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Accounting Firm Tech Stack

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Best accounting workflow automation tools

Best accounting workflow automation tools

Accounting Workflow Automation Tools

The way artificial intelligence (AI) is rapidly taking center stage, various industries have completely shifted the way businesses operate. After witnessing the impact of technology on businesses, it is clear that if your business is not implementing new technologies, it is a dying business. This is also true for accounting firms. Efficiency and accuracy are essential for establishing a successful accounting firm, and accounting workflow automation tools can significantly contribute to achieving these goals.

Many businesses are using accounting workflow automation solutions to streamline procedures, minimize human error, and save time. This can significantly improve the efficiency of accounting teams as a whole. As per the "Practice Excellence report-2022," the data analysis of over 1000 accounting firms worldwide reveals that the top-performing businesses use accounting workflow automation tools.

In this article, we will discuss the top accounting workflow automation technologies that are currently on the market. These technologies can help you stay ahead of the competition and revolutionize your accounting procedures.

How to choose the accounting workflow automation tool?

Before jumping into the list of tools, we need to know if the particular workflow automation tool is worth trying. For that, there are two main considerations involved in selecting the right workflow automation tool.

  1. How does it benefit your accounting team?
  • Streamlines repetitive tasks
  • Increases efficiency and productivity
  • Facilitates day-to-day accounting operations
  1. How does it benefit your accounting firm?
  • Increases overall efficiency
  • It helps you manage multiple tasks productively
  • Improves collaboration

The best workflow automation tools

1. Xenett

Xenett is a cloud-based accounting tool that aids in reviewing and closing the book. With the help of this comprehensive platform, accountants may revolutionize the way they perform crucial accounting tasks like reviewing, closing, reporting, onboarding, team collaboration, and client interaction.

Xenett uses artificial intelligence (AI) to automate many of the tasks that are typically done manually by accountants. This frees up accountants to concentrate on more strategic tasks by saving time and lowering errors.

Who is Xenett best suited for?

  • Accountants who work with a lot of clients: Xenett can help you save time by automating many of the manual tasks involved in reviewing and closing client books.
  • Firms looking to scale faster: Xenett can help you streamline your workflow and make it easier to grow because it can automate most of the accounting tasks with high accuracy.
  • Accountants who want to focus on more strategic work: Xenett can free up your time so that you can focus on tasks that require your expertise, such as providing financial advice to your clients.
  • The size of your accounting firm: Xenett can be scaled to meet the needs of any size accounting firm.
  • Experience with cloud-based software: Xenett is designed to be easy to use, even for accountants who are not familiar with cloud-based software.


4.6 stars on  (QuickBooks app store)

2. Sage Intacct

Sage Intacct is a cloud-based financial management tool that assists companies of all sizes in streamlining their financial reporting, automating accounting procedures, and gaining real-time insights into their financial data.

Some of the core features of Sage Intacct include:

  • Reporting and dashboards
  • Cash management
  • Billing
  • Accounts payable and receivable
  • General ledger
  • Purchasing
  • Order management
  • Billing
  • Integration with third-party software

Who is Sage Intacct best suited for?

Sage Intacct is a cloud-based financial management tool that helps businesses of all sizes streamline their financial reporting, automate accounting procedures, and gain real-time insights into their financial data. Yet it is particularly well-suited for businesses that need to:

  • Automate their accounting processes: Accounting firms can save time and resources by automating their accounting procedures with the aid of Sage Intacct.
  • Improve their financial reporting: Sage Intacct gives businesses real-time insights into their financial data, allowing them to make more informed financial decisions.
  • Scale their business: Sage Intacct is cloud-based software, so it can be readily scaled to meet the demands of expanding enterprises.
  • Operate in regulated industries: Sage Intacct is a compliant software that meets the highest industry standards, making it convenient for businesses operating in regulated industries.


4.3 stars on G2

3. Jetpack workflow

Jetpack Workflow is a cloud-based workflow management software that helps businesses in automating procedures, track progress, and collaborate with team members. It is popular among accountants, bookkeepers, and CPAs, but it may be utilized by companies of all sizes and industries.

Who is Jetpack workflow best suited for?

Jetpack Workflow is a cloud-based workflow management software. It is ideal for small size businesses; however, it is especially well-suited for those who need to:

  • Automate their processes: Jetpack Workflow can help businesses automate repetitive tasks, freeing up time and resources for more important work.
  • Track their progress: It allows firms to track the progress of tasks and projects, so they can see what needs to be done and when it needs to be done by.
  • Collaborate with their team members: Jetpack Workflow makes it easy for team members to collaborate on tasks and projects. It makes your team communication smoother and lets your team stay on the same page for better collaboration.


4.3 Stars on (QuickBooks app store)

4. Freshbooks

FreshBooks is an online accounting software that assists small businesses and freelancers in tracking their accounts, sending invoices, and receiving payments. Freshbooks is a software-as-a-service model that you can access from a computer or a mobile device.

Some of the core features of Freshbooks

  • Invoicing
  • Expense tracking
  • Reporting
  • Client management
  • Time tracking

Who is Freshbooks best suited for?

  • Service-based businesses: FreshBooks is ideal for service-based businesses since it makes it quite easy to track time spent on projects and clients and charge accordingly.
  • Freelancers: FreshBooks is an excellent choice for freelancers since it makes it simple to generate and send professional invoices, track payments, and manage clients.
  • Small businesses with light or no inventory: FreshBooks is a good choice for small businesses with little or no inventory because it does not necessitate a lot of manual data entry.
  • Businesses that need to send invoices and accept payments online: FreshBooks makes it easy to issue invoices and collect payments online, which is essential for businesses looking to attract and retain clients.


4.5 Stars on G2

5. Aero Workflow

Aero Workflow is a cloud-based accounting software. It helps accountants streamline their activities, increasing efficiency. Aero Workflow includes a number of features, such as checklists, procedure guides, reporting, etc., that make it a powerful tool for accountants. 

Who is Aero Workflow best suited for?

Aero Workflow is ideal for accountants and bookkeepers looking to streamline their day-to-day operations, improve efficiency, and boost profitability.

Here are some specific types of accountants who would benefit from using Aero Workflow:

  • Small business accountants: Aero Workflow is ideal for small business accountants to save time and effort by automating routine tasks and providing a central repository for client information.
  • Accountants who work with multiple clients: Aero Workflow can be helpful to accountants working with several clients. It helps accountants stay organized and track their progress on each client's file.
  • Accountants who are looking to grow their new business: Aero Workflow can help accountants in growing their new businesses by providing a platform for documenting their processes and procedures. This makes it easy to teach new employees and ensures that everyone in the company follows the same procedures.


4.7 Stars on (QuickBooks app store)

6. Pixie

Pixie is a cloud-based Practice Management tool that assists accounting and bookkeeping firms with client management, accounting tasks, and workflows.

The highlight of the key features of Pixie:

  • Task management
  • Workflow management
  • CRM
  • Team management
  • Client reminders
  • e-signature capabilities

Who is Pixie best suited for?

Here are some specific examples of businesses that could benefit from Pixie

Small businesses: By automating repetitive tasks like invoicing and billing, Pixie can help small businesses save time and effort. Pixie can also help small businesses in tracking their customers and interactions, which can improve customer service.

Individuals: Pixie can assist individuals in keeping track of their finances and managing their taxes. Pixie can also assist them in keeping track of their money and retirement resources.

Non-profits: Pixie is a very helpful tool for non-profits. It helps them keep track of their donations and expenses. Pixie can also assist non-profits in managing their volunteers and initiatives.


4.8 Stars on G2

7. TaxDome

TaxDome is a cloud-based all-in-one practice management software for tax, bookkeeping, and accounting activities. It enables businesses to automate accounting and tax-related operations, connect with team members, and create an exceptional user experience while exchanging information with their clients.

Some of the key features of Taxdome to highlight are:

  • Accounting workflow automation
  • Custom branding
  • Pdf editor
  • Document management
  • CRM for tax professionals
  • Team collaboration
  • Invoicing and payment processing

Who is TaxDome best suited for?

  • TaxDome is designed for tax professionals such as accountants, CPAs, enrolled agents, and tax businesses.
  • It is perfect for professionals who provide tax preparation, planning, and compliance services.
  • Designed for professionals that handle individual tax returns, business tax returns, and other relevant services.
  • Appropriate for professionals who provide bookkeeping services along with tax services.


4.7 Stars on G2

8. Canopy

Canopy is a cloud-based practice management software. It is a wonderful option to explore if you are an accountant or bookkeeper seeking practice management software that can help you automate your workflows, track your progress, and collaborate with your team members.

Who is Canopy best suited for?

Canopy is a good choice for these types of firms:

  • Managing a large number of clients: Canopy assists accountants and bookkeepers in managing their clients' information, such as contact information, financial information, and tax paperwork. This can be useful for companies with a large number of clients or that need to maintain track of sophisticated client data.
  • Doing repetitive tasks: Canopy can automate repetitive tasks like mailing bills, providing reports, and project management. This allows accountants and bookkeepers to focus on more crucial activities.
  • Sophisticated in timing and billing: Canopy assists accountants and bookkeepers in tracking their time and billing their clients appropriately. This can be useful for firms that need to track their time and expenses closely.
  • Manage and store documents: Canopy is a platform for safe document storing and sharing. This allows accountants and bookkeepers to share documents with their clients and team members easily.
  • Reporting: Canopy helps accountants and bookkeepers in tracking their progress and identifying areas for improvement. This can be useful for businesses that want to track their performance and ensure that they are fulfilling their objectives.


4.6 Stars on G2

9. Zoho Books

Zoho Books is a cloud-based accounting software that assists businesses in tracking their finances, managing expenses, and creating invoices. It is a versatile tool that is suitable for any firm, from small startups to major corporations.

Some of the core features of Zoho Books include:

  • Invoice creation
  • Expense tracking
  • Bank reconciliation
  • Report generation

Who is Zoho Books best suited for?

Zoho Books is ideal for businesses of all kinds, from small startups to major corporations. It is, nevertheless, especially well-suited for the following types of businesses:

  • Small businesses: Zoho Books is an excellent choice for small businesses because it is both inexpensive and easy to use. It can help small businesses in keeping track of their finances, manage their spending, and create invoices.
  • Online businesses: Zoho Books is a good choice for accountants working with online businesses since it allows them to track sales, manage inventory, and generate invoices.
  • Service-based businesses: Zoho Books is a perfect choice for service-based businesses since it allows them to track their time and expenses.
  • Non-profit organizations: Accountants working with non-profit organizations can prefer Zoho Books because it is inexpensive and simple to use. It can assist non-profit organizations in tracking their finances and managing donations.


4.5 Stars on G2

10. Clear Biz

Clear Biz is practice management software designed for accountants. It enables users to monitor and alert clients of future deadlines, paperwork, and client duties. It is appropriate for small and medium-sized businesses.

Some of the features of Clear Biz:

  • Document management
  • Invoicing
  • Task management
  • Client management
  • Reporting
  • Time tracking
  • Expense tracking

Who is Clear Biz best suited for?

Clear Biz is best suited for accounting professionals looking for easy-to-use, low-cost practice management software. Let’s see who Clear Biz is the best fit for.

  • Small and midsize accounting firms: Clear Biz is an excellent choice for small and medium accounting firms due to its low cost and ease of use.
  • Accountants who work with small businesses: Clear Biz is ideal for accountants who work with small businesses since it allows them to manage and track the accounts of their clients easily.
  • Accountants who need to bill clients on a recurring basis: Clear Biz is a smart choice for accountants who need to bill clients on a monthly basis since it makes recurring billing simple to set up.


4.5 Stars on G2

The bottom lines:

Now that you've determined whatever tool is best for your firm, you can put it into action. As previously said, a dying firm is one that does not keep up with constant technological innovation. Choose wisely, and you will prosper. If Xenett is your choice among the above-mentioned accounting workflow automation tools, congratulations on your smart choice. You can learn more about it by scheduling a demo call.

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