Automate your Accounting and Reporting

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About this service

Summary

Process

Starts with setting up of tools and creating robust SOPs. The process will go on periodically as what is said in the procedures.

What's included

  • Accounting Automation

    After the audit of current accounting process, application of appropriate use of tools and techniques for improvement and automation in accounting. Ensuring smooth transition of process and continuity of procedures.

  • Periodical Reporting

    Providing automated reports to your mailbox in a periodical (bi-weekly, monthly and so on.) manner. Customizing reporting based on specific use cases or decision making.

  • Setting up of automated reminders for receivables and payables

    By setting up automated mails to be sent at the correct time, to ensure effective cashflow.

  • Reconciliation of Accounts with efficiency.

    Automated periodical reconciliation of account balances and communication in a concise and effective manner for follow up.


Skills and tools

Accountant
Auditor
Bookkeeper
FreshBooks
Microsoft Excel
Quickbooks
Xero
Zapier

Industries

Accounting
Finance
Business Process Automation (BPA)

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