CHAPTER 2

Understanding the Automation Process

Key Questions Before You Begin

Automation can be a fabulous thing. And it’s easy to get amped up and excited about the thought of not having to manually key in many transactions. You want to ask yourself several key questions when deciding what would be the best software for you—it won’t be the same for every firm.

Accounting Software

Let’s start with the base, the accounting software. Accounting software is an essential tool for managing your business’ financial data. It can help with basic tasks like invoicing and billing, as well as more complex ones like revenue calculations and project management. It can also be useful for managing clients, reconciling bank accounts, and generating insightful ...

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