Automating the accounting document processing

Processing accounting documents can be a tedious task for businesses and their accountants. However, there is a solution that saves time while improving process reliability and efficiency: accounting automation.

Automating the processing of accounting documents frees up time to devote to high value-added missions, while considerably reducing the risk of error associated with this task. This improves efficiency and productivity, while offering a significant competitive advantage and attractiveness for the firm.

There are several ways to automate the processing of client documents:

• Gather client documents automatically: There are software solutions that offer a multitude _{of differ}ent collection channels to simply retrieve invoices from your clients. By choosing a solution that offers a range of collection channels, you can adapt to the tech-savvy or technophobic profiles of your clients. It also gives you the choice of offering your clients the collection channels you want.
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• Automate the entry of accounting documents : there are solutions that use the latest technological advances on the market to read and analyze the information contained in accounting records. No need to manually enter supplier invoices in accounting, amounts, dates, breakdown of VAT, etc. The accounting entries are then directly integrated into your firm's accounting software.
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• Set up automated workflows to optimize the processing of client documents. For example, by automating the dispatch of a reminder email to clients when they need to provide missing documents.

By combining these different methods, it is possible to effectively automate your clients' accounting. By automating the processing of accounting documents, there are numerous benefits in terms of time, costs, accuracy, decision-making, and security. This can help businesses better manage their finances and make more informed decisions for their long-term growth and success, therefore, a very important advantage for you and your clients.

You only have one step left to get there: assessing your firm's needs and choosing the tool that can meet them.