The automation of tasks in accounting is important because it improves and optimizes the performance of various activities , and this dynamic generates benefits such as:
reduction in the time needed to complete work;
speed in delivering services to customers;
reduction, or even elimination, of human errors;
uniformity and consistency in processes;
guarantee of compliance with standards and laws;
increased data protection ;
ease of document storage;
mitigation of operating costs, such as those generated by rework;
monitoring the office's growth rate (scalability);
generation of data and insights that help in decision making.
And all these points contribute to improving the service pharmaceuticals email list provided by contracting companies and, consequently, building customer loyalty.
Extra! See what to do after winning over your clients and increase the retention power of your accounting firm.
process automation in accounting office
Which accounting processes can be automated?
One of the great advantages of automating processes in an accounting office is the possibility of eliminating several manual tasks from the day-to-day running of this business .
Here are some examples of these activities:
preparation and submission of tax returns and ancillary obligations;
issuing and controlling invoices;
automatic updating of accounting standards, rules and percentages;
generation and management of payroll and pro-labore;
bank reconciliations;
creation and sending of management reports to clients;
control of delivery times;
management of fees for the provision of services.
Want a practical example of how accountants can use technology? Then you need to read the case study of Diferencial Contabilidade. The managers hired Agendor's CRM to improve customer management and enhance the sales team's routine.
Understand the details and all the results they obtained in the article: “ Diferencial Contabilidade Case: how the office professionalized the sales sector with Agendor ”