Financial Automation

The highly automated firm

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Accounting firms are brimming with the types of repetitive, routine tasks that automation tools are specifically designed to tackle. Just as important, firms are also swimming in data from sources ranging from paper to email, software applications, and more.

When firms combine automation and AI tools, the increases in productivity and insight can be game-changing. But in practice today, firms still tend to have highly manual processes in place, requiring resources and time that are in short supply.

This guide from CPA.com and BILL explores what accounting firm automation looks like in practice and steps to take to become highly automated.

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