Start a bookkeeping practice with automated document capture from day one
A Sheffield practice went digital from the start and automated receipt and invoice capture instead of hiring people for admin, so staff hours go to client work.
Reported results
The source reports 3x growth since automating the admin; batches of 400 receipts are now captured as they arrive.
Choose a capture tool that integrates with your ledger.
Onboard every new client onto it from the first month.
Process documents as they arrive rather than in batches.
⚠️ Watch out
Growth has many causes; the source attributes it partly to the tool.
Results are as reported by the source and have not been independently verified. Steps are our own suggestions. We are not affiliated with the vendors named and earn nothing from these links.
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