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Workflow Automation Audit
Discover how much time you could save by automating manual workflows in your industry
Industry:
Accounting Firms
Change
Accounting Firms Workflows
Change Industry
Progress
0 / 8 workflows assessed
1. How do you currently handle:
Month-End Close and Financial Statement Preparation
?
Completely Manual
Done entirely by hand, no automation
Partially Automated
Some tools help, but still requires significant manual work
Mostly Automated
Automated with occasional manual intervention
Fully Automated
Runs automatically with minimal human involvement
2. How do you currently handle:
Bank and Credit Card Reconciliation
?
Completely Manual
Done entirely by hand, no automation
Partially Automated
Some tools help, but still requires significant manual work
Mostly Automated
Automated with occasional manual intervention
Fully Automated
Runs automatically with minimal human involvement
3. How do you currently handle:
Accounts Payable Processing
?
Completely Manual
Done entirely by hand, no automation
Partially Automated
Some tools help, but still requires significant manual work
Mostly Automated
Automated with occasional manual intervention
Fully Automated
Runs automatically with minimal human involvement
4. How do you currently handle:
Accounts Receivable and Collections
?
Completely Manual
Done entirely by hand, no automation
Partially Automated
Some tools help, but still requires significant manual work
Mostly Automated
Automated with occasional manual intervention
Fully Automated
Runs automatically with minimal human involvement
5. How do you currently handle:
Payroll Processing and Tax Filing
?
Completely Manual
Done entirely by hand, no automation
Partially Automated
Some tools help, but still requires significant manual work
Mostly Automated
Automated with occasional manual intervention
Fully Automated
Runs automatically with minimal human involvement
6. How do you currently handle:
Tax Preparation and Filing
?
Completely Manual
Done entirely by hand, no automation
Partially Automated
Some tools help, but still requires significant manual work
Mostly Automated
Automated with occasional manual intervention
Fully Automated
Runs automatically with minimal human involvement
7. How do you currently handle:
Client Onboarding and Data Migration
?
Completely Manual
Done entirely by hand, no automation
Partially Automated
Some tools help, but still requires significant manual work
Mostly Automated
Automated with occasional manual intervention
Fully Automated
Runs automatically with minimal human involvement
8. How do you currently handle:
Management Reporting and KPI Dashboards
?
Completely Manual
Done entirely by hand, no automation
Partially Automated
Some tools help, but still requires significant manual work
Mostly Automated
Automated with occasional manual intervention
Fully Automated
Runs automatically with minimal human involvement
See My Automation Opportunities