Cloud Accounting and Automation

Upgrade Your Accounting Processes with Technology

Are outdated, error-prone accounting processes no longer meeting your needs? If your business is growing and seeking critical visibility and efficient functionality, cloud accounting and automation software will help make what you’re already doing even easier. No more scanning paperwork, manually cutting checks, or sifting through mail—transform your traditional accounting processes with the right technology for your business.

Enable a remote accounting team, giving you access to your data and information with the click of a button (instead of only at the end of the month).

Increase secure access, reduce fraud, and mitigate risk with effective internal controls and disciplines fully supported by your cloud accounting team daily.

Connect, collaborate, and communicate from anywhere, anytime, and in real-time without worrying about manual software updates and installs.

Ditch manual data entry and gain a system of record via software and systems that actually talk to one another.

Automate Your Finances, Simplify Life

What Type of Transactional Work Can We Automate?
Automation might seem daunting but believe us when we say, it’s a game changer for your business! Think about all the transactional, highly repetitive processes in your accounting cycle—now imagine those processes occurring automatically. That means far less time and fewer resources spent on:

  • Expense Accounting Process

  • Accounts Payable

  • Bank Reconciliations

  • Month-end Reporting

  • Invoice Processing

  • Expense Reporting

  • Vendor Management

Frequently Asked Questions

1. What type of technology platforms do you leverage to automate accounting processes?

Our accounting professionals can ensure you’re using a system that’s right for you, help advance your current system, or deliver a solution tailored to your specifications to meet business demands as you scale. While Sage Intacct is our software of choice, our team is well-versed in a variety of cloud accounting tools and related software. While the below is not an exhaustive list, it represents the technologies we frequently leverage with our clients:

  • Quickbooks
  • NetSuite
  • Expensify
  • PowerBI
  • Tableau

2. Do we need to adopt cloud-based technologies?

Your on-premise accounting solutions might be meeting your needs now but are ill equipped to help your business scale, grow, and maintain a competitive advantage in the long run. So, in short, yes—investing in cloud accounting is necessary for businesses looking to expand their capabilities, improve their margins, and deliver better employee and customer experiences.

3. When should we consider migrating to the cloud? 

If your business is increasing in complexity, operating a remote workforce, expanding its footprint, phasing out legacy software, and/or realizing its current software is no longer meeting your needs, it’s time to explore a cloud accounting migration.

4. Is cloud accounting secure?

Your accounting tools are not only secure but that security is automatically updated, meaning you’re always running on the latest version and with automatic backups, without the need for an IT team or manual installations. This level of security minimizes administrative time spent on software maintenance and the fear of losing data if a device is lost, stolen, or corrupted. By storing your financial information in the cloud, you instantly increase security, reduce the risk of information breaches, and enhance operational and strategic decision-making.

5. How much does cloud accounting software cost?

The days of crazy expensive software are behind us! The price will vary based on your organization’s unique needs but it is incredibly affordable (and cheaper than you might think), even for small to mid-size companies. Since the majority of Software as a Service (SaaS) options are offered as monthly, usage-based subscriptions, you only pay for what you need and use and not a penny more.

Learn More About Our Accounting Solutions Practice And What We Can Do For Your Business

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