Automation
Accounting Handoff
Send the books records that have already been reviewed.
Prepare approved invoices, expenses and close summaries for your accounting workflow. Match the accounts, taxes, stores and export format with your bookkeeper before enabling any direct posting.
The work, clearly defined
What your team
can take on.
Start with the records and systems you already use. Agree on the first job, approvals and completed output.
- Agree on account and store mapping
- Review records before posting
- Validate totals against the source
- Confirm export or connector support
Your questions, answered
Before you begin.
Is QuickBooks sync automatically included?
Support depends on the QuickBooks edition, access and records required. We confirm the specific export or connector and any posting authority before rollout.
Who approves accounting entries?
Your authorized finance owner sets the approval process. The pilot should demonstrate that posted or exported totals match the approved source records.
Put accounting handoff to work.
Bring your current process and systems. We’ll define a focused first job and the result you can review.