rethinking bookkeeping automation with sponsor · autoentry accurately captures the key information...

Rethinking Bookkeeping Automation With sponsor:

@qbappyhour www.qbappyhour.com

Your Hosts

Liz ScottAccounting Lifeline

Heather SatterleySatterley Training & Consulting

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Thank you to this month’s sponsor!

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Agenda

Welcome!Rethink Bookkeeping Automation!Let’s raise a toast! This month’s app sponsor: AutoEntryHeather and Liz’s coolest thing we did this monthPreview of our next episode!

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Rethink Bookkeeping Automation

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Think beyond recording transactions

Accounting pros are naturally great at process design – we’re analytical, logical, and efficientAutomate an entire process – not just the accountingAn opportunity to bring unique value to your clients and remain relevant

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Killer apps to help you automate workflows

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IFTTT (if this then that)

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Zapier

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Microsoft Flow

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Webmerge

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Process St

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Data Entry DaiquiriIngredients

6 cups ice1/2 cup white sugar4 oz frozen strawberries1/8 cup lime juice1/2 cup lemon juice3/4 cup rum1/4 cup lemon-lime flavored soda

DirectionsCombine ice, sugar and strawberries in a blender. Add lime juice, lemon juice, rum and soda and blend until smooth. Pour into glasses and enjoy!

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VP Sales, AutoEntry

Tom Port

Tom Port is the vice president of sales at AutoEntry, an automated data entry solution for accountants, bookkeepers and SMEs.

Tom leads activity across key territories for AutoEntry, including North America, the UK and Australia, and oversees global sales performance. Tom is responsible for aligning sales objectives with overall business strategy and for developing outreach initiatives that promote operational growth and customer satisfaction.

Tom was one of the first employees at the company and has worked within the organisation since 2010, previously holding positions as business development officer and the UK head of sales.

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Automated Data Entry forAccountants, Bookkeepers & SMEs

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What doesAutoEntry

Do?

AutoEntry is mobile and web app for accountants, bookkeepers and SMEs and an accredited QuickBooks add-on partner since 2016.

AutoEntry helps you become more productive and profitable, by automating bookkeeping data entry from a broad range of paper documents into accounting software.

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AutoEntry QuickBooksIntegrations

Online Integration

Desktop Integration

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Flexible document capture

Line Item Capture

Vendor Statements

Fetching

What makes usSpecial

AutoEntry accurately captures the key information from almost any type of paper document, including bank and credit card statements, bills, invoices, receipts and more.

AutoEntry can extract full line item summary from the documents it captures, also with Line Item rules, it will also remember where Line Items are coded.

AutoEntry can provide, full vendor statement reconciliation, saving hours of manual reconciliation time!

AutoEntry Can fetch from over 6000 banks and suppliers, never wait for your clients to submit data manually again!

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What do our customers think?

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sales@autoentry.com

Thank You!

+1 (857) 302 3409

@AutoEntry_OCREX

Contact us formore information

www.AutoEntry.com

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S m a r t , A c c u r a t e , A u t o m a t e d A c c o u n t i n g

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Liz and Heather’s Coolest thing this month -

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#accountingsalon Zapped Challenge!

View recorded episodesConnect with sponsorsGet drink recipesRead our blogSend us a message

Visit our website qbappyhour.com

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DON’T FORGET TO:

Visit our sponsor’s website!Join The QB ‘Appy Hour Lounge Facebook Group

https://www.facebook.com/groups/qbappyhour/Register for Zoom so you can join the fun!

Upcoming Episodes

• May 27th – What makes a Great App Partner? With ADP• June 11th - Strategies to Simplify Inventory with LOCATE• June 25th - QB ‘Appy Hour Open Mic with Housecall Pro• July 9th – Niche spotlight: Legal Firms with LeanLaw• August 13th – Strategies to manage cash flow in QBO with CashFlow Frog

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