4-Week Roadmap: Transitioning to Automated Bookkeeping
Moving from manual spreadsheets to automated cloud accounting (QuickBooks or Xero) can seem daunting. Here is our proven 4-week process to modernize your financial systems:
1/5/20251 min read
Week 1: Audit & Chart of Accounts Cleanup We review your existing records and clean up your "Chart of Accounts." A clean structure is the foundation for accurate AI categorization.
Week 2: Secure Cloud Integration We connect your business bank accounts and credit cards via secure APIs. This enables real-time transaction syncing, eliminating 90% of manual data entry.
Week 3: Rule Building & Data Migration We import historical data and set up "Bank Rules." This trains the software to automatically recognize and categorize recurring expenses like rent, utilities, and software.
Week 4: Go-Live & Reporting Training Your system is live. We walk you through your new real-time dashboard, showing you how to read your Profit & Loss and Cash Flow reports in just minutes.