6 Basic Steps to Automate Business Accounting Process
                     6 BASIC STEPS TO 
AUTOMATE 
BUSINESS 
ACCOUNTING 
PROCESS
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Let's spell 
it out! TOPIC OUTLINE
Introduction
Accounting Automation Process
• Make A List Of Current Tools And 
Processes  
• Pick A Core Accounting Solution
• Shift Your Data
• Determine Additional Automations
• Communicate Process Changes
• Keep Monitoring
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1. Make A List Of Current Tools And 
Processes
The process of automating accounting processes of your 
business is to make a complete list of tools and 
processes that you are currently using in your company 
for maintaining financial records.
2. Pick A Core Accounting Solution
To completely automate the accounting system of your 
business, you should invest in specific accounts 
receivable automation software. A perfect accounting 
solution helpS in automating various accounting 
processes.
3. Shift Your Data
Once you have selected accounts receivable software, it 
is time for shifting your data from the old system to the 
new accounting solution. You should make a complete 
migration plan and start shifting your data accordingly.
4. Determine Additional Automations
The core software will automate most of the processes 
but there will be some pain point that needs additional 
automation. You need to determine what kind of 
additional automation is required by the accounting 
system of your business.
5. Communicate Process Changes
It is imperative to train your staff members for using the 
latest technology accounting software such as the 
automated accounts receivable system. You should give a 
complete overview of the tools installed in your company.
6. Keep Monitoring
Once your staff working on new accounts receivable 
solutions, you should keep monitoring. It is very 
important to monitor everything properly so that you 
can track the progress.
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