Financial Automation

The highly automated firm

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Accounting firms are ripe for automation. At any given moment, they are brimming with data that is moving in all directions, in all kinds of formats, from sources ranging from paper to email, software applications and more. But in practice today, firms tend to have highly manual processes in place to support these data flows, requiring resources and time that are too often in short supply.  

In this guide from CPA.com and BILL, we offer a closer look at what makes a highly automated firm, as well as the maturity curve firms can follow on the path to automation.

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