Accounting & Bookkeeping

Even after implementing AP automation, companies still face manual work and unresolved issues with PO/GRN/invoice mismatches, duplicate payments, and approvals that the software doesn't handle.

Accountant struggles with manually exporting 900 GL accounts and two fiscal years of journal entries to Excel for external auditors.

Small incorporated business owners waste time entering bills manually and struggle with expense categorization, only discovering mistakes at year-end.

Accounting teams lack a dedicated tool to track and categorize open items (blockers, client input, internal review, carry-forward) during month-end close, relying on fragmented tools like Excel, ERPs, checklists, and email.

Cannot find accounting software that matches uploaded vendor invoices and payment receipts to uploaded bank transactions for reconciliation, instead only finding tools that reconcile bank statements with themselves.

Account manager at an entertainment business management firm struggles with repetitive spreadsheet work, document organization, and turning notes into a searchable procedure guide, with limited automation in current software and confidentiality constraints.

A tax preparer hired by JDA TSG to prepare TurboTax returns online is unclear how the process will work for signing returns, handling incomplete client information, and managing extended returns after seasonal layoff.

Accounting firm teams waste significant time chasing clients for missing financial documents like bank statements, receipts, and signed forms.

Accountant is frustrated with tedious bank reconciliation process, struggling to find reconciling items that make the GL account balance match the bank statement.

QuickBooks Online has login issues and fails to load receipts consistently, disrupting bookkeeping workflows.

A bookkeeper is struggling with incorrect accounting entries where sales income was improperly reduced instead of properly recording cost of goods sold, potentially affecting $3-5k in transactions.

Bookkeeper struggles to collect receipts from multiple clients who send them inconsistently through different channels, leading to constant chasing.

A bookkeeper struggles to accurately estimate time and fees for clients with complex, irregular accounting needs involving frequent corrections, categorization challenges, and client communication.

QuickBooks keeps changing the reconciliation screen, causing frustration and disruption during month-end closing.

Client wants to see income tax payments included in the profit and loss report to view all money in and out in one place, but bookkeeper knows that accounting standards require taxes to be on the balance sheet.