Financial Role

Stop Hiring Accounting Assistants.
Automate Instead.

Stop paying $50K+ annually for accounting assistants. Our automation handles AP/AR processing, expense management, data entry, and payment processing—faster, more accurately, and at a fraction of the cost.

The Impact of Automation

Real results from businesses that chose automation over traditional hiring

⏱️
70%
Time Reduction

Complete accounting tasks in fraction of the time

💰
$48K+
Annual Savings

vs. hiring a full-time accounting assistant

🎯
99.9%
Accuracy

Error-free AP/AR processing and data entry

Same Day
Processing

Invoices and payments processed immediately

The Traditional Hiring Challenge

Why businesses struggle with hiring and managing Accounting Assistants

💸

High Cost, Low ROI

Accounting assistants cost $40-55K annually plus benefits. Much of their work is repetitive data entry that provides little strategic value.

Processing Delays

Manual invoice and payment processing creates bottlenecks. Vendors wait for payments, receivables pile up, cash flow visibility suffers.

⚠️

Data Entry Errors

Manual entry of invoices, receipts, and transactions introduces mistakes. Errors cascade through your financial systems.

📈

Limited Capacity

Month-end, quarter-end, and year-end overwhelm staff. Growth means hiring more people or accepting longer processing times.

📄

Poor Documentation

Tracking down receipts, approvals, and supporting documents is time-consuming. Audits and reviews take forever.

🔄

Turnover Disruption

When accounting assistants leave, institutional knowledge disappears. Training new hires takes months.

Cost Comparison: Hire vs Automate

See the difference automation makes to your bottom line

💼

Traditional Hiring

$50,000

per year

  • Salary + benefits + taxes
  • Recruitment & training costs
  • Limited to 40 hours/week
  • Turnover risk & sick days
  • Human error in repetitive tasks
BEST VALUE
🤖

Automation Solution

$12,600

per year

  • Fixed monthly cost, no surprises
  • Works 24/7/365 without breaks
  • 100% accuracy on every task
  • Scales instantly with demand
  • Integrates with existing tools
$37,400

Annual Savings

Reinvest in growing your business

3-4

Months to ROI

Fast payback, long-term gains

What We Automate

Every task a Accounting Assistant handles, automated with AI and RPA technology

📥

Accounts Payable Automation

Streamline the entire AP process from invoice receipt to payment processing.

  • Invoice OCR and data extraction
  • Automated GL coding and routing
  • Approval workflow automation
  • Scheduled payment processing
  • Vendor statement reconciliation
📤

Accounts Receivable Automation

Automate invoice generation, delivery, payment tracking, and collections.

  • Automated invoice creation and delivery
  • Payment receipt matching
  • Aging report generation
  • Automated payment reminders
  • Collections workflow automation
💳

Expense Management

Capture, categorize, and process employee expenses automatically.

  • Receipt capture and OCR
  • Policy compliance checking
  • Automated approval routing
  • Reimbursement processing
  • Credit card reconciliation
💵

Payment Processing

Automate check runs, ACH payments, wire transfers, and payment tracking.

  • Batch payment processing
  • Multi-method payment support
  • Payment status tracking
  • Remittance advice generation
  • Bank feed reconciliation
⌨️

Financial Data Entry

Eliminate manual journal entries, adjustments, and transaction recording.

  • Automated journal entry creation
  • Recurring entry automation
  • Inter-company transaction processing
  • Accrual automation
  • Period-end adjustments
📁

Document Management

Organize, store, and retrieve financial documents automatically.

  • Automatic document filing
  • OCR and full-text search
  • Retention policy enforcement
  • Audit trail maintenance
  • Cloud backup and archival

Success Stories

Real businesses that automated their Accounting Assistant operations

Professional Services: AP/AR Automation
Mid-sized Professional Services Firm Professional Services

Professional Services: AP/AR Automation

A professional services firm was spending 25 hours weekly on accounts payable and receivable processing with one full-time accounting assistant. Invoice processing took 3-5 days, causing payment delays and cash flow gaps. We implemented end-to-end AP/AR automation, reducing processing time to same-day and eliminating the need for dedicated staff.

90% reduction in processing time

$48K annual salary savings

Same-day vs. 3-5 day processing

Zero invoice processing errors

What our clients say

Frequently Asked Questions

Everything you need to know about automating this role

Can automation handle our multi-step approval workflows?

Yes! We configure custom approval routing based on amount thresholds, departments, vendors, and any other criteria. Approvers receive notifications, can approve from mobile, and the system escalates if needed. You maintain full control while eliminating manual routing and tracking.

How does automation integrate with our accounting software?

We integrate directly with QuickBooks, Xero, Sage, NetSuite, Microsoft Dynamics, SAP, and other major platforms via APIs. Automation can read and write data, create transactions, attach documents, and perform nearly any task a human assistant would do in the software.

What about vendor relationships and payment terms?

The automation respects all vendor terms, payment schedules, and early payment discounts. We configure rules for each vendor relationship. The system can optimize payment timing to maximize discounts while maintaining cash flow.

Can we still have human oversight on payments?

Absolutely. You decide what requires approval and what can process automatically. Common setup: routine invoices under $X auto-process, larger amounts or new vendors require approval. You get exception reports showing what processed and what needs attention.

How does automation handle matching invoices to POs and receipts?

The system performs 3-way matching (PO, receipt, invoice) automatically using fuzzy matching and AI. It handles variations in dates, amounts, descriptions, and formats. Matches process automatically, exceptions flag for review with context about the discrepancy.

What happens at month-end and quarter-end close?

Automation accelerates close processes significantly. Recurring entries post automatically, accruals calculate and record, reconciliations run, and reports generate on schedule. Tasks that took days now complete in hours, with better accuracy.

How secure is automated payment processing?

Payment automation includes multiple security layers: dual approval for high amounts, positive pay file generation, fraud detection rules, encrypted communication, audit logging, and segregation of duties. Many clients report improved security vs. manual processes.

Can automation handle our unique accounting requirements?

Yes. We customize workflows to match your policies, procedures, and requirements. Whether you need job costing, project-based accounting, fund accounting, or industry-specific processes, we configure automation to support your needs.

Ready to Automate Your Accounting Operations?

Get a free process review with automation recommendations and ROI estimates. See how much time and money you can save.

✓ No credit card required  •  ✓ Free consultation  •  ✓ Custom automation roadmap