Accounting Automation Setup

Set up your accounting software and workflows so routine entry stops being manual.

Most small businesses re-key the same data three times. We set up your accounting system, chart of accounts and the integrations between billing, banking and books so routine work stops consuming your evenings.

What this includes

  • Accounting software selection and setup
  • Chart of accounts design
  • Bank feed and invoice workflow configuration
  • GST-ready master data
  • Team training and handover documentation

What we will need from you

  • Details of current accounting process
  • Existing books or software data
  • Sales and purchase volumes
  • Team size and roles

If something on this list does not apply to you, send the request anyway — we will confirm the exact list once we have read your requirement.

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