Accounting Process Automation for Small Businesses
Automation should save time without hiding errors. AccoTiva designs and maintains the rules, integrations and workflows behind your QuickBooks Online or Xero file, then reviews the results each month so automated entries stay accurate.
Problems we solve
- Hours spent each week keying in receipts, bills and sales summaries.
- Bank rules that categorize transactions incorrectly and nobody notices.
- Sales platforms, payment processors and POS systems that do not connect cleanly to the books.
- Paper or email-based bill approvals that cause late or duplicate payments.
- Too many apps, overlapping subscriptions and no clear owner for each one.
What’s included
Workflow review
A map of how sales, purchases, payments and payroll data currently reach your books, with the manual steps that can be removed.
Bank rules and recurring entries
Rules and recurring transactions set up with clear conditions, tested against past data and reviewed monthly.
Receipt and bill capture
Setup of Dext, Hubdoc or built-in capture tools so documents are attached to transactions automatically.
App integrations
Connection and testing of Shopify, Amazon, Stripe, Square, payroll and other apps, including clearing account reconciliation.
Approval workflows
Bill approval and payment scheduling with tools such as Bill, so payments are reviewed before they are released.
Monthly exception review
A bookkeeper checks automated entries, investigates exceptions and adjusts rules when your business changes.
Benefits for your business
- Less manual data entry each month.
- Faster month-end close.
- Fewer categorization errors from rules left unchecked.
- A documented system that does not depend on one person.
Who this service is for
Growing businesses with high transaction volumes, e-commerce sellers using several sales channels, service firms with many supplier bills, and owners who want fewer manual steps without losing control of the numbers.
Frequently asked questions
Will automation replace my bookkeeper?
No. Automation handles repetitive steps. A bookkeeper still reviews exceptions, reconciles accounts and checks that rules stay accurate.
Which software do you automate?
We work in QuickBooks Online and Xero and with widely used apps such as Dext, Hubdoc, A2X, Bill, Stripe and Shopify.
Do you charge for app subscriptions?
App subscriptions are billed to you by each provider. We recommend tools only when the time saved justifies the cost.
Can you fix automation someone else set up?
Yes. We review existing rules and integrations, correct the entries they created and rebuild them where needed.
Related services and resources
AccoTiva provides bookkeeping and accounting support. We do not prepare tax returns or process payroll; we work alongside your CPA or tax advisor.
Talk to us about automating your bookkeeping
Tell us about your software and current process. We reply within one business day.