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How to set up financial document automation

Nanonets

Use cases of financial document automation Document automation in the realm of finance and accounting is used in many sectors. It also allows for quicker property appraisals and improved management of customers, properties, and financial records.

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Outsourced Bookkeeping for CPAs: 8 Options Compared

Future Firm

Botkeeper manages the financial records with the help of a financial software such as Xero or QuickBooks Online. What’s interesting about Botkeeper is that they don’t just provide your CPA firm with outsourced bookkeeping assistance but an entire software platform (pictured below) to go along with it.