What to Look for in Accounting Automation Software

For years, accounting has been weighed down by manual data entry, siloed departments, and hours of tedious reconciliation. Accounting automation software flips that script, offering smarter, faster, and more reliable financial processes.

In this blog, we’ll walk you through what accounting automation software is in a nutshell, how it’ll support different parts of your workflow, and its benefits. Plus, you’ll read how one growing company used automation to enhance their operations—and how you can do the same.

Understanding accounting automation software

While automation has transformed industries like manufacturing and logistics for decades, it’s relatively new to the accounting world. It helps accountants and finance professionals like you reduce the time spent on repetitive tasks and allows you to focus on growing your business.

But make no mistake—accounting automation software doesn’t replace accountants. Your expertise is still crucial for interpreting data, creating reports that tell meaningful stories, and making informed decisions.

Built-in accounting automation is the key to refining your workflows, minimizing errors, and giving your team time to focus on what really matters.

Automation helps with different aspects of your business

Let’s take a look at how accounting automation software supports multiple parts of your workflows:

• Reporting & dashboards: Streamlines data collection, calculation, and visualization with custom dashboards and reporting
• Revenue management: Simplifies billing, invoicing, and revenue recognition
• Transactional automation: Processes invoices and payments to sending customer bills and managing collections
• Reconciliations: Reduces errors and speeds up month-end close by automating bank account reconciliation workflows

The benefits of accounting automation software

Automation software delivers real results—ones you’ll see not just at month’s end, but every day. Key benefits include:

• Eliminates manual, repetitive tasks that slow you down
• Reduces human error and improves accuracy
• Gives you real-time visibility into your financials
• Supports business growth without adding extra overhead
• Frees up your team to focus on strategy, not spreadsheets

How to get started with accounting automation software

Automation is a core functionality of the Accounting Seed platform. 

Built natively on Salesforce, Accounting Seed helps you keep your financial data centralized and seamlessly connected across every department. That means fewer silos, less manual work, and more scalability as your business grows. Plus, Accounting Seed offers more flexibility and customization than most accounting software.

Here are some other features that make this platform stand out:

• Supports automation of core processes, like accounts payable, accounts receivable, general ledger, and reconciliations
• Gives you real-time visibility into your financials
• Tracks time and expenses with precision
• Supports multi-currency and multi-entity operations
• Features an intuitive interface that’s easy to learn and navigate
• Integrates effortlessly with Salesforce connectors and other business apps

Additionally, Accounting Seed Copilot is your in-app AI assistant for whenever you have a question, need to quickly find documentation, or be walked through a process. 

Learn how one business used automation to grow

For growing businesses, accounting automation software makes a measurable difference. By leveraging Accounting Seed’s automation features, Gordon James Realty reduced errors and improved its reporting capabilities, giving them access to real-time data insights.

Tom Carcone, one of the company’s founders, said, “Had we not made the decision to use Salesforce and Accounting Seed, I don’t think we could have done it. The flexibility of Accounting Seed allows us to expand our business as we see fit without facing a lot of challenges.”

Watch the video below to hear directly from Tom about how accounting automation software empowered them to expand their business without adding operational headaches.

Read more about how we helped Gordon James Reality automate their accounting process.

Ready to enhance your accounting processes?

Yes, accounting automation software eliminates the headaches of manual number crunching. More than that, it’s a tool you can wield to boost your team’s productivity and make more strategic decisions for your business.