{"id":1947,"date":"2021-05-31T11:04:58","date_gmt":"2021-05-31T09:04:58","guid":{"rendered":"https:\/\/squidweb.biz\/?page_id=1947"},"modified":"2021-06-30T15:16:32","modified_gmt":"2021-06-30T13:16:32","slug":"accounting-automization","status":"publish","type":"page","link":"https:\/\/squidweb.biz\/en\/solutions\/accounting-automization\/","title":{"rendered":"Accounting automization"},"content":{"rendered":"<div id='av_section_1'  class='avia-section av-kpcdy22f-71027b45a5960e82af4cb4fa35c08028 alternate_color avia-section-default avia-no-border-styling  avia-builder-el-0  el_before_av_section  avia-builder-el-first  avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><main  role=\"main\" itemprop=\"mainContentOfPage\"  class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-1947'><div class='entry-content-wrapper clearfix'>\n<section  class='av_textblock_section av-knhe6slp-4edf6f57661d346960388a01e4f6cf62 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h1 style=\"text-align: center;\">Automating accounting with SquidWeb robots<\/h1>\n<\/div><\/section>\n<section  class='av_textblock_section av-knheqzaw-d908fc300379f63e82c80876b7f3ef09 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><p>A quick word on our robots &#8211; SquidWeb robots allow users to program autonomous actions in response to an event. A robot can be programmed to perform one or multiple actions such as staff alerts, creating documents and even responding to emails.<\/p>\n<p>The automation of accounting is a key goal for the SquidWeb robots feature and this will be the focus of solution story\u00a0 &#8211; the automatic creation of reoccurring invoices.<\/p>\n<\/div><\/section>\n<\/div><\/div><\/main><!-- close content main element --><\/div><\/div><div id='av_section_2'  class='avia-section av-2c2g4b-c0141b36eec4a5c01445afaaa8b89cf3 main_color avia-section-default avia-no-border-styling  avia-builder-el-3  el_after_av_section  el_before_av_section  avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-1947'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-knheqnxx-a7eb5fd59180b4e9a6de64bdccb72b1f\">\n#top .av_textblock_section.av-knheqnxx-a7eb5fd59180b4e9a6de64bdccb72b1f .avia_textblock{\nfont-size:32px;\n}\n<\/style>\n<section  class='av_textblock_section av-knheqnxx-a7eb5fd59180b4e9a6de64bdccb72b1f '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><p style=\"text-align: center;\"><strong>A solution to reoccurring invoices<\/strong><\/p>\n<\/div><\/section>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-bhjauz-2e86648cd2104d366369ca6ce15be41d\">\n.flex_column.av-bhjauz-2e86648cd2104d366369ca6ce15be41d{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-bhjauz-2e86648cd2104d366369ca6ce15be41d av_one_third  avia-builder-el-5  el_after_av_textblock  el_before_av_three_fifth  first flex_column_div av-zero-column-padding  column-top-margin'     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-kqjhtfzc-30e20141e9c4eeaddea456b8d33a0c3f\">\n.avia-image-container.av-kqjhtfzc-30e20141e9c4eeaddea456b8d33a0c3f img.avia_image{\nbox-shadow:none;\n}\n.avia-image-container.av-kqjhtfzc-30e20141e9c4eeaddea456b8d33a0c3f .av-image-caption-overlay-center{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-image-container av-kqjhtfzc-30e20141e9c4eeaddea456b8d33a0c3f av-styling- avia-align-center  avia-builder-el-6  avia-builder-el-no-sibling '   itemprop=\"image\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/ImageObject\" ><div class=\"avia-image-container-inner\"><div class=\"avia-image-overlay-wrap\"><img decoding=\"async\" fetchpriority=\"high\" class='wp-image-2141 avia-img-lazy-loading-not-2141 avia_image ' src=\"https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/sharon-mccutcheon-tn57JI3CewI-unsplash-scaled.jpg\" alt='' title='sharon-mccutcheon-tn57JI3CewI-unsplash'  height=\"2560\" width=\"1707\"  itemprop=\"thumbnailUrl\" srcset=\"https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/sharon-mccutcheon-tn57JI3CewI-unsplash-scaled.jpg 1707w, https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/sharon-mccutcheon-tn57JI3CewI-unsplash-200x300.jpg 200w, https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/sharon-mccutcheon-tn57JI3CewI-unsplash-687x1030.jpg 687w, https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/sharon-mccutcheon-tn57JI3CewI-unsplash-768x1152.jpg 768w, https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/sharon-mccutcheon-tn57JI3CewI-unsplash-1024x1536.jpg 1024w, https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/sharon-mccutcheon-tn57JI3CewI-unsplash-1365x2048.jpg 1365w, https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/sharon-mccutcheon-tn57JI3CewI-unsplash-1000x1500.jpg 1000w, https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/sharon-mccutcheon-tn57JI3CewI-unsplash-470x705.jpg 470w\" sizes=\"(max-width: 1707px) 100vw, 1707px\" \/><\/div><\/div><\/div><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-9q6cnv-2c08dba20600afeb9fd11185fd949b8d\">\n.flex_column.av-9q6cnv-2c08dba20600afeb9fd11185fd949b8d{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-9q6cnv-2c08dba20600afeb9fd11185fd949b8d av_three_fifth  avia-builder-el-7  el_after_av_one_third  avia-builder-el-last  flex_column_div av-zero-column-padding  column-top-margin'     ><section  class='av_textblock_section av-knhetffh-c4f9563ddfcb5cd4609184415bd15fc4 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><p>In order to help our accounting team be as efficient as possible, we started by identifying bottlenecks in their workflow with the aim to introduce automation tools to help make remove as many issues as possible. Among the major bottleneck we identified was the need for accountants to repeat tasks like creating the same invoices every month or by processing incoming receipts. Tasks that, while important to the process, we don&#8217;t think should take the time of our skilled accountants.<\/p>\n<p>We decided to automate the creation of recurring invoice first as this is a simple yet time consuming task. Instead of writing a new invoice very month to send to clients, we set up robots that can automatically generate the invoices and either send it to the client at a predetermined time, or, set a reminder for the accounting team to check it manually before sending it. In both cases the need for the invoice to be created again and again is no longer needed.<\/p>\n<p>By adding the template type invoice our system, with variables in place of the date and client names, the robot can generate a new invoice automatically with the correct information included. When the robot is triggered is entirely customisable, but in our case we create the invoices on the last day of every month.<\/p>\n<p>The elimination of this repeat task gives our accounting team much more capacity and time to complete other tasks. It also helps avoid any mistakes or human error by frontloading most of the effort.<\/p>\n<\/div><\/section><\/div>\n<\/p>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_3'  class='avia-section av-kpcdyi8a-add071430749babdb7fde3cce2928ead alternate_color avia-section-default avia-no-border-styling  avia-builder-el-9  el_after_av_section  el_before_av_section  avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-1947'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-2z9huj-e6eb9e714aea5d666f876c141ba8f645\">\n#top .av-special-heading.av-2z9huj-e6eb9e714aea5d666f876c141ba8f645{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-2z9huj-e6eb9e714aea5d666f876c141ba8f645 .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-2z9huj-e6eb9e714aea5d666f876c141ba8f645 .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-2z9huj-e6eb9e714aea5d666f876c141ba8f645 av-special-heading-h5  avia-builder-el-10  el_before_av_two_third  avia-builder-el-first '><h5 class='av-special-heading-tag '  itemprop=\"headline\"  >Keeping our team informed<\/h5><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-6johbf-d4d4adb10fdf6dd88d6a2de829424893\">\n.flex_column.av-6johbf-d4d4adb10fdf6dd88d6a2de829424893{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-6johbf-d4d4adb10fdf6dd88d6a2de829424893 av_two_third  avia-builder-el-11  el_after_av_heading  el_before_av_one_third  first flex_column_div av-zero-column-padding  '     ><section  class='av_textblock_section av-38wpuj-85722e2aef56e42923a2ed569608d00e '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><p>Delivering the information to the team is just as important a step to our process as the automation of the document itself. In order to give our accountants the information that their monthly invoices have been create, our robot creates a to-do activity and assigns it to the accounting team with a bespoke due date.<\/p>\n<p>The robot also sends a message directly to the accounting team&#8217;s SquidWeb messenger channel to remind them of their outstanding to-do&#8217;s and mails on a daily basis. Helping our team stay as informed and efficient as possible.<\/p>\n<p>Any document that is created and sent automatically is also assigned to the correct client contact and team member so there is my confusion in the office staff as to who create the invoice. Every action the robot takes is also logged and time stamped in the activates.<\/p>\n<\/div><\/section><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-4pg09n-00f0f1a434c7803312491645cad0c446\">\n.flex_column.av-4pg09n-00f0f1a434c7803312491645cad0c446{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-4pg09n-00f0f1a434c7803312491645cad0c446 av_one_third  avia-builder-el-13  el_after_av_two_third  avia-builder-el-last  flex_column_div av-zero-column-padding  '     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-kqjhtfzc-72886341fbda4d903a64c789ba925b72\">\n.avia-image-container.av-kqjhtfzc-72886341fbda4d903a64c789ba925b72 img.avia_image{\nbox-shadow:none;\n}\n.avia-image-container.av-kqjhtfzc-72886341fbda4d903a64c789ba925b72 .av-image-caption-overlay-center{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-image-container av-kqjhtfzc-72886341fbda4d903a64c789ba925b72 av-styling- avia-align-center  avia-builder-el-14  avia-builder-el-no-sibling '   itemprop=\"image\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/ImageObject\" ><div class=\"avia-image-container-inner\"><div class=\"avia-image-overlay-wrap\"><img decoding=\"async\" fetchpriority=\"high\" class='wp-image-2075 avia-img-lazy-loading-not-2075 avia_image ' src=\"https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/annie-spratt-QckxruozjRg-unsplash.jpg\" alt='' title='annie-spratt-QckxruozjRg-unsplash'  height=\"5304\" width=\"7952\"  itemprop=\"thumbnailUrl\" srcset=\"https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/annie-spratt-QckxruozjRg-unsplash.jpg 7952w, https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/annie-spratt-QckxruozjRg-unsplash-300x200.jpg 300w, https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/annie-spratt-QckxruozjRg-unsplash-1030x687.jpg 1030w, https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/annie-spratt-QckxruozjRg-unsplash-768x512.jpg 768w, https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/annie-spratt-QckxruozjRg-unsplash-1536x1025.jpg 1536w, https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/annie-spratt-QckxruozjRg-unsplash-1500x1001.jpg 1500w, https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/06\/annie-spratt-QckxruozjRg-unsplash-705x470.jpg 705w\" sizes=\"(max-width: 7952px) 100vw, 7952px\" \/><\/div><\/div><\/div><\/div>\n\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_4'  class='avia-section av-kpcdyu0a-ebeb92e2befcfe33f6432f0fea5da124 main_color avia-section-default avia-no-border-styling  avia-builder-el-15  el_after_av_section  el_before_av_one_third  avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-1947'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-kqjhcb32-b54d899cc02787e5c75e681a212b32c6\">\n#top .av-special-heading.av-kqjhcb32-b54d899cc02787e5c75e681a212b32c6{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-kqjhcb32-b54d899cc02787e5c75e681a212b32c6 .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-kqjhcb32-b54d899cc02787e5c75e681a212b32c6 .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-kqjhcb32-b54d899cc02787e5c75e681a212b32c6 av-special-heading-h5  avia-builder-el-16  el_before_av_textblock  avia-builder-el-first '><h5 class='av-special-heading-tag '  itemprop=\"headline\"  >Accounting with SquidWeb robots<\/h5><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div>\n<section  class='av_textblock_section av-knhhgxou-c29b7f10a8e5e683200bb497a21cdaa4 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><p>The example above focuses on the automation of a reoccurring invoice, but the robot feature can be used to automate much more of the accounting process. <strong>Payment warnings<\/strong> are an excellent example -SquidWeb&#8217;s invoice page has a tiered warning system that triggers a new warning each time a payment due date is passed. These due dates can be set manually or automatically based on company settings:<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1754\" src=\"https:\/\/squidweb.biz\/wp-content\/uploads\/2021\/04\/Change-due-date.gif\" alt=\"\" width=\"1885\" height=\"882\" \/><\/p>\n<p>With robots, an alert can be sent to the accounting team each time a payment warning deadline is triggered and like invoices, the warning document can be automatically created and emailed to the client, without any user action required.<\/p>\n<p>This level of automatization does not replace the accounts&#8217; role with SquidWeb, but entirely eliminates the needs for repeat work and, more importantly, vastly reduces the room for an operation error to occur.<\/p>\n<\/div><\/section>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='after_section_4'  class='main_color av_default_container_wrap container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-1947'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-1vb3fv-5273c281c493e34fc06d4bd9edab128a\">\n.flex_column.av-1vb3fv-5273c281c493e34fc06d4bd9edab128a{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-1vb3fv-5273c281c493e34fc06d4bd9edab128a av_one_third  avia-builder-el-18  el_after_av_section  avia-builder-el-no-sibling  first flex_column_div av-zero-column-padding  '     ><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":1816,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1947","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.1.1 - 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