Automating Bookkeeping

Learn how to streamline the first line of service, move to weekly reconciliation and improve your customer experience. Take a dive into automating the process of reconciliation, gathering source documents and classifying transactions, managing expenses, debtors, paying bills and paying staff.


Tactical presentations, practical workshops and interactive panel discussions.

Previous Topics

  • Big changes to how you process ATO correspondence – are you ready?
  • The next killer feature in accounting? Holistic expense management
  • How to monetise informal loans with a cloud-based register
  • Pain-free payments – the next wave in client services
  • Don’t settle for second best when it comes to apps (especially expenses)
  • Why SMSF accountants can no longer rely on annual processing
  • Utilising cloud technology to grow your business in 2019 and beyond


Previous Topics

  • Facing technical overload with SMSFs? Automate, accelerate and profit
  • Don’t call me a Bookkeeper! How to digitise a bookkeeping practice
  • The secret to scaling a subscription business
  • How to use AI to slash your SMSF service costs
  • How to automate firms by using apps as full-time equivalents
  • From chaos to clockwork: Getting the most from payroll automation
  • The truth about automating bookkeeping – with no exceptions

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