
Anyone had luck with automating bookkeeping/expense reporting with AI tools? DEXT integrations? Looking for advice.
Shorty story - business growing faster than we can keep up, full-time bookkeeper/controller is overwhelmed.
Bookkeeper is old-fashioned - we’re using quickbooks desktop, and a pile of manual entry. I think technology can help with a bunch of the data entry, but don’t know where or how to start.
Has anyone had any luck with integrations like DEXT or DocuClipper to import csv files for things like bank statements and credit card statements?
Looking for any advice or success stories on streamlining the paperwork. I don’t think another person is the answer!!
Please help!!
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