"Artificial intelligence, machine learning and robotic automation are synonyms of 'scary' for many people and 'opportunity' for others," says Sally Ritchie.
"From speeding up time-consuming bookkeeping to helping clients automate their debtor tracking, there is a growing number of fintech solutions available to streamline clients' (and your own) bookkeeping, tax prep and other business practices," says Denise Deveau. Keep reading to see the top 10 apps she suggests for accountants.
10 Apps for Canadian Accountants
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Keeper
Keeper for QuickBooks Online helps accountants organize their bookkeeping process with checklists, client portals and KPI reports. The app allows accountants to add in items such as management reports and tracking of job timelines.
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Make
Formerly Integromat, allows accountants to move data between applications in a completely customized way. It extracts important financial information from software-as-a-service (SaaS) apps like Google Sheets, Xero/QBO and Gmail, allowing accountants to move data in ways that were previously only available to custom apps and native integrations.
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Zapier
It is widely more known than Make, but it provides similar functionality, and it's a great app to try.
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Plooto
Integrates with QuickBooks Online and Xero to manage day-to-day payments with high control and transparency.
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Rewind
Allows accountants to back up, copy and restore their SaaS and cloud data for QuickBooks Online.
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A2X
For eCommerce accounting, A2X for Xero and QuickBooks Online is geared to omnichannel operations selling on Amazon, eBay, Shopify, Walmart or Etsy. It centralizes data, allowing accountants to track payments, credits, and other essential bookkeeping elements of transactions and push the data to their accounting system.
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Loop
A cross-border banking platform allows customers to transact and pay their statements in up to five currencies, eliminating foreign currency exchange fees on statement payments.
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CliQue Advisor
Developed by Avail CPA, it helps analyze and monitor client performance in one place.
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Float
It offers a prepaid card solution that integrates with QuickBooks and Xero. Because it's not credit based, you can put as much as you like into the account.
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Clio
This tool, which can be integrated with QuickBooks Online, is helpful for accountants working with law firms.
Do you use any of these apps already? Share what's your experience with them in the comments section below.
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2 Comments
Interesting. I use Sage 50 so none of the top 10 apps are for me.
1 year agoWith a focus on continuity across the accounting functions, one should start with a their cloud based accounting system (QBO, Xero, Freshbooks, Sage etc) first and then determine which integration options are available to improve efficiency. Unfortunately, not all apps play together these days so understanding your core accounting software should be your first step in determining which apps to add on.
11 months ago