Automations for accountants
Automated reports for accountants
Most accounting firms I talk to mention the same thing: monthly management reports are rebuilt by hand. The automated report flow deals with it quietly while you're deep in year-end season. The report you rebuild every week, pulled together and sent on schedule.
Where accounting firms lose time today
Monthly management reports are rebuilt by hand. It sounds small, but for accounting firms it repeats every week. The automated report flow takes it over.
What it looks like in practice
Take a three-person bookkeeping practice as an example. Every Monday at 8 a short report lands in your inbox. It pulls last week's numbers from Karbon and puts them next to the week before, so you can see what changed in a minute.
How it works for accountants
For a three-person bookkeeping practice, the flow is short and predictable.
- I list the numbers you check and where they live.
- A workflow pulls them from Karbon and your other tools.
- They're assembled into a simple report or sheet.
- It's sent by email or Slack on your schedule.
- Unusual numbers are highlighted.
Tools it connects to
For accounting firms, I usually connect it to Xero, QuickBooks, Karbon and HubSpot. It runs on n8n, Google Sheets and Looker Studio behind the scenes.
Questions from accounting firms
Does the automated report flow work with Xero?
It depends on your Xero plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the automated report flow, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
Can I change how it works later?
Yes. The automated report flow keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your clients, message me and I'll quote it first.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built