Automations for accountants
Fix a broken workflow for accountants
Accounting firms know this one well: clients send receipts and bank statements late, in every format. The workflow fix handles it for you, between bookkeeping, filings and client calls. Your n8n, Zapier or Make flow keeps failing. I find out why, fix it and add alerts.
The problems it takes off your list
Clients send receipts and bank statements late, in every format. Nobody at a small accounting firm with around 80 monthly clients signed up for that part of the job, and the workflow fix handles it.
What it looks like in practice
Say you run a small accounting firm with around 80 monthly clients. A Zap that sends data from HubSpot to QuickBooks has been failing on some records for weeks. I find the cause, fix it, rerun the missing ones and add an alert for next time.
How it works for accountants
Step by step, this is what the workflow fix does with your clients.
- You share access to the flow.
- I trace the failures and find the cause.
- I fix it and handle the edge cases.
- I add error alerts so you'll know next time.
- You get a short write-up of what changed.
Tools it connects to
It plugs into the tools accounting firms already use, such as Xero, QuickBooks and HubSpot, and runs on n8n, Make and Zapier.
Questions from accounting firms
Does the workflow fix work with Xero?
Often, yes. Before building the workflow fix I check your Xero account and plan, because some features depend on API access. If there's a gap for your accounting setup, you'll know before you pay anything.
How is client data handled?
For the workflow fix, 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.
What happens if something breaks?
The workflow fix sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
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