Automation guides for accounting firms
Guides and use cases for mid to large accounting firms: connecting practice management, payroll and accounting systems that were never designed to talk to each other, and taking the manual work out of the busiest parts of the year.
Practical guides, yours to keep
What’s possible
Closing the gap between CCH and Xero
Clients are billed through CCH but pay through Xero, and CCH has no native integration with Xero. The finance team bridged the two by hand every day, across two separate CCH environments, with allocation errors on part payments and no central audit trail of who posted what.
A two way automation, the Sales Ledger Synchronisation Bot. Each morning it imports billing from CCH into Xero, then detects payments in Xero and posts them back into the CCH Sales Ledger, with a live reconciliation ledger in between so each side always knows what the other has done. No change to CCH was needed.
Questions we get asked a lot
Can you automate CCH?
Yes. Many firms run CCH on premise and offline, with no integration to the systems around it. We automate the CCH desktop on dedicated virtual machines, doing the steps your team currently does by hand, with no change to CCH or its configuration. One example moves billing from CCH into Xero each morning and posts payments from Xero back into the CCH Sales Ledger.
Which accounting systems do you work with?
We work with any accounting software. Where two systems were never designed to sync up, we automate the work in between, so data moves between them without anyone rekeying it.
Do we need to replace any of our existing systems?
No. We build around the systems your firm already uses. The point is to close the gaps between them, not to add another platform your team has to learn or migrate to.
Who looks after the automations once they are live?
With Automation-as-a-Service, we do. We build the automations, then run, monitor and maintain them for you, so your team does not have to worry about keeping them working. Every run leaves a clear status, and anything that needs attention is flagged to your team rather than failing silently.
How do you keep client data secure?
Security, privacy and governance are our utmost priority when it comes to building automation with any data. To find out more, read our privacy policy.
How do we get started?
Speak to a member of our team to understand how we work. Typically, we diagnose where the hours go, map the process, then scope before building.
