Announcing the State of Accounting Automation Survey: the survey to end all surveys!
Introducing the State of Accounting Automation Survey: Are You Ready to Join the Revolution?
A Modern World
Welcome to 2024, where accountants are no longer confined to spreadsheets and ledger books (yes, we know those aren’t really a thing anymore, but let’s roll with it). Today’s accountants are digital powerhouses, managing vast amounts of data with sleek software, and yes – you guessed it – embracing automation and AI like tech-savvy wizards.
That’s why we’re launching our very first State of Accounting Automation Survey! This annual event will help us (and you!) get a pulse on exactly how automation and AI are shaking up the accounting world. Think of it as a snapshot of the industry’s future, where accountants don’t just talk about transformation – they live it.
But First, What’s the Survey All About?
We’re asking accountants, bookkeepers, finance pros, and basically anyone who’s ever said the word “reconciliation” without cringing, to tell us how they’re using automation and AI. We want to know what tools they’ve got up their sleeve – whether it’s ChatGPT or some other tool that’s one step away from doing their taxes and making them a cup of coffee.
We’ll also dig into the why. Why use automation? Why not? Are you riding the digital wave, or are you still side-eyeing that AI integration like it’s about to steal your lunch? Are trust issues and data security giving you pause? We want to know the real reasons behind the choices accountants are making today.
So, Who Cares About Automation Anyway?
Well, just about everyone. The accountants and bookkeepers we know are smart, efficient, and constantly looking for ways to up their game. Automation isn’t just some shiny new toy, it’s a practical tool that helps streamline workflows, reduce human error (no more fat-fingered entries), and give accountants back the most precious commodity: time.
And AI? It’s not about replacing accountants, it’s about making them even more rockstar than they are now. Think faster insights, better client communication, and financial analyses that would make Gordon Gekko weep with envy (I’m showing my age). We’re talking about AI tools that can turn a mountain of data into an actionable report, or help you answer client emails before they even finish typing them. (Okay, maybe not that fast, but damn close!)
The Survey Breakdown
We’ve made the survey easy, breezy, and loaded with questions designed to get the good stuff. Whether you’re using automation for basic bookkeeping or you’ve built an entire AI-powered empire that even Elon would envy, we want to hear from you.
Here’s a sneak peek of what we’ll be asking:
- What automation tools are you using? (Don’t worry, we’ll give you all the cool options like Bots For That and ChatGPT – no judgment if you’re still easing in with the basics.)
- How has automation transformed your practice day-to-day? (Saving you time? Reducing headaches? Making you question why you didn’t start sooner?)
- Why aren’t you using more automation? (Be honest. If you’re not quite ready to trust a bot with your financials, we get it. But also, maybe we can change your mind)
- Are data privacy and security still holding you back? (You’re not alone—we’ll dig into the challenges and concerns of using these cutting-edge tools.)
What’s in it for You?
Besides getting the warm, fuzzy feeling of contributing to the future of accounting (hey, we all need our altruistic moments), you’ll be able to see where you stack up in the race toward accounting greatness. Plus, you’ll get to benchmark your firm’s automation efforts against others in the industry. Are you ahead of the curve? Just keeping pace? Still using paper receipts? (We won’t judge. Much.)
We’ll publish the results early next year and provide updates throughout 2025 and beyond. Whether you’re a forward-thinking firm already riding the automation wave or just starting to dip your toes in, these insights will be your roadmap to staying competitive.
Accountants: The Digital Heroes We Deserve
Let’s drop the old-school “stuffy accountant” image once and for all. Today’s accountants are forward-thinking, digitally-savvy professionals who aren’t just ready for automation—they’re leading the charge. They’re balancing AI with human expertise, crafting workflows that are equal parts smart tech and personal touch.
So, are you ready to be part of the future of accounting? Join us by taking the State of Accounting Automation Survey. Help us shape the industry, one bot at a time.
Stay tuned for the survey launch, and in the meantime, follow us on social media for updates, tips, and possibly a meme or two (because accounting is serious business, but who says we can’t have a little fun?).
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