TD2601. Automation Made Easy with AutoEntry, presented by Sage

Manual data entry and paper-heavy processes can slow accounting teams and create unnecessary risk of errors. In this session, we’ll look at practical ways automation can help firms capture information from receipts, invoices, and statements more efficiently, improve document organization in the cloud, and support a more paperless workflow across a range of client and accounting system environments.

Learning Objectives:

• Identify common points of manual data entry in accounting workflows where automated data capture can reduce processing time and error risk.
• Describe practical steps for implementing cloud-based document management to support a more paperless accounting process.
• Evaluate key considerations for using product-agnostic automation tools across multiple client environments and accounting systems.