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Business-focused Bookkeeping and Automating key business processes to drive success and growth
We implement and customize systems to streamline business processes and operations
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We provide monthly bookkeeping and simplify your finances by automating tasks such as customer invoicing, vendor bill recording, tax management, inventory tracking and many more. Get clear, real-time financial insights and alerts to make smart and easy business decisions.
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We manage customers and leads within Zoho CRM by gathering leads from multiple sources, managing email and SMS campaigns, collect and organize customer files and data, unifying interactions across all platforms and automating business tasks.
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We built reports and dashboards to track KPIs, monitor performance, and uncover actionable insights. Our automated reporting tools within Zoho ensure you have the information you need when you need it, helping to guide strategic decisions and foster growth.
We are thrilled to announce our partnership with Zoho, a global leader in cloud-based business solutions. Partnering with Zoho allows us to help you take your business to the next level.
Over 50 Integrated Apps for Just USD 37 Monthly
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Compare and contrast the benefits of business-focused bookkeeping with regular bookkeeping.
Discover how creating workflows and automating processes helps businesses
We help you get actionable insights with dashboards for every business function
Analyze costs incurred across various regions and product categories with visual insights to manage expenditures efficiently.
Track active customers, new customer growth, churn rates, and customer lifetime value to enhance customer retention strategies.
Monitor key HR metrics such as employee count, tenure, age distribution, and department-wise performance to optimize HR processes.
Gain insights into inventory shipments, sales returns, and carrier performance to streamline logistics and reduce returns.
Manage stock levels, track top-selling items, and monitor inventory movements to optimize inventory management.
Evaluate lead acquisition costs by channel, compare against deal acquisition costs, and optimize marketing spend.
Track key marketing metrics including lead acquisition cost, ROI, and deal acquisition cost to improve marketing strategies.
Visualize profitability trends, expense management, and revenue generation to make informed financial decisions.
Track product-wise and category-wise sales performance, analyze trends, and optimize sales strategies for better outcomes.
Monitor the sales pipeline stages, forecast sales trends, and improve conversion rates for enhanced sales performance.
Monitor ticket volume, resolution times, and satisfaction rates to ensure efficient customer support and high satisfaction levels.
Analyze web traffic, campaign performance, and event attendance to optimize marketing efforts and drive engagement.
Analyze web traffic, campaign performance, and event attendance to optimize marketing efforts and drive engagement.
Discover how our Zoho-powered solutions automate and streamline operations
We are Zoho partners and have a team of certified accountants that has a deep understanding of the latest accounting standards and best practices to manage your bookkeeping and accounting.
We customize zoho applications to fit the unique needs of your business, ensuring that you have the tools tailored to your processes.
We create workflows to ensure Zoho's applications work seamlessly together along with other third party applications, enabling smooth data flow and automation across different business functions.
We will create detailed SOPs based on the workflows and the processes automated. This standardizes your business operations and provides guidance necessary to utilize these tools effectively.
We utilize Zoho Vault for secure password sharing, Zoho WorkDrive for managed access control and Zoho Mail for encrypted communication to ensure that your sensitive information is always protected.
We establish annual or bi-annual goals, breaking them down into achievable monthly milestones and tasks, all tracked via Zoho Projects to ensure every request is met with precision.
We work with flexible monthly contracts that are tailored based on the required customization hours, offering the freedom to adjust or cancel at any time, without obligations
We dedicate an account manager as an one point contact to implement a new workflow process, automate existing processes, swiftly address any queries and streamlined communication.
Milestones we've achieved at Automate Accounts
Knowledge base of the latest trends, news and learnings
We specialize in comprehensive Zoho application customization, bookkeeping, CRM & process automation and business intelligence reporting, designed to streamline and optimize your business operations for maximum efficiency and growth.
We have extensive experience working with a diverse range of service-based industries, including finance, insurance, real estate, healthcare, technology, and professional services. Our solutions are tailored to meet the unique challenges and requirements of each sector, ensuring relevant and effective automation and process optimization.
We believe in flexibility and providing value to our clients without the need for long-term contractual obligations. Our services are offered through flexible monthly contracts that can be adjusted or canceled based on your business needs, allowing you to remain agile and responsive to your operational requirement
Knowledge base of the latest trends, news and learnings
Zoho CRM provides sales representatives with comprehensive insight into all phases of the sales process, encompassing lead generation, lead capture, conversion, retention, and loyalty
Zoho Trident is a comprehensive desktop application designed to enhance communication and collaboration within workplaces. Zoho Trident is a comprehensive desktop application designed to streamline workspace productivity and communication.
Zoho People is a cloud-based HR software solution designed to manage and organize employee data efficiently.
Whether you’re seeking to streamline your operations, enhance efficiency, or secure your data, our team at Automate Accounts is dedicated to provide personalized, cutting-edge solutions tailored to your business needs. Get in touch to discover how we can elevate your business to new heights
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Automate Accounts specializes in bookkeeping and
automating business processes, enhancing efficiency,
and growth for service businesses across North America.
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