Today, most bookkeeping is performed by humans, but with the advent of AI (Artificial Intelligence) and RPA (Robotic Process Automation), the future of bookkeeping is changing very quickly. Computers are taught how to perform bookkeeping tasks, …and they do them quickly and without error. Oh, and it is incredibly secure. Automated bookkeepers can now “read” bills and statements, learn where transactions should be booked, and crunch through bank reconciliations.

Yes, the bookkeeper of the future looks more like a machine than a person.

I am a bookkeeper, and how does automation affect my practice?

Bookkeepers are critical to small businesses. Our bookkeeping clients are busier now and in need of assistance. They are searching for ways to provide a superior level of service to their clients.

Enter Carly.

Faster

Carly facilitates bill payments in 45 seconds. Bills are viewed using Artificial Intelligence (AI) and know the GL code from memory. This quick process continues through all aspects of your bookkeeping tasks, and financial statements are published faster.

Smarter

Notifications of bank balances, cash flow balances, and past due bills are sent in real-time. There is no need for traditional views for status on a weekly or monthly basis. Carly ensures you know when there is a problem as it happens.

Less expensive

As a bookkeeper or accounting professional, time is money, and Carly’s sole purpose is to keep your bookkeeping practice efficient and functional…without additional FTE payroll expense.

More secure

At Expex, we designed our bookkeeping app to include safeguards to prevent employee fraud. Carly is the last bookkeeper you will ever hire. As such, she provides small businesses with complete financial visibility, insight into cash flow, and the ability to operate their businesses more efficiently, with improved profitability and cash flow.

Best practices in any business require separating accounting functions so that no one person has control over the entire process. Expex provides the ability to set access and administrative rights by separating accounting functions so that you can deploy controls within your business.

Guess what? Now you have time to be more than a bookkeeper!

Your clients are looking to you for additional help with payroll, sales tax, and estimated taxes, to name a few. As an SMB bookkeeper, you can help and advise these SMB owners on more than bill payments and credit card reconciliation.

How do I implement Carly into my bookkeeping business?

It is simple. Expex will develop a solution for your practice using Carly as a platform to grow your bookkeeping business. Carly makes the implementation process quick and easy. She is our bookkeeping application automating accounting tasks, assisting in controlling cash flow, and managing financial tasks securely and safely. Carly even delivers Smart Alerts to notify you of critical issues in your client’s accounts that require your immediate attention.

Expex is committed to our bookkeeping partners and enabling them to run their practices more successfully.

 We want to ease the burden and stress of arguably one of the most critical functions in a business. Contact us for a review and let us show you how easily you can manage your workflow, grow your business, and service your clients.