Why are digital tools a necessity for accounting agencies?
1. Big data
Accounting agencies work with a huge array of documents and data. The use of digital tools helps to reduce the impact of the human factor.
2. Long processing time
An accountant needs to cope with data processing in the least possible time. Digital tools take over a number of critical tasks, reducing the accountant's work time.
3. Data accuracy and transparency
When it comes to reporting and documentation, maximum data transparency is the first priority. This can be achieved by using digital applications.
Key features of apps for accountants
- Reporting
The applications generate analytical and reporting documents and monitor financial indicators. - Document management
Convenient storage, sorting, and easy access to accounting documents are realized. - Collaboration
An opportunity for interaction and data exchange between team members has been created. - Task scheduling
Simplified task organization and a reminder system to avoid overdue tasks.
How the use of digital tools in accounting has grown over the last 5-10 years
Digital transformation has significantly reshaped the accounting industry over the past decade. The adoption of cloud-based technologies, automation, and advanced software solutions has become essential for accounting firms to stay competitive and meet evolving client demands. Here are the key findings:
1. Adoption Growth:
2. Benefits of Digital Transformation:
- Automated tools have enabled accountants to save 30-50% of time on repetitive tasks, such as payroll processing and tax preparation, allowing a greater focus on strategic decision-making CPA Journal.
- Firms utilizing AI and data analytics reported a 45% improvement in decision-making speed, enhancing client satisfaction and operational efficiency CPA Journal.
3. Technology Integration Trends:
- Blockchain, robotic process automation (RPA), and machine learning are increasingly integrated into accounting workflows, streamlining operations and improving data accuracyCPA Journal.
The statistical data shows a significant transformation in the accounting industry's approach to digital tools and technologies over the past decade. With over 90% of accounting firms will adopt cloud-based software in 2024 compared to less than 40% in 2015.
Best apps for accounting agencies 2025
1. QuickBooks - Go to website
Key Functions:
- Expense Management
You add those invoices and subtotals that you need for the job.
- Invoicing
Multiple payment systems - via invoicing, bank card, cash, etc.
- Create income reports
Generate detailed reports for each client.
Benefits for accountants:
1. Easy to use
Clear general scheme of the application operation.
2. Integration with other systems
Allows you to more easily perform accounting activities and customize them to the specifics of your work.
3. Powerful reporting tools
A wide range of various reports is generated at the user's request.
2. Xero - go to website
Key Functions:
- Payment and invoice management
Sophisticated system suitable for any business.
- Analytical tools
Clear and visual dashboard with all the necessary functions for the accountant.
- Automatic report generation
Providing detailed, comprehensive data.
Benefits for accountants:
1. Data transparency
Ability to create a workflow for each client, easy search, and customizable templates.
2. Ease of use
Only a short training is required to master the program.
3. Collaboration features
This option is especially relevant for an accounting agency.
3. Zoho Books - go to website
Key Functions:
- Systematization of financial transactions
All necessary tools for accounting reporting.
- Tax control
Can be customized according to your specific business.
- Report generation
The ability to filter reports based on tags is implemented.
Benefits for accountants:
1. Time-saving
Less time spent on routine calculations, ability to create templates.
2. Real-time access to analytics
No location-specific analytics.
3. Collaboration support
Ability to establish collaboration with your team.
4. Voiset
Key Functions:
- Automated task scheduling
AI scheduling of tasks in the schedule taking into account their priority, urgency and employee workload.
- Document Management
A repository of all documentation with a sophisticated system of systematization and access.
- Intelligent analytics for reporting
Generate statistical reports and identify problem areas in work.
Benefits for accountants:
1. Smart reminders
Customizable, so you don't forget what's important.
2. Convenient work with tasks and reports
Instantly get information about all current tasks and create comprehensive analytics.
3. Voice input for task creation
AI recognizes voice input in 33 languages, generates a task from the text and finds the best time for it in your schedule.
Why it's worth a try:
1. Voiset helps accountants direct their attention to prioritized tasks without getting distracted by things that can wait;
2. Automates routine processes and provides access to real-time reporting;
3. Requires no implementation/migration time: you can start using it immediately.
How does Voiset stand out from other apps?
Voiset is a versatile task manager easily adaptable to the needs of an accounting agency.
Implementing Voiset provides unique opportunities:
- Smart task management
You will be able to see the workload of each team member and choose who to give new client leads/tasks to. AI will analyze each team member's schedule and distribute the workload evenly.
- Integration with calendar
AI will help to create an optimal schedule - yours and all employees of the accounting agency.
AI will help you not to miss deadlines and remind you of all important tasks in advance.
- Analytics to track productivity
You will see which employees have completed the maximum number of tasks, you will be able to evaluate the effectiveness of work on a variety of parameters. Get a clear picture of weaknesses, correct deficiencies, and improve even the best results.
- Voice Control
Voiset is a godsend for accounting agencies looking to stay ahead of the curve. Reduce time to create tasks using voice input!
- Ability to work as a team
Take full advantage of team management capabilities: create collaborative workspaces, assign tasks to employees, and call directly from the task area.
An accountant is a specialist who performs a huge number of diverse functions. Whether you work in a team or provide private services, it's important to find a digital base that matches your needs, goals, and, of course, potential. That way, you can increase your productivity while reducing errors.
