3 Apps for Accountants That BLEW MY MIND

Introduction

In the fast-paced world of accounting, discovering tools that can enhance productivity is like finding gold nuggets in a stream. Here are three innovative apps that have completely transformed the way accountants work and interact with clients.

1. Scribe

Scribe is an exceptional Chrome extension that allows users to create step-by-step guides. It captures each action taken on your computer screen, making it easy to document processes for clients or team members.

How It Works

Perform the actions you want to document.
Scribe automatically records each step, leaving you with a visual representation of the process.
Remove any unnecessary steps, such as entering two-factor authentication codes, and tailor the instructions as needed.

This is especially useful for repetitive queries accountants face daily, like how to invite an accountant or upload a file. Once you create a library of reusable explainers, consider sharing them with other firms for mutual benefit.

2. Uncat

Uncat streamlines the process of managing uncategorized transactions in your accounting software. This app sends notifications to clients requesting more information for transactions listed as "uncategorized."

Power User Features

Set up notifications on a schedule: daily, weekly, or monthly.
Use bank rules to automatically categorize transactions that frequently appear as uncategorized, like those from Amazon, Venmo, and Home Depot.
Manage multiple users with credit cards, directing notifications for uncategorized transactions to the appropriate client.

For just five dollars a month, you can automate client reminders and eliminate tedious manual follow-ups.

3. Keeper

Keeper is a groundbreaking application that integrates closely with your accounting software, providing a comprehensive management dashboard for your bookkeeping team.

Key Features

Manage closing tasks, adjusted journal entries (AJEs), bank reconciliations, and transaction reviews all in one place.
View your profit and loss statement, balance sheet, and other critical reports without having to switch between applications.
Manage multiple QuickBooks files from a centralized dashboard, giving you insight into various tasks across your accounting practice.

This single dashboard view can drastically enhance your team's workflow and productivity.

Conclusion

By utilizing these three apps—Scribe, Uncat, and Keeper—you can drastically improve efficiency in your accounting practices. Each application offers unique features that address common pain points in the industry. So, gear up, explore these tools, and redefine your accounting experience!

Keywords

Scribe, Uncat, Keeper, accountants, productivity, step-by-step guides, transaction management, automated notifications, bookkeeping dashboard, financial reports.

FAQ

Q1: What is Scribe and how does it help accountants?
A1: Scribe is a Chrome extension that helps accountants create visual step-by-step guides for common processes, making it easier to document workflows for clients and team members.

Q2: What does Uncat do?
A2: Uncat notifies clients about uncategorized transactions within their accounting software, allowing accountants to get the necessary information automatically.

Q3: How does Keeper benefit bookkeeping teams?
A3: Keeper provides a centralized dashboard that integrates with accounting software, allowing for efficient management of closing tasks, journal entries, reconciliations, and financial reports.

Q4: Are these applications easy to integrate into existing accounting systems?
A4: Yes, all three apps are designed for seamless integration, allowing accountants to adopt them without major disruptions to their existing workflows.