![]() The benefits of bookkeeping automation are undeniable. Book a free consultation call with our automation experts. ![]() Still have some doubts? We would love to clear your concerns about automating bookkeeping in your organization. Here are some reasons why you should consider Nanonets as your next bookkeeping software: With free and pay-as-you-go plans, Nanonets grows with your business, so you never have to worry about switching from your tech stack. Nanonets is well suited for businesses of all sizes. With no-code workflows, easy-to-use UI, and extensive documentation, any bookkeeper can automate their tedious tasks and focus on generating insights from financial data. Nanonets allow bookkeepers to automate manual aspects of bookkeeping like transaction matching, GL coding, data entry into ERP, approval chasing, and more. Nanonets is an AI-based no-code accounting automation software with OCR software, global payments module, and advanced workflow automation. Update your databases, accounting, or ERP software with seamless out-of-the-box integrations. Update data in accounting systems in seconds. Maintain audit trails, archive documents on a secure cloud, and enhance security with role-based access.Ĭapture all relevant information from invoices, receipts, bank statements, and more with powerful OCR models. Don’t let a pending approval slow you down!Īccess relevant bookkeeping data when you need it. Verify your transaction details with advanced 3-way matching and database matching and get the data approved from relevant stakeholders with automated workflows. Use no-code workflow automation to keep all your financial records up to date in real-time. Or, do it yourself with our free bookkeeping template.īenefits of using Nanonets bookkeeping templateĪutomate everything from extracting data and collecting documents to organizing your documents. Need our help setting Nanonets' bookkeeping template up? Let us help you automate your bookkeeping. This entire process takes 20 minutes to set up, but it saves more than 80% of your costs and 90% of your time! This is a one-time activity to activate Nanonet's bookkeeping template for automated bookkeeping. With seamless integrations, you can connect Nanonets to your Google sheets, mySQL, ERP software, or databases. Updating General Ledger, Balance Sheet & Income StatementĪfter everything is approved, all you need to do is update the data into relevant financial documents. Everything is no-code, so all you need to do is click, select relevant items and set up the conditions. You must add review stages, stakeholders, and rules to trigger approval.Į.g., You can start and review the approval process if the invoice amount exceeds the purchase order amount. This is the stage where you can set up approval processes by flagging inconsistencies in your data. ![]() Data enhancement options on Nanonets Approval Processes Setting up approval process on Nanonets You can set rules for GL coding, updating data format, and more, as shown below. Select Workflow from the left-hand side in every OCR model to reveal Data enhancement options. The documents will not automatically come from your email or any other source and will get classified and sent to the respective OCR models for data extraction.ĭocument OCR models on Nanonets Document classification based on document types Data Enhancement - GL coding, Currency adjustments, Data matching, etc.Please create a new OCR model for every document type by selecting from the pre-trained models and adding them after the document classifier model.Import documents automatically on Nanonets Data extraction from documents ![]() You can automatically upload documents via Email, API integrations, Dropbox, Google Drive, Zapier Zaps, or Amazon s3. After training the model, select the “Upload File” button to see all the document uploading options.Add the details of all the documents on the screen and add 10 documents of each type to train AI on the format of your documents.Select the Document Classification model from the main menu.Bank statements, invoices, bills, receipts, etc. Make a list of all the types of documents that you’ll receive in the bookkeeping workflow.Updating General Ledger, Balance Sheet & Income Statementĭocument Classification & Importing Documents.Data Enrichment - GL coding, Currency adjustments, Data matching, etc.The bookkeeping template workflow contains the following modules to supercharge your bookkeeping with intelligent automation: Once logged in, follow the steps to create your bookkeeping template. To use the Nanonets Bookkeeping template, log in to your Nanonets account or create a free account if you haven’t already. How to use the Nanonets bookkeeping template?
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