Expense categorization automation for CPA firms typically starts around $3,500 for core foundational projects, scaling up based on the complexity of your existing general ledger structures, client volume, and specific software integrations (e.g., QuickBooks Online, Xero, Bill.com). Most engagements are fixed price, ensuring you have clear cost expectations before any development begins.
We conduct a detailed audit of your firm's current expense categorization process, analyzing how client receipts, bank statements, and vendor invoices are currently received, processed, and coded into your accounting software. This involves reviewing your existing chart of accounts and specific client categorization rules.
Our team designs and builds a custom automation solution tailored to your firm's unique workflows, integrating directly with your accounting platforms (e.g., QBO, Xero) and expense management tools (e.g., Dext, Expensify). We establish rules to automatically match transactions to the correct general ledger accounts and classes.
We deploy the automation, ensuring seamless integration and providing your team with comprehensive training on the new system. We verify that transactions from various sources are accurately categorized and posted, reducing manual review time significantly.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit