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For accounting and CPA practices

Accounting workflow automation

Client documents read and filed on arrival, figures written straight into QuickBooks or Xero, transactions matched automatically. Your team reviews the exceptions and nothing else.

Month end close, five days to two

We used to spend 40 hours a month reconciling invoices across three systems. Aslynx connected our accounting software, automated the matching, and now our team reviews exceptions only. Month end close went from five days to two.

Managing Partner, CPA Firm

What gets automated

01Client document intake

Receipts, slips, statements and year end packages arrive in every format a client can produce. Each one is read, classified and filed against the right client and tax year without anyone sorting an inbox.

02Data extraction into the ledger

Amounts, dates, vendors and account codes pulled from the source document and written into QuickBooks or Xero. The keying step disappears, and with it the transposition errors nobody catches until review.

03Reconciliation and matching

Transactions matched across systems automatically, with only the exceptions surfaced for a human. Your team spends its time on the twelve items that disagree, not the twelve hundred that do not.

04Recurring reporting

Month end packages, management reports and client summaries built from live data and delivered on schedule. No one pulls figures into a spreadsheet the night before.

05Engagement workflow

Checklists populated from the documents already received, so the status of every engagement reflects what has actually arrived rather than what someone remembered to tick.

No migration required

Your ledger stays where it is. The automation writes into the software your practice already runs, and connects to anything else over API.

QuickBooksXeroNetSuiteTaxDomeCasewareSharePointDropboxCustom and legacy systems

Find out what yours would cost

Projects are fixed price, typically between $5,000 and $50,000, set by scope rather than billed by the hour. The audit that produces your number is free and there is no obligation attached to it.