Bookkeeping automation savings calculator
A back of the envelope estimate. Change the assumptions to match your team. Nothing you enter leaves your browser.
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How to read the result
- Hours saved is the honest number. Money saved assumes those hours were paid for, which is true for outsourced bookkeeping and overtime, less true for a salaried controller who will simply do better work with the time.
- The automation rate is the assumption that matters. Ask any vendor for the straight through processing rate their customers reach after 90 days. Plug that in, not the demo number.
- Setup effort is real. Budget 10 to 30 hours to connect feeds, clean the chart of accounts and correct the first month of suggestions. The payback figure counts that.
Tools that move these numbers: Ramp and Brex for card spend, Digits and QuickBooks for categorisation, BILL and Stampli for invoices. See the full directory.