Automate Bookkeeping to QuickBooks, for Precise Bookkeeping at UK

Precise Bookkeeping is professional bookkeeping company, serving the small businesses in the South West of UK for over 15 years.

Seeking a more efficient way to handle this heavy administrative load, Gary, at Precise Bookkeeping, turned to search engines and trialed several competitors before finding that EzzyBills offered the best balance of economy and ease of use.

Challenges

For Gary and his team of three, managing accounts payable used to be a repetitive, high-touch process. Before discovering EzzyBills,

• the team manually keyed every purchase invoice directly into QuickBooks Online.
• This meant hours spent squinting at paper or PDF documents, hand-typing supplier names, invoice numbers, and line items, a process that wasn’t just slow, but also prone to human error.

Discovery and Selection of EzzyBills

Seeking a more efficient way to handle this heavy administrative load, Gary turned to search engines and trialed several competitors before finding that EzzyBills offered the best balance of economy and ease of use.

Implementation Highlights

While any new software comes with a learning curve, Gary found the transition to be incredibly smooth thanks to our dedicated support team.

• Many bookkeeping firms struggle with “non-standard” invoices that standard OCR often misses, but Gary’s experience was different.
• Whenever a complex scenario arose, such as unique tax treatments, or complex data extraction rules, EzzyBills support was on hand.
• These tailor-made configurations allowed the system to automatically recognize and sort data that would usually require manual intervention.
• By automating these complicated use cases, Gary was able to move away from being a “troubleshooter” to a true reviewer of data.

Key Features and Benefits

Precise Bookkeeping and their clients leverage the following EzzyBills features to improve efficiency and organisation:

1. Automated Bill & Receipt Scanning to QuickBooks: Using EzzyBills’ AI-powered data extraction and smart export capabilities, bills and receipts are automatically captured and sent to QuickBooks. This has significantly reduced manual data entry and overall bookkeeping processing time.
2. Streamlined Expense Approvals: Some clients use EzzyBills’ expense approval functionality, enhancing approval efficiency.
3. OneDrive Integration: EzzyBills automatically exports invoices and receipts to OneDrive, providing an additional, reliable way to organize and store original financial documents.

Results

The Precise Bookkeeping team is “very impressed” with the results:

• Increased Productivity: By moving away from manual data entry, they save approximately 4 hours per week.
• Enhanced Client Satisfaction: Improved visibility into financial data has increased transparency and enabled faster, more responsive client support.
• Scalable Operations: Automation allows Precise Bookkeeping to efficiently support a growing client base without adding administrative overhead.

The simplicity, excellent support and overall time savings make EzzyBills a must-have tool for any modern bookkeeping firm.

— Gary, Precise Bookkeeping

About EzzyBills

EzzyBills is a leading Bookkeeping automation solution designed to simplify and optimize financial workflows. With advanced features and robust integration capabilities, EzzyBills helps businesses save time, reduce errors, and achieve operational excellence.