How can Zapier help me as an accountant?

One of the main questions we get asked about Zapier is “How can Zapier help me as an accountant?”.

Zapier can help to automate processes that are currently manual, as well as maintaining data consistency across the multiple applications you use so that there’s always one source of truth. You can use it to run your practice more efficiently, and to help improve financial and non-financial workflows for your clients.

We’ve put together some useful resources to help you to understand more about how Zapier can help your practice and your clients.

Content to help you get a general understanding

  1. Zapier’s favourite accounting Zaps
  2. Pixie’s guide to Zapier for accountants
  3. 5 Zapier automations you can’t live without
  4. Top 10 Zapier hacks with Heather Satterly and Practice Ignition
  5. Zapier steps in to the cloud integration gap

Content to help you understand specific Zaps

10 Zapier automations to keep your Karbon contact details up-to-date

Connecting Senta to Practice Ignition via Zapier

Practice Igntion and Mailchimp

Using Zapier to notify invoice creators once an invoice is approved in ApprovalMax

Automate your lead management and onboarding with apps and Zapier

5 ways to use the Senta Zapier integration

Managing leads using Cognito Forms, Calendly/Acuity, Pipedrive, Mailchimp,  and Practice Ignition

How does Receipt Bank work with Zapier?

App Advisory Plus are certified Zapier Experts

  • We can build and maintain zaps for you and your clients.
  • We also offer Zapier advice and support through our professional membership.

Book in a free 15 minute Zapier consultation.

Zapier Certified Expert

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