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.
Which apps link to Zapier?
Find out which apps have Zapier integrations by running a quick search from your Zapier dashboard (you’ll need to be logged in).
Content to help you get a general understanding
- Zapier’s favourite accounting Zaps
- Pixie’s guide to Zapier for accountants
- 5 Zapier automations you can’t live without
- Top 10 Zapier hacks with Heather Satterly and Practice Ignition
- Zapier steps in to the cloud integration gap
Content to help you understand specific Zaps
Lead Management and Onboarding
App Advisory Plus are certified Zapier Experts
- We can build and maintain zaps for you and your clients.
- Ask us Zapier questions via our ‘Get App Advice‘ contact form
Book in a free 15 minute Zapier consultation.