End-to-end solutions

Accounting Automation

Automate bookkeeping, invoicing, payroll, and more with our accounting automation solutions—ensuring accuracy, compliance, and seamless financial operations.

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Accounting Automation Benefits

Faster Workflows

Automated accounting processes eliminate time-consuming manual tasks, enabling 80%+ faster financial data processing, recordkeeping, accounts receivable collections, financial close, and reporting operations.

Improved Productivity

Accountants can focus on strategic decision-making by automating routine tasks like journal entries, financial calculations, and report generation. This results in a 1.5–5x increase in team productivity.

Cost Reduction

Automation significantly cuts accounting-related expenses, including labor and financial transaction processing costs. Document automation (invoice processing, report generation) alone can bring 80–90% cost savings.

Enhanced Control

Our Accounting Automation Solutions provides Automated bookkeeping with a complete audit trail, ensuring 100% control over accounting flows. This transparency helps businesses quickly detect errors and prevent fraud.

Automated Accounting System: Key Features

Journal Entry Automation

Automate creating, updating, and approving journal entries across all financial transactions, including multi-currency ones. This feature also includes custom templates for different ledgers, recurring and reversing entries, and automatically attaching supporting documents like invoices, receipts, and payroll reports.

General Ledger (GL) Automation

Automatically consolidate transactions from different ledgers and record them in the general ledger. Set rules for categorizing transactions (e.g., assets, liabilities, revenues), calculate GL balances, and even reallocate account balances to specific branches or subsidiaries.

Automated Invoicing

Generate invoices easily with templates, including recurring invoices. This feature handles tax calculations, discounts, additional charges (like late fees), and billable expenses. It also automates invoice approvals across departments and sends them to customers on a scheduled basis.

Accounts Receivable (A/R) Automation

Track due and overdue amounts, and calculate key metrics like Days Sales Outstanding (DSO) and A/R turnover. This feature automates payment collections through various methods (bank transfers, ACH, etc.) and matches payments to the right invoices. It also sends payment reminders to customers automatically.

Accounts Payable (A/P) Automation

Keep track of payments, owed amounts, and other key metrics like Days Payable Outstanding (DPO). Automatically capture and validate purchase invoice data against purchase orders, set up scheduled payments to suppliers, and manage multi-department payment approvals. Notifications keep you updated on payment dates.

Expense Accounting Automation

Automatically capture and validate employee expenses (like travel or telecom), route them for approval, and generate reports. It calculates reimbursement amounts and records them in both the expense and general ledgers. Scheduled payments ensure employees get reimbursed on time.

Inventory Accounting Automation

Automatically create inventory records based on purchase orders and track inventory values across multiple locations and stages of production. This feature helps manage everything from raw materials to finished goods.

Payroll Automation

Simplify payroll by automatically calculating salaries, overtime, bonuses, and deductions. Record payroll details in the payroll ledger and general ledger, and schedule employee payments.

Trusted by fast-growing SaaS companies

Our Accounting Automation Process

Discovery & Assessment

  • Understand your business challenges.

Custom Solution Design

  • Access current systems and integration requirements.
  • Choose a unique integration solutions approach.
  • Plan the integration

Implementation & Testing

  • Conduct rigorous system integration testing to ensure seamless integration, data accuracy, and operational continuity.
  • Test the integration.

Ongoing Support & Optimization

  • Deploy the integration.
  • Provide continuous support post-deployment to ensure system stability.

Crystal Clear Skincare Cuts 75% in Manual Data Entry with System Integrations

“At Crystal Clear Skincare, we needed to integrate our logistics, CRM, and finance systems(Xero) to streamline our B2B and B2C operations, automate data transfers, and improve efficiency. Satva Solutions exceeded our expectations by seamlessly connecting Linnworks, Xero, and our CRM HubSpot, delivering a robust system that drives effectiveness and positions us for future growth. Their expertise in Multiple eCommerce, and CRM integration automated manual processes, reduced errors, cuts 75% manual data entry and saved valuable time. We are thrilled with the results and grateful for the value Satva Solutions has brought to our business.”

Rob Owens – COO, Crystal Clear UK

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Why Choose US as an Accounting Automation Provider?

  • Customized Solutions: Tailored automation workflows aligned with your business needs.
  • Seamless Integrations: Connect with leading ERP, CRM, and financial systems.
  • Scalability: Future-proof your financial processes with flexible automation solutions.
  • Enhanced Accuracy: Reduce errors and ensure compliance with automated checks.
  • We aren’t a generic Integration company; we focus on multiple-platform integrations and Fintech Software development services.
Why choose satva as your integration partner

Get accounting automated

Our Case studies

Explore Solutions For SaaS

Effortlessly connect your SaaS with industry-leading ERP systems like SAP, Oracle, and Microsoft Dynamics, ensuring smooth business processes and enhanced operational efficiency.

Integrate your SaaS with leading HR systems like Workday, BambooHR, and ADP, simplifying payroll management, Timesheet & employee data synchronization, and enhancing your HR processes.

Integrate your SaaS with leading CRM platforms like Salesforce, HubSpot, and Zoho CRM to enhance customer relationship management and streamline your sales processes.

Seamlessly integrate your SaaS with top eCommerce platforms such as Shopify, WooCommerce, and Magento, automating sales data management and optimizing your online operations.

Frequently asked questions

How does accounting automation benefit businesses?
Accounting automation eliminates manual tasks, enhances accuracy, and speeds up processes like invoicing, reconciliation, and financial reporting. Businesses experience increased efficiency, cost savings, and real-time financial insights.
Can we fully automate our accounting processes?
Yes, many repetitive accounting tasks—such as data entry, invoice processing, and bank reconciliation—can be fully automated. However, some complex financial decisions and compliance checks may still require human intervention.
How long does it take to implement custom accounting automation?
The timeline depends on the complexity of your requirements, integrations, and automation level. A simple automation setup can take a few months, while a fully customized solution with AI and multi-platform integration may require more time. Contact sales for more details.
We use outdated accounting software. Can we automate it?
Satva Solutions can assess your existing system to determine if automation tools and APIs can enhance its functionality. If your current software lacks scalability or modern features, we share approaches and advise on the best option for your case.
Is it better to automate accounting in-house or hire an expert?
If your team lacks experience in AI-driven automation, ERP integrations, or financial software development, outsourcing to experts like Satva Solutions ensures seamless implementation, reduced errors, and long-term efficiency.

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