Integrations and automation

Set up accounting document automation

Use automation to reduce manual bookkeeping on repeat documents, but start with a careful review instead of assuming every parse is ready to post.

5 min read · Updated Mar 18, 2026 · Managers and bookkeepers setting up document automation

Use Automation when you want repeat accounting documents to enter the system with less manual work.

Start carefully and review the output until you trust the pattern.

Quick facts

Start here

Automation is strongest on repeat document shapes and repeat vendors.
The first goal is time savings without losing accounting control.
Review is still part of the workflow, especially early on.

Step 1: Start with one repeat document type

Pick a stable document pattern first instead of automating everything at once.
Review how the system is classifying and preparing the document before expanding.

Accounting automation page showing imported documents and automation status — Start automation from the main document queue so you can see how the first repeat pattern is being classified.

Step 2: Scale only after the review looks clean

Add more automation only after the first pattern is behaving reliably.
If the errors are frequent, tighten the source data or rules before expanding.

Accounting automation review queue used before expanding automation — Expand slowly and only after the review queue looks clean enough that more volume will not multiply mistakes.