2018 course – Data Entry Automation Deep Dive: A Look at the Latest Data Entry Automation Tools

Data Entry Automation Deep Dive: A Look at the Latest Data Entry Automation Tools

August 14, 15, 28, 29, 2018
9AM PT / Noon ET



In this 4-hour webinar series, we’ll review several apps in the data entry automation, integration, and cleanup space. And there are a lot of them. We’ll organize our search by category of tool, because there are cleanup tools, get-the-data-in tools, integration tools, and mass import/export features and tools, to name a few.

You’ll not only see what’s possible, you’ll see which tool does what, the price and return on investment, and a list of features of each tool, all put together in a great comparison spreadsheet.

No matter whether you’ve been handed a shoebox of papers, a set of images or receipts, a data file that’s on the messy side, or an integration nightmare, we’ll point you in the right direction. You’ll learn:

  • The differences among data entry automation, expense management software, cleanup tools, integration apps, and document management apps
  • The best options to handle your data entry workflow, no matter how the data comes in and what you need to do with it
  • The top apps in this space and a demo of each
  • Pricing of these apps and how to cost-justify them in your practice

Oh, and no sponsor money will be received to taint my honest opinions!

As always, this course will only be offered ONCE. If you’re already booked for one of the session times, it will be recorded, and self-study CPE will be available one week after the course is complete.

Knowing which app to use for which job impacts your time — and your profit margin — on every single job you do. When clients come to you with shoeboxes of papers, banks that don’t offer automated feeds, years of cleanup work, system integration nightmares, and other how-do-I-get-the-data-in-quickly-and-accurately issues, you need an industrial-strength toolbox of apps and skills to get the job done, and this course will show you how.

CPE Information

Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Field of Study: Information Technology
Cost: $129
CPE: 4 hours

Sandra L. Leyva, Inc. is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be submitted to NASBA through its website: www.learningmarket.org.

August 14, 15, 28, 29, 2018
9AM PT, 10AM MT, 11AM CT, Noon ET



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Marketing and Coaching for Accountants, CPAs, Bookkeepers, QuickBooks Advisors, and Xero Consultants
Accountant’s Accelerator is a division of Sandra L. Leyva, Inc.

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