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



Automation is not only streamlining your business; it’s moving tasks you used to do back to the client. One example of this is transaction entry, where the client spends money and has a receipt that needs to be handled, entered, approved, and coded.

We’ll break down the categories of tools so you have the big picture of what’s possible. Then we’ll share the tools that automate transaction entry, including but not limited to expense management. NO matter whether you’ve been handed a shoebox of papers, a set of images or receipts, or a data file that’s on the messy side, we’ll point you in the right direction. We’ll also take the top 3-4 apps and do a comparative table of features, prices, and more as a handy reference. You’ll learn:

  • The differences among data entry automation, expense management software, and document management apps
  • The best options to handle your data entry workflow, no matter how the data comes in
  • The top apps in this space and a demo of each

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

CPE Information

Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Field of Study: Information Technology
Cost: $129
CPE: 1 hour

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.

1900 Preston Rd 267 PMB 95, Plano, TX 75093



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