Solution · Practice automation
Accounting automation for CPA firms
One workspace where transaction categorization, month-end close, document chasing, and financial reporting run on rules and AI review instead of staff memory and spreadsheets.
What actually gets automated
Automation only pays off where the same decision repeats. In a CPA firm that is categorization, reconciliation matching, recurring entries, client follow-up, and report assembly — all of which MyCPAPracticeHub handles as background work with a preparer in the review seat.
- Bank feed rules that categorize transactions and learn per-client exceptions.
- Reconciliation for bank, credit card, and loan accounts with a clear unmatched queue.
- Recurring journal templates and scheduled depreciation postings.
- Automated document requests with escalating reminders that stop on receipt.
- Month-end close checklist with anomaly sweeps before review, not after.
Built around the close, not around a ledger
The close is the deadline that defines firm capacity. Every module — books, payroll, audit, tax — writes into the same ledger and the same close checklist, so a partner can see which clients are ready to review and which are blocked, on one screen.
Reporting your clients can read
Trial balance, P&L, balance sheet, and cash flow with budgets, comparatives, and drill-down to the underlying journal entries. Export a full statement pack to Excel or PDF with your firm's header in one click.
Frequently asked questions
- What is accounting automation for a CPA firm?
- It is the use of rules and AI to handle repeating accounting decisions — transaction categorization, reconciliation matching, recurring entries, client document chasing, and report assembly — so licensed staff review output instead of producing it manually.
- Does automation replace the accountant's judgment?
- No. Automation removes administrative surface area around professional judgment. Tax positions, scope, materiality, and client advice stay with the licensed professional, and every automated change is logged to an audit trail.
- How long does it take to roll out?
- Most firms are running one service line on automation inside 30 days: week one to consolidate engagements and stages, week two for document automation, week three for categorization rules, week four to measure against the baseline.
See it in your own practice
Bring one messy client file to the call and we'll automate its categorization, reconciliation, and close checklist live.