Managed Automation Service Provider
As a Managed Automation Service Provider, we understand accounting practices and how automation can drive new efficiency in the firm. We provide tailored strategies to transform your firm's operations, enhancing accuracy, speed, and client satisfaction. By adopting a hands-on, collaborative approach, we work alongside your team to identify key areas for automation, implement scalable solutions, and drive innovation, ensuring your firm remains competitive and agile in the ever-evolving technology landscape.
Robot Army as a Service
Automata will build automation projects to address your specific workflow inefficiency and pain points. We design, build, test, and deploy the robot tailored to your practice. We have built a library of robot parts to interface with different web applications and are flexible to fit your process. This library of code allows us to take leaps forward in the development process. We are constantly updating currently libraries and creating new ones.
Our current library contains bots for:
- Airtable
- Assessteam
- CCH Axcess Document
- CCH Practice Management
- CCH Pro System fx Tax
- ClickUp
- Drake
- Firm 360
- Fresh Desk
- Gusto
- iChannel
- Jetpack Workflow
- Karbon
- Knuula
- Lacerte
- Lacerte Organizers
- Mailchimp
- Microsoft Office 365 (Email and Teams)
- Microsoft One Drive
- Microsoft Sharepoint
- Microsoft SQL Server
- Monday.com
- Practice Ignition
- Quickbooks Online
- Safesend
- Sharefile
- Sharepoint
- Suralink
- Tax Dome
- TR Go File Room
- TR Ultra Tax Organizers
- Xero
- Xero Practice Manager
- XCM
- Zapier
If you do not see an application you want to automate, talk to us. The library may already be in production and your input could help shape how it functions.
Consulting
Need to bounce ideas off of an experienced automation project manager? Software is typically not written by one person and a consultation can help get the gears moving efficiently; automation is no different. If you have already started working on an automation project but want some guidance, our project managers and automation engineers can help. They can review your project and advise on efficiency or help break through walls if you get stuck.