FinAutomation - About Us

About Us

Welcome to FinAutomation.com, where we redefine the way bookkeeping is done. Founded in 2019 and proudly based in Southlake, TX, within the vibrant Dallas/Fort Worth area, we recognized the challenges faced by CPA firms, accounting professionals, and bookkeepers in managing complex bookkeeping tasks. Our goal was simple yet ambitious: to transform the tedious and often overwhelming world of bookkeeping into a streamlined, automated experience.

Challenge

The labor-intensive, time-intensive and often error-prone processes of categorizing financial transactions and reconciling accounts for their diverse client base.

Solution

FinAutomation.com provides a comprehensive solution designed to automate and optimize the categorization and reconciliation processes, transforming a manual burden into a strategic advantage.

Our Team

Our dedicated team of bookkeeping experts understands the nuances of accounting and the manual QuickBooks Online tasks that bog down productivity. Leveraging thousands of clients' historical data and transactions, we’ve crafted an intelligent solution that provides us with the ability to categorize transactions quickly then simplifies the reconciliation process. By integrating a small portion of advanced AI technology, we provide the solution that drives productivity and fosters business growth.

+400

Clients Categorized and Reconciled Daily

+760

New Clients per Month

+20

Bookkeeping Experts

The Future of Accounting

We are not your typical "AI accounting software" company. We pride ourselves on our hands-on approach and our commitment to understanding the unique needs of accounting and bookkeeping professionals. Our solution is designed with you in mind—easy to use, reliable, and built to grow with your firm.

At FinAutomation.com, we believe that the future of accounting is not just about automation; it’s about empowering you to serve your clients better and scale your firm effectively. Join us on this journey to simplify bookkeeping and unlock your firm’s full potential. Together, we can redefine success in the accounting industry.

Ready to See What FinAutomation.com can do for your firm?

Our solution streamlines your accounting processes, making it easier than ever to manage your client accounts and generate reports.

We offer a free trial, free one month of categorization and reconciliation for up to THREE clients.

Try FinAutomation

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