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How Any Accounting Firm Can Start Using NoCode Automations

How Any Accounting Firm Can Start Using NoCode Automations

So… you’ve started to hear the buzz surrounding NoCode for accountants, and now you’re probably wondering what the hype is all about. 


Well, if you’re like many
future-forward firms, you’re looking for ways to scale your practice with the use of technology… as long as it doesn’t ruin quality control! Some technology can be great for this, while others, not so much. 

Quality control is usually one of the largest areas of pushbacks to using technology and automation within businesses, and a concern that is surely valid. We always preach, technology will not replace people, but it will help us to leverage people better. By finding the right systems and technology that fits into your workflow and org structure, you can find massive efficiency and monetary gains, while not keeping yourself up at night over whether or not you’ll be able to find the next all-star talent to join your scaling team. 


So where do you start? We’ve broken down your next steps into three options, of which only you will be able to determine the best path for your firm.

Three Ways To Get Started With NoCode Automations


1. The DIY Starter Path - Zapier


You’ve probably heard of it before, especially as it is the number one self-service automation platform on the market with over one million active users on the software. We like to think of Zapier as the Starter Pack to automations. It surely has some of the most connections, but those connections are also limited in your ability to parse, manipulate, and extract data between two or more apps. Because of this, it’s a great starting point to test a few automations within your firm. 

 

Here’s a list of our top three Zaps that you can implement into your practice. 


2. The Power-User Path - Make (formally Integromat)


Where Zapier is the starter path,
Make is the enterprise path. While there may not be as many apps in their ecosystem (~5k on Zapier vs. ~1.2k on Make), we recon that they have the most commonly used ones available. And if they don’t, you’re able to link an external app’s API (series of codes to tap into most applications on the internet) into Make yourself! On top of this, the ability to slice, dice, transfer, and route data is unmatched for an “off-the-shelf” platform.

 

3. The Fully Managed Path - Appstream by GrowthLab

Now you may be reading this wondering where you’re going to find the time to learn these systems as you’re busy growing your own firm. This is exactly why we started AppStream by GrowthLab. Our ManagedConnect Subscription will build you your own custom app integrations and automations (leveraging the Make platform), and then fully manage them for you - so you don’t have to worry about the codes breaking or when to update them. With no upfront development costs, our subscription starts at only $300/month. 


Still unsure which route to take? We suggest you start with Zapier if you don’t have any automations in your firm, yet. While it’s not the most robust platform, it allows you to get your feet wet and open your mind around what can actually be automated. We think you’ll be excited to know that Zapier is just the tip of the iceberg when automating your firm. 

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