We use QBO but like you said there are tons of manual processes. I spoke to a startup called https://www.forecastr.co/ and they are trying to solve some of the forecasting sides of things.
I am working on some of the automation sides of accounting and there are feet things that take a bit of time and trying to see if we can automate them. These includes
1. Auto file all transactions and tag them with proper category
2. Reconcile with the bank account
3. Flag transactions that may qualify for R&D credit (if you are a startup) etc.
4. Auto-create invoices/PO directly from CRM (Salesforce Hubspot) based on certain conditions.
In the future, I plan to add some forecasting, etc. Right now my UI is just google sheet or Airtable. Happy to connect if you are looking into F&A Automation.
For FP&A, many of my clients still utilize a heavy manual process that is based in Excel. Some functions within Xero that allow for pretty seamless creation of budget forecasting within the software using Xero's custom reporting features.
Also came across Floatapp that offers cash-flow forecasting and scenario planning. And it has integrations with QB and Xero. Still looking into learning more about how much incremental value it would add to a client's FP&A process, especially given the price tag for its basic level starts at $69/month, which is double the cost for Xero's "Growing" level package.
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