Enable accounting automation for your SMB customers

A guide to optimizing your product suite and reducing churn with native accounting integrations

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Modern SMBs are looking for efficient, interconnected solutions that streamline everyday workflows. By syncing your platform to their accounting software, you can automate their most critical tasks—and become their go-to operating system.

In this guide, you’ll learn:

  • What accounting automation is and how it works.
  • Key ways you can enable accounting automation for your SMB customers.
  • How to build effective accounting integrations across use cases, from banking to incoming and outgoing payments.

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