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We help businesses harness the power of data analytics and business intelligence using Zoho Analytics and Data Prep.
We setup integrations to collect your data is ready for advanced analysis to drive strategic decision-making.
We integrate data from multiple sources such as CRM, ERP, excel sheets and third-party applications into Zoho Analytics. This unified approach ensures you have a comprehensive view of your business data, enabling more accurate analysis and reporting.
We help you clean, organize, and prepare your data for analysis. By eliminating duplicates, correcting errors, and standardizing formats, we ensure that your data is reliable and ready for insightful analysis.
We set up real-time data synchronization to ensure that your analytics are always up-to-date. This allows you to make timely decisions based on the most current information available.
We implement access control measures to protect your sensitive information. This ensures that only authorized users can access and manipulate your data, safeguarding it from breaches and unauthorized access.
We integrate AI-driven solutions to elevate your business intelligence capabilities, providing advanced analytics, deeper insights and smarter decision-making.
We set up automated insights that highlight key trends and anomalies in your data. These insights are generated in real-time, enabling you to react quickly to changes and capitalize on emerging trends.
We design and implement custom dashboards, data visualizations and reports tailored to your business needs. These tools provide real-time insights into key performance indicators (KPIs), helping you monitor performance and make informed decisions.
We use OCR technology to convert different types of documents, such as scanned paper documents, PDF files, or images captured by a digital camera, into editable and searchable data. This streamlines data entry and ensures that valuable information is easily accessible for analysis.
We implement AI-powered tools that analyze large datasets to uncover hidden patterns and correlations. This advanced analysis provides deeper insights that can inform strategic decisions and identify new opportunities. We use predictive analytics to help you anticipate future trends and outcomes, enabling proactive decision-making.
Want Business focused bookkeeping or Build Custom Dashboards?
Follow these simple steps to begin your journey with Automate Accounts
Get on a call with our team to discuss your integration needs, required reports, insights, alerts and dashboards. We work with you to understand your data landscape and business objectives.
Based on your needs, we provide a detailed scope of work and a quote. You can choose between a project-based contract or an hourly retainer. Once agreed, we sign the contract to formalize the engagement.
We offer ongoing support via chat, email and phone to ensure your business intelligence solutions remain effective and up-to-date. This includes training, troubleshooting, and additional customization as your business needs evolve.
We facilitate a smooth transition from other accounting systems to Zoho Books, ensuring your financial data is accurately and quickly transferred without disruption to your business operations.
Knowledge base of the latest trends, news and learnings
Business intelligence and analytics transform raw data into actionable insights, helping you make informed decisions, identify trends, improve efficiency, and gain a competitive edge.
Zoho Analytics provides powerful tools for data integration, visualization, and analysis, allowing you to monitor key performance indicators, predict trends, and make data-driven decisions that drive business growth.
Getting started involves assessing your current data landscape, defining your business goals, and working with our team to design a tailored implementation plan. We offer 360 degree solutions from data integration to dashboard creation.
Knowledge base of the latest trends, news and learnings
Zoho CRM provides sales representatives with comprehensive insight into all phases of the sales process, encompassing lead generation, lead capture, conversion, retention, and loyalty.
Zoho Trident is a comprehensive desktop application designed to enhance communication and collaboration within workplaces. Zoho Trident is a comprehensive desktop application designed to streamline workspace productivity and communication.
Zoho People is a cloud-based HR software solution designed to manage and organize employee data efficiently.
Whether you’re seeking to streamline your operations, enhance efficiency, or secure your data, our team at Automate Accounts is dedicated to provide personalized, cutting-edge solutions tailored to your business needs. Get in touch to discover how we can elevate your business to new heights
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Automate Accounts specializes in bookkeeping and
automating business processes, enhancing efficiency,
and growth for service businesses across North America.
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