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What's Next for Accounting? - Issue #48

What's Next for Accounting?
I wrote the season 2 finale for my podcast recently and it absolutely slaps. If you haven’t checked it out yet, start at season 2. It’s the most ridiculous project I’m working on right now.

🤖 Automate My Thing
Automate Your Confirmation Emails ♻️
How many purchase/autopay confirmations do you & your clients receive every week? A lot.
On twitter this week I shared how my team saves hundreds of hours a year with email parsers, and how to build one in less than five minutes.
I made an entire guide to show how to do things like:
  • Send it via a custom email
  • Post it to your accounting system
  • Send a parsed bit of info over SMS
  • Slack me if the amount is over a threshold
What do you think of these fancy Scribe guides?
What do you think of these fancy Scribe guides?
But an interesting use-case specific to us accountants is payroll confirmation emails. You know, these ones: Gusto will draft $X for payroll and $Y for taxes on Z date.
I don’t generally give my clients Gusto access, so they don’t receive these notifications, but many of them want to how much money is coming out, and when.
Using a parser, we could auto-forward those confirmations to a parsing mailbox, pull out the date & amounts, and send a custom-branded notification to the client, sharing all the specifics, in a branded email, without adding them to the payroll system.
The guide will show you how, but the most relevant Scribes are Create an Email Parser, and Send Parsed Info via Email.
💎This Week's Sponsor
👷‍♀️ This Week I Made
AutomationTown | S02E06 | For When Your Phone Isn’t Smart
😍From The Community
My community Realize is a private space for people to swap ideas & collaborate. At $120/mo it’s also the way I finance everything else I do, pay a full-time creative director, and a part-time developer in an effort to make the accounting industry a slightly better place 💗 The community is currently about 165 members strong.
🕵️‍♂️Where to Find Me
🎧 Podcast Interviews:
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Jason Staats
Jason Staats @jstaatscpa

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