Built for accounting firms
Turn client documents, spreadsheets, and recurring handoffs into a workflow your team can rely on. We build the application and connect your tools, with review and approval defined around the way you work.
Structure the information for your tools.
Bring exceptions back to your team.
Data entry automation · Hasenbank Accounting Service
We helped Hasenbank Accounting Service automate repetitive data entry, with an application built around the way the team works.
Bring us the recurring work that takes time away from your team. We’ll explore where data entry automation could help your firm.
| Date | Description | Amount | |
|---|---|---|---|
| 1 | Oct 12 | Office supplies | $148.50 |
| 2 | Oct 13 | Software subscription | $96.00 |
| 3 | Oct 14 | Travel expense | $64.20 |
BumblebeeAutomated data entry
ConnectedWhere to start
Pick a workflow with clear inputs, a useful output, and someone who can check the result. These are starting points we can scope with your firm.
Bring records from spreadsheets, client documents, and other sources into a consistent format. Map fields to your accounting system and define the checks needed before entries are created.
A repeatable path from source records to your accounting tools.
Explore integrations & automationOrganize client documents, extract the information your preparers need, and flag missing or inconsistent inputs. Scope the workflow around your firm’s preparation process and professional review.
Organized source information for your preparer to verify.
Explore tax preparation workflowsCollect recurring inputs, apply your firm’s business rules, and surface differences for the team to resolve. Define the people and approvals required before any payroll action.
A reviewable set of payroll inputs and exceptions.
Explore payroll workflowsBuilt for professional review
A dependable workflow needs more than extraction. We work through the exceptions and responsibilities that make it usable across your team.
A useful first step · Free tool
Convert a bank or credit card CSV into a .qbo file for QuickBooks Online. Review the transactions before downloading. The converter runs in your browser, with no signup or file upload.
Open the CSV to QBO converterMonth-end · Free tool
Match a bank statement CSV to your ledger export and get the deposits in transit, outstanding checks and bank-only items in a finished Excel reconciliation. Or download the blank template. Both run in your browser, with no signup or file upload.
Open the bank reconciliation toolHow we work
We work through your process, users, data, and constraints. Together, we define a useful first release and how we will judge it.
Agreed scope, success criteria, and delivery planWe engineer the application and its integrations. Your team reviews working software with real scenarios, including the exceptions.
A tested application, ready for your team’s acceptanceWe host, monitor, patch, and maintain the application. Feedback becomes tested improvements, with support responsibilities agreed before launch.
Ongoing application care and a clear path for improvementsBefore we build
Accounting workflow automation connects the steps between receiving client information and preparing it for your accounting tools. It can include document collection, data extraction, field mapping, validation, and routing exceptions to a reviewer. Bumblebee builds around the recurring process your firm wants to improve.
We can scope a QuickBooks Online integration around your firm’s process. Discovery confirms the record types, access, mappings, and approval steps required for your project.
We start with the tools and processes you already use. Discovery confirms which systems can be connected and where a custom application is needed. Any integration limits or changes to your current setup are included in the agreed scope.
AI can help interpret documents and organize inconsistent information. Defined business rules handle checks that need consistent results. Together we decide what your team reviews, how exceptions are handled, and which actions need approval before the workflow goes live.
Tax and payroll projects begin with a defined preparation workflow. Filing, submission, payment, and professional advice are not assumed to be part of a build. Any actions beyond preparation require explicit scope, access, and approval responsibilities agreed with your firm.
Bring one recurring workflow, the tools involved, and a representative example with sensitive information removed. We work through the inputs, expected output, review points, and support needs, then agree the scope, timeline, and price before building.
Let’s work through it
Bring your use case. We’ll explore the scope and fit together.