The third edition of the State of Accounting Workflow and Automation Report provides an extensive look into how workflow automation is transforming accounting practices, drawing from insights gathered from over 800 firm owners and administrators in North America. The annual report is commissioned by Financial Cents.
Addressing Key Workflow Challenges
The 2025 report provides a detailed analysis of the most significant workflow challenges that emerged in 2024, emphasizing the ongoing issues with workflow inefficiencies and their direct impact on the personal and professional lives of accounting professionals. This analysis supports firms in understanding:
● The crucial role of automation in reducing time spent on routine administrative tasks.
● The importance of adopting advanced features in workflow software to maintain competitive advantage.
Leveraging Expertise from Seasoned Professionals
The report includes invaluable contributions from nine of the industry’s most respected thought leaders, including Chad Davis CPA, Mike Sylvester CPA, Kellie Parks CPB, Dawn Brolin CPA, and other amazing people who discuss the strategic benefits of systematized workflows and automation technologies. These discussions aim to guide firms in making informed decisions about technology investments.
Innovative Resources for Firm Owners
New to this edition, the report introduces a Workflow Automation Ideas Library and features top workflow templates from our community library. These resources are designed to provide firm owners with the tools needed to effectively implement and manage workflow automation.
A Tool for Empowerment and Growth
By focusing on practical solutions and success stories, the 2025 report endeavors to empower firms to streamline operations and integrate automation in ways that significantly enhance overall productivity and client satisfaction.
Download The Report
The report is freely available for download, ensuring that it can serve as a vital resource for any firm looking to optimize its practices in the face of evolving industry demands. Download here – https://financial-cents.com/2025-workflow-and-automation-report
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Tags: Accounting
