Connect your bank feed to whatever you use for bookkeeping before automating anything else. It's the single highest-leverage step because every other tool, forecasting, invoicing, reporting, depends on having current, accurate transaction data to work with. Automating invoicing or bill pay before the data feed just automates work on top of stale numbers.
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Related Questions
- Do I need accounting software, or is a spreadsheet fine?
- How do I know if I need a treasury management system?