Accounting workflow automation
Build efficient accounting workflow automations in Pipedrive
Manual accounting workflows are time-consuming and hard to scale as your client base grows.
Pipedrive brings structure to your accounting workflow with automation tools that reduce admin and keep work moving without constant oversight.
See how Pipedrive’s accounting workflow automation helps you cut manual tasks, standardize processes and deliver consistent results for every client.
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Optimize invoicing and follow-ups with accounting workflow automation
Managing client work in accounting means juggling deadlines, communications and onboarding. Pipedrive centralizes key tasks and automates accounting workflows that slow you down.
Hit every deadline: Set up automated reminders for filings, tax deadlines and recurring tasks.
Eliminate back-and-forth: Track every interaction and prevent missed or repeated follow-ups.
Streamline onboarding: Use custom pipelines and automation to simplify setting up new clients.
Pipedrive’s accounting workflow features
What to look for in a CRM with accounting workflow automation
Your accounting software should support every step of your client work, from onboarding to ongoing service delivery. Choose a workflow solution that aligns with how your small business operates.
Custom pipelines for every accounting service: Create custom fields and pipelines for tax returns, payroll or advisory work using Pipedrive’s CRM and app integrations.
Automated task scheduling and recurring reminders: Track tax filing dates and payments for all client accounts in Pipedrive’s Scheduler.
Team collaboration and shared task management: Assign tasks, monitor status updates and collaborate across teams in real time from Pipedrive’s dashboard.
Document management and e-signatures: Store documents securely in Pipedrive and use its integrated eSignatures to collect agreements.
Automate accounts receivable reminders to reduce overdue payments
Late payments create cash flow issues for accounting firms, yet tracking due invoices manually isn’t scalable.
Automated workflow templates trigger timely reminders so you don’t have to follow up yourself.
Pipedrive’s sales automation software lets you send payment reminder emails based on due dates or jobs, keeping receivables on track without extra effort.
Learn more about Pipedrive’s sales automation features.
Save time and boost relationships by automatically enriching client profiles
Researching client details helps personalize your outreach, but it takes time and isn’t always consistent.
Client data enrichment fills in the gaps, giving your team members a complete picture of each company’s industry and structure.
Use Pipedrive’s Data Enrichment feature, part of the Pulse toolkit, to pull key contact insights around which to deliver tailored, more efficient accounting services.
Learn more about Pulse Data Enrichment.
Get payment reminders and status updates for accounts payable
When managing multiple ledgers and bookkeeping schedules, it’s easy to miss a due date.
Automated reminders help you stay on top of bills, supplier payments and recurring obligations.
Pipedrive’s activity calendar keeps key payable dates visible so you always know what’s due and avoid bottlenecks.
Learn more about Pipedrive’s activity calendar.
Centralize client communication efficiently with email sync
Juggling client emails across multiple platforms can be messy, and crucial details can slip through the cracks.
With email integration, your cloud-based CRM stores all correspondence, giving you a complete view of client interactions.
Pipedrive’s email sync connects natively with providers like Gmail and Outlook. It automatically links all emails to the appropriate deals and contacts.
Learn more about Pipedrive’s CRM email integration.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Pipedrive helped Raincatcher save 30 hours a week
Just like accounting firms, Raincatcher’s M&A advisory needed a way to streamline its task-heavy workflows to manage high volumes of deals and stakeholder communication.
It chose Pipedrive to automate repetitive processes like assigning tasks and tracking document progress across multiple pipelines. These improvements saved the team over 30 hours per week and doubled the value of deals in its pipeline.
“We’ve built our pipeline up to nearly $250 million total valuation with a team that’s a similar size to the one we had 18 months ago. We’re able to do that because we’re leveraging so many automations and features that make our processes more streamlined and more scalable.”
