There are tons of AI tools out there that can help with automation and eliminate administrative process waste. Here is a great reference I use: https://www.futurepedia.io/
Also, maybe something like keeper.app for your profitability reporting? I’ve never used it personally but we provide it to our bookkeeping clients at my 9-5.
On your AP Sheet, would it help to add another column called “Category” and then make a pivot table that could subtotal those cash outflows by category for the next 2 weeks and 1 month? That might make it easier to fill out your cash forecast.
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There are tons of AI tools out there that can help with automation and eliminate administrative process waste. Here is a great reference I use: https://www.futurepedia.io/
Also, maybe something like keeper.app for your profitability reporting? I’ve never used it personally but we provide it to our bookkeeping clients at my 9-5.
Thanks for the suggestion, I will check it out.
On your AP Sheet, would it help to add another column called “Category” and then make a pivot table that could subtotal those cash outflows by category for the next 2 weeks and 1 month? That might make it easier to fill out your cash forecast.
Thanks for your advice. Are you suggesting a 2-week category and a 1-month category?
Really, I was talking about 'supplier', 'contractors', 'credit cards', etc.
But...you could also add a column that auto-designated '2-weeks' and '1-month'. A nested IF statement should do the trick.