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5 signs it’s time to automate

Backlogs, duplicate payments and late-night keying: how to know your process has hit its limit.

4 min read

Manual document handling works until it doesn’t. If any of these sound familiar, your process has probably hit its limit.

1. There’s always a backlog

A pile of receipts or unfiled bills that never quite clears means the work arrives faster than it gets done.

2. You’ve paid the same bill twice

Duplicate payments happen when a bill is entered by hand more than once or can’t be found. Software that spots duplicates at the point of entry removes the risk.

3. Numbers get typed twice

If someone reads a document, types it into a spreadsheet, then types it again into your accounts, each step is a chance for a typo.

4. Month-end means late nights

When closing the books depends on chasing missing paperwork, the real problem is capture, not reconciliation.

5. Your accountant keeps asking for the original

If finding the source document takes longer than the question, attach the document to every record from the start.

Next step: pick the worst of the five and fix only that. Most teams start with capture — getting every document into one place the day it arrives.

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