Automation can ease your business workload

November 25, 2024

Are you drowning in business admin? Automation is the answer. We’ll help you identify automation opportunities and choose the best apps to drive an efficient business.

The average business owner needs an additional four hours in their working day to complete their admin, according to recent research by OnePoll.


If your people are spending 20 hours per week wading through tedious and unproductive admin, that’s bad for the business and for your efficiency. Fortunately, technology and software automation can go a long way towards automating these low-level admin tasks.


Better productivity through automation


Automation is an important way to ease your business workload, with a host of different business apps and cloud solutions offering ways to automate your admin.


With ‘smart business tools’ increasing in number and choice, software is utilising automation algorithms, artificial intelligence (AI), machine learning and cognitive solutions to help remove the mundane admin tasks from your workflows. 


Core processes that will benefit from automation include:


  • Automated bookkeeping – Simply take a photo of your receipts, expenses and invoices and ‘optical character recognition’ (OCR) technology will digitise the output and pull it through to your accounts software. No data entry, no human error and no lost receipts! We can do the rest to ensure your records are accurate.
  • Automated credit control – chasing up debts and late-paying customers takes time. Automated credit control apps track your debtor numbers and automatically sends out customised chaser emails as soon as an invoice is late. This reduces your credit control time, speeds up cash collection and cuts your aged debtor figure.
  • Automated payment collection – the easier it is to pay you, the faster your customers will pay. Automated card payments and cloud-based Direct Debit solutions allow you to automatically take payment from a customer as soon as an invoice is due. Some solutions will even automate the invoice matching and bank reconciliation process.
  • Automated reporting and forecasting – the better your reporting and business intelligence, the easier it is to make informed decisions about your company strategy. Accounting platforms and fintech tools now offer automatic, real-time reporting and forecasting, giving you access to the important numbers and metrics, fast.
  • Automated digital marketing – digital marketing is key to raising your brand’s profile. Marketing platforms offer important time-saving ways to create, schedule and post social media content, or email automations to send a pre-programmed cadence of emails to specific target audiences within your wider customer base.


Talk to us about embracing the power of automation


If your admin is holding you back, come and talk to us about how automation can pick up some of the heavy lifting as well as giving you the metrics you need for decision making. We can review your business processes and identify the automation opportunities, helping you choose the best apps to drive your business efficiently.

5 signs you’re undercharging
August 28, 2025
Are you undercharging for your fees? We’ve got the five warning signs that can help you diagnose whether your prices are too low.
Interest rates come down: how could this affect your business finances?
August 28, 2025
The Reserve Bank of Australia has lowered interest rates. What does a drop in interest rates mean for you, your business and your financial opportunities?
The right to work from home: the potential impact for your employees and business
August 28, 2025
Proposed legislation from the Victorian Labor Government could offer your employees the right to work from home 2 days per week. We’ve outlined how to make the most of WFH.
Should you buy or lease your business assets?
August 28, 2025
Should you buy or lease your new equipment? Here are some pros and cons of each. We also can review your financial position, cashflow and cost base to decide whether buying or leasing is the right thing for your business.
The ATO's new Tax Toolkit for small business owners
August 28, 2025
The ATO’s updated Tax Time toolkit is your 101 guide to business taxes. We’ve summarised the key resources you can find in this toolkit, with links to the ATO site.
Selling your business: what happens once you exit?
June 18, 2025
You’ve sold your business! But what happens now!? We’ve outlined five potential pathways your post-sale life could take, and how they help you find new goals and lifestyles.
Selling your business: getting a good deal
June 18, 2025
Are you ready to sell your business? Here are six important ways to secure the best deal, through solid negotiation and a deep understanding of your core strengths as a company.
Getting help with your small business debt
June 18, 2025
Is your business debt getting out of control? Come and talk to us about strategies for reducing debt and getting cashflow under control.
What are your business goals for the year ahead?
June 18, 2025
What will you do differently this year to enable your business to thrive? Conducting a past-year review with our experienced advisors will provide valuable insights for this year's goal-setting.
ATO Announces 2025 Tax Compliance Priorities
May 29, 2025
The Australian Taxation Office (ATO) has unveiled its compliance focus areas for the 2025 tax year, highlighting the importance of accurate claims and thorough record-keeping, particularly for small businesses and individuals.