Automation is Amazing, Unless You're Automating a Mess
Let's be honest, automation sounds incredible. Bank feeds that import transactions automatically. Rules that categorize expenses without you lifting a finger. Invoices that send themselves. Reports that generate with one click. Who wouldn't want that? Here's the thing, though. Automation is only as good as the foundation it's built on. And if that foundation is a mess? Well, you're not saving time. You're just making mistakes faster. I see this all the time. A business owner gets excited about QuickBooks Online or Xero, sets up all the fancy automations, and then six months later, they're staring at reports that[...]
Let's be honest, automation sounds incredible. Bank feeds that import transactions automatically. Rules that categorize expenses[...]
