Custom Accounting Workflows & Automation

Healthcare providers face unique accounting challenges including complex patient billing cycles, multi-payer insurance claim processing, government reimbursement tracking, and compliance with healthcare-specific regulations that vary by province and payer type. Our healthcare custom accounting workflows automate these processes through seamless integration with practice management systems, electronic medical records (EMR), medical billing software, and accounting platforms, creating automated revenue management that reduces administrative burden and accelerates cash flow.

We implement automated insurance claim workflows that validate claim data for completeness and accuracy before submission, track claim status through payer portals, automate follow-up on unpaid or rejected claims, and post automated payments to patient accounts. Patient billing workflows automate statement generation, payment processing, payment plan management, and collections follow-up. Our healthcare workflow solutions also automate government funding reconciliation for OHIP, MSP, or other provincial health plans, matching payments to submitted claims and identifying discrepancies requiring follow-up.

Healthcare providers using our custom workflows see 40-60% reduction in billing administrative time, 25-35% improvement in insurance claim approval rates on first submission, 15-25% reduction in days sales outstanding through faster collections, and improved staff satisfaction as repetitive manual tasks are eliminated. Our expertise serves medical practices, dental practices, veterinary clinics, diagnostic imaging centers, physiotherapy clinics, and specialty healthcare facilities. We understand healthcare billing regulations across Canadian provinces, insurance payer requirements, and the importance of maintaining patient confidentiality while automating financial processes.

Construction accounting requires specialized workflows for project costing, progress billing, change order management, subcontractor coordination, and retention tracking that standard accounting systems cannot handle without significant customization. Our construction custom accounting workflows implement automated job costing that allocates labor, materials, equipment, and subcontractor costs to specific projects or cost codes in real-time as transactions occur, eliminating manual allocation and providing accurate project profitability reporting throughout the project lifecycle.

Progress billing workflows automate AIA-style billing preparation, calculate retainage according to contract terms, generate schedule of values summaries, and route bills through approval workflows before sending to clients. Change order workflows track change request initiation from the field, document approval workflows, pricing and margin analysis, and seamless integration into progress billings. Subcontractor management workflows automate certificate of insurance tracking, lien waiver collection before payment, subcontractor billing approval, and payment processing that ensures compliance with construction lien laws.

Our construction workflow solutions integrate with project management platforms like Procore, construction-specific accounting systems, and field management tools, creating seamless data flow between field operations and accounting. Construction companies using custom workflows see 30-50% reduction in project accounting time, improved accuracy in project profitability reporting, faster billing cycles that improve cash flow, reduced risk through automated compliance tracking, and better project management through real-time cost visibility. We understand construction accounting methods including completed contract and percentage-of-completion, retainage management, and the complex multi-entity structures common in construction.

Retail and e-commerce businesses face complex accounting challenges including multi-channel sales reconciliation, inventory synchronization across platforms, payment processor fee tracking, and high-volume transaction processing that demand intelligent automation. Our retail custom accounting workflows implement automated sales reconciliation that consolidates data from physical POS systems, branded e-commerce stores, online marketplaces like Amazon and eBay, and social commerce channels into unified accounting records, eliminating manual entry and reconciliation.

Inventory management workflows synchronize stock levels across all sales channels in real-time, automatically update cost of goods sold based on actual costs including shipping and tariffs, generate reorder alerts based on sales velocity and lead times, and track inventory shrinkage. Payment processor workflows track transaction fees, discount rates, chargebacks, and refund processing for Stripe, PayPal, Square, Shopify Payments, and other platforms, allocating fees to appropriate expense categories and reconciling settlements to bank deposits.

Our retail automation solutions integrate with accounting systems to eliminate manual data entry, reduce errors, and provide real-time visibility into multi-channel performance. We implement order-to-cash workflows that automate order processing, payment capture, fulfillment notification, and customer billing. Retail and e-commerce businesses using custom workflows see 50-70% reduction in reconciliation time, 80-90% reduction in data entry errors, faster financial close processes, improved inventory accuracy, and better decision-making through real-time multi-channel analytics. We understand retail accounting methods, e-commerce platform integration, marketplace fee structures, and the importance of inventory optimization in retail profitability.

Manufacturing accounting requires sophisticated workflows for production tracking, job costing, inventory management, and variance analysis that connect shop floor operations with financial accounting, providing accurate cost data and performance insights. Our manufacturing custom accounting workflows implement automated job costing that captures labor hours through time tracking integration, material consumption through inventory system integration, and overhead allocation based on predefined drivers, calculating actual costs in real-time as production progresses.

Production tracking workflows monitor work orders, track scrap and yield, calculate labor efficiency, and compare actual costs against standard costs for performance analysis and continuous improvement. Inventory workflows automate raw material tracking, work-in-progress valuation using appropriate costing methods, finished goods costing, and inventory optimization through automated reorder point calculations based on sales forecasts and lead times.

Our manufacturing solutions include automated variance analysis workflows that identify material usage variances, labor rate and efficiency variances, and overhead spending variances, flagging exceptions requiring management attention. We implement workflows that integrate manufacturing execution systems (MES), inventory management platforms, and accounting systems, creating seamless data flow from production to financial statements. Manufacturers using custom workflows see 25-40% improvement in production cost accuracy, 20-30% reduction in inventory carrying costs through optimization, faster financial close through automated cost allocation, and improved profitability through better cost visibility and control.

Professional services firms including consulting, legal, accounting, and IT services businesses require custom workflows for time tracking, project billing, client management, and revenue recognition that align with service-based business models. Our professional services custom accounting workflows implement automated time capture through mobile apps, browser extensions, and integration with project management tools, ensuring accurate billable hours tracking without reliance on manual timesheet entry.

Project billing workflows automate invoice generation based on milestone completion, progress billing against project budgets, time and materials billing, or fixed fee schedules, routing invoices through approval workflows before sending to clients. Revenue recognition workflows automate percentage-of-completion calculations for long-term projects, deferred revenue management for retainer and prepaid arrangements, and project profitability tracking that compares revenue earned against costs incurred.

Client management workflows automate client onboarding, engagement letter generation, billing schedule management, and collections follow-up based on aging. Our professional services automation integrates with practice management systems, CRM platforms, project management tools, and accounting software, creating seamless workflows from proposal through payment. Professional services firms using custom workflows see 40-60% improvement in time tracking accuracy, 30-50% reduction in billing cycle time, improved project profitability through better cost tracking, and enhanced client satisfaction through accurate, timely billing. We understand professional services billing models, project accounting requirements, and the importance of balancing billable time delivery with business development activities.