Not Sure What to Automate? Ask Aqqrue.

One of the most common questions new users ask us is: "What should I automate first?"

The good news is - you don't have to figure it out yourself.

Because Aqqrue already understands your QuickBooks data, it can analyze a client and recommend the bookkeeping and accounting workflows that are most worth automating.

Open a new conversation and ask Aqqrue something like:

Hey Aqqrue, can you help me figure out what repetitive work in this client you can help me with? Focus on the highest value and highest time saving items - look for daily entries, look for entries with a lot of line items etc.

That's all you need.

Aqqrue reviews your accounting data and suggests workflows that are good candidates for Tasks.

Aqqrue looks for recurring patterns in your books, including:

The goal is to identify work that's both repetitive and time-consuming—exactly the kind of work that's best suited for automation.

Once Aqqrue suggests an opportunity, you can immediately ask it to build a Task.

For example:

Create a Task to process daily Square sales journal entries.

or

Create a Task for processing monthly Ramp statements.

Aqqrue will ask any follow-up questions it needs, generate the SOP, and save it to your Task library.

The best Tasks for one client may not be the best Tasks for another.

That's why we recommend asking Aqqrue this question whenever you onboard a new client. It uses the client's historical accounting data to recommend automations that are specific to that business, not a generic checklist.

If you're ever staring at a blank chat window wondering what to do next, start here.

Simply ask Aqqrue: "What are the best automation opportunities for this client?"

It's one of the fastest ways to discover how AI can save time for you and your team.