Automation and Integration

Connect your systems. Keep the work moving.

Genwise helps accounting firms reduce repeated data entry and missed handoffs by connecting the tools they already use.

We map the workflow, configure and test the agreed connections, and help your team understand what happens when information is incomplete or a step fails. Each workflow has a clear purpose, defined boundaries, and someone responsible for it.

Already know what needs to change? Start with a focused implementation project. A full Efficiency Assessment is not required for every engagement.

Discuss your workflow See how we work

Where automation can help

Small manual steps can become a significant burden when they repeat across clients, services, and systems.

Your team may be:

Entering the same client information in several places.
Creating tasks manually after an engagement or intake step.
Checking multiple systems to see whether work is ready.
Chasing missing information without a clear owner.
Working around connections that fail or create duplicate records.
Relying on one person to understand how an automation works.

We help identify which steps are worth connecting, what needs a better process first, and where a deliberate human review should remain.

What we build and improve

The work starts with your firm’s process and the capabilities of the systems involved. Examples below are possible scopes, subject to access, licensing, and supported actions.

Intake and onboarding handoffs

Move approved information into the next stage of work with clear validation and ownership.

The work may include:

Routing completed intake to the appropriate person or system.
Checking required information before creating downstream work.
Matching an existing client before creating a new record.
Assigning incomplete submissions for review.
Connecting an accepted engagement to agreed onboarding steps.

Sensitive documents stay within the firm’s approved collection and storage workflow.

Client and contact information

Reduce repeated entry while keeping clear rules about which system owns the information.

The work may include:

Mapping the fields that need to move between systems.
Distinguishing businesses, individuals, and their contacts.
Defining how records are matched.
Agreeing what happens when information changes or conflicts.
Preventing repeated events from creating duplicate records.

We confirm the direction and limits of each connection. Connecting two systems does not mean every field or historical record will synchronize.

Work creation and team handoffs

Turn a defined business event into the right next step.

The work may include:

Creating or updating agreed tasks and work records.
Applying the appropriate template, owner, or status.
Carrying relevant information into the receiving workflow.
Confirming that the work arrived in the correct place.
Routing exceptions to someone who can resolve them.

Your firm retains the review and approval steps required for the work.

Notifications and follow-up

Give the right person useful information when action is needed.

The work may include:

Internal alerts for incomplete or failed handoffs.
Notifications when work meets agreed readiness criteria.
Reminders tied to a defined process.
Escalation routes for unresolved exceptions.

We define recipients, timing, and stopping conditions. Client-facing or marketing messages require separate review of their content, permissions, and sending rules.

Document and information routing

Help the team find the approved information needed for the next step.

The work may include:

Routing files or links to an agreed location.
Applying naming and folder rules.
Connecting document status to a checklist or task where supported.
Confirming access for the intended team.
Identifying missing files or unsuccessful transfers.

File permissions, retention requirements, and destination behavior are reviewed as part of the agreed scope.

Existing automation review and repair

If your firm already has automations, we can start with what is there.

The work may include:

Inventorying active flows and their owners.
Investigating failed runs, missing updates, or duplicate effects.
Reviewing field mappings and connection dependencies.
Testing proposed repairs before rollout.
Updating documentation and recovery instructions.

Replacing a working automation is not assumed. We identify what can be retained, what needs repair, and what requires a separate decision.

One workflow, with the exceptions defined

Consider an onboarding handoff.

This is an illustrative workflow, not a claim of measured client results or a supported connection between every product.

1. Confirm the starting event

An agreed intake or engagement step is completed. Define exactly what makes it ready to proceed.

2. Check the information

Validate the required fields. Missing or ambiguous information goes to the assigned person for review.

3. Match the record

Check whether the client or contact already exists. Resolve uncertain matches before creating or changing records.

4. Create the next step

Create or update the agreed work, with the correct owner and relevant information, where the destination supports it.

5. Verify the handoff

Confirm that the receiving system contains the expected result. Record failures and follow the agreed recovery process.

The goal: a handoff the team can follow, verify, and recover when something goes wrong.

Explore workflow mapping

Choose the connection that fits the work

We first review what your existing software can do. A built-in feature or integration may already cover the requirement.

Where it does not, we evaluate an automation platform such as Zapier or Make, or a scoped API or webhook connection. The choice depends on the actual workflow, available actions, access requirements, expected volume, maintenance needs, and cost.

Before building, we confirm:

What starts the workflow and what should happen next.
Which records and fields each system supports.
Which system owns each piece of information.
How duplicates, conflicting changes, and missing values are handled.
Who owns the connection and responds to failures.
What subscriptions, usage charges, or additional access are required.

Some steps may remain manual. We make those responsibilities visible in the workflow.

What your team receives

Depending on the agreed scope, your implementation includes:

A workflow map: the trigger, steps, destinations, review points, and owners.
An agreed data map: what moves, how records match, and what happens when values are missing or conflict.
Configured connections: built for the approved systems and use cases.
Test results: evidence from the receiving systems, including relevant repeat and failure scenarios.
Operating instructions: how to use the workflow and recognize a problem.
Recovery guidance: who is alerted, what can be retried, and when to stop and escalate.
A documented handoff: known limitations, receiving ownership, and agreed support arrangements.

How implementation works

Discover and scope

We review your current workflow, existing automations, and the problem you want to solve. Together, we define the deliverables, exclusions, dependencies, and acceptance criteria.

For a focused project, discovery stays proportionate to the work.

Build and test

We configure the agreed connections and test representative scenarios. That includes normal operation and relevant exceptions such as repeated submissions, missing information, expired access, or an unavailable destination.

A successful run message is only part of the evidence. We check what actually arrived.

Pilot and approve

We start with a controlled pilot, review the results with your team, and resolve issues before an approved wider rollout.

The pilot also checks whether the people responsible understand the alerts, manual fallback, and recovery steps.

Handoff and support

We document the implemented workflow and prepare the receiving owner to use and maintain it.

Monitoring, troubleshooting, and refinements follow the scope and duration agreed for your engagement.

Explore the Genwise method

Start with the help your firm needs

Direct implementation

You have a defined workflow or connection to build or repair.

We review the available information, confirm feasibility and any necessary discovery, and agree a focused project scope.

You do not need to purchase a full Efficiency Assessment first.

Efficiency Assessment

You know the firm is experiencing friction, but the priorities are unclear.

An assessment can help distinguish process, capacity, ownership, and technology issues before deciding what to automate.

Explore the Efficiency Assessment

Annual Partnership

You need implementation with continued adoption and optimization support.

Automation can form part of the agreed implementation priorities. Continued support applies to the implemented solutions within the engagement’s defined scope.

A standalone automation project does not automatically include annual support.

Learn about working with Genwise

Support with clear boundaries

Automations depend on the systems they connect. Permissions expire, vendors change features, and a firm’s workflow can evolve.

Before handoff, we agree who monitors the connection, who receives alerts, how issues are reported, and what support is included.

Monitoring frequency, support duration, response arrangements, and maintenance responsibilities are defined for the engagement. Additional systems, new workflows, historical backfills, major vendor changes, and substantial rebuilds are reviewed and scoped separately where needed.

Common questions

Do we need an Efficiency Assessment first?

No. A defined automation or integration need can begin as a direct implementation project after the necessary discovery and scope agreement. An assessment is useful when the underlying problems or priorities need broader investigation.

Can you work with the software we already use?

We start by reviewing it. Feasibility depends on the exact trigger, action, fields, permissions, and subscription involved. We confirm those details before committing to a connection.

Can you fix automations someone else built?

We can review an existing setup where your firm has the necessary access and authority. The review determines what can be repaired, what needs further investigation, and whether a rebuild is justified.

Will all information synchronize automatically?

Only the agreed records, fields, and actions supported by the chosen connection. We document direction, timing, exclusions, and any manual steps.

What happens if an automation fails?

We define the relevant alerts, exception owner, and recovery steps during implementation. The workflow should make it clear what failed, what needs attention, and how to avoid duplicate effects when retrying.

Are software subscriptions included?

The scope identifies required subscriptions and usage costs, including who is responsible for them. Implementation does not automatically include third-party platform fees.

Do you provide ongoing monitoring and maintenance?

Where included in the engagement. We agree the monitoring, maintenance, and support arrangements explicitly rather than assume indefinite coverage.

Can AI be part of the workflow?

Where it fits the task and the firm approves the tools and data use. AI-assisted steps need defined inputs, review requirements, and exception handling. We scope them specifically.

Explore AI for accounting firms

Let’s look at the handoff that is slowing your team down.

Tell us which systems are involved, what your team does manually today, and what should happen instead.

We’ll discuss whether the next step is a focused implementation, a repair to an existing automation, or a broader assessment.

Discuss your workflow

An introductory conversation does not commit you to an assessment, project, or Annual Partnership.