- Bank, PayPal, merchant account, and credit card reconciliation
- Invoicing, accounts receivable management, and collections
- Bill pay, check writing, accounts payable management and 3-way matching (purchase order, packing slip or receiving report, and invoice)
- Report generation
- Adjusting journal entries
- Sales tax reporting and payment
- Customer and vendor management
- Workers compensation audit
- Year-end and quarterly tasks
- Workflow improvement, eliminating or reducing duplicate data entry, paperwork-intensive procedures, and manual processes