Paid 45-Min Call: Show Us Your Most Manual Accounting Workflow ($75)

Posted 2 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

We're building AI tools for accountants and want to see the real work, not the textbook version. This is a paid research call, not an accounting job. What we're asking for One 45-minute video call where you screen-share and walk us through the most manual, repetitive part of your job. Examples of what we mean: Month-end close (reconciliations, accruals, JE prep, tie-outs) AP/AR processing and invoice matching Bank/credit card reconciliation Intercompany eliminations or consolidations Payroll reconciliation Sales tax or 1099 prep Pulling and reformatting data between your ERP, spreadsheets, and reporting tools Pick whatever eats the most hours. Something you'd love to never do by hand again. How it works We record the session using Latch, our workflow-capture tool. You'll install a lightweight desktop app at the start of the call and we'll walk you through it live. Takes about two minutes. Use a sandbox, demo company, or anonymized data. Don't show us client-confidential numbers. We may ask questions as you go: what's annoying, where errors happen, what you wish were automated. 45 minutes, $75 fixed price, paid on completion of the call. Who we want to hear from Staff accountant, senior accountant, controller, bookkeeper, or accounting manager In-house or at a firm/agency, any company size, any industry Comfortable screen-sharing and talking through your work Bonus: you use QuickBooks, NetSuite, Sage Intacct, Xero, or a similar system daily Why The recordings help us decide what to build first. If what we build solves your problem, you'd be a natural early user, and we'll say so if that's the case. No sales pitch during the call. To apply, reply with Your role and how long you've been in accounting Your accounting/ERP system(s) In two sentences: the workflow you'd show us and roughly how many hours a month it takes Two or three time windows this week or next (include your time zone)

  • $75.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Accounting
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:yesterday
  • Hires:
    5
  • Interviewing:
    0
  • Invites sent:
    30
  • Unanswered invites:
    20
About the client
Member since Sep 6, 2023
  • United States
    Bainbridge Island10:18 AM
  • $56K total spent
    159 hires, 5 active
  • 1,095 hours
  • Sales & Marketing
    Individual client

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