Accounting Integration & Bookkeeping Automation

Automate your growth

Manual data entry and reconciliation are not just time-consuming—they are a significant source of errors that can complicate audits and obscure your company’s financial health.

Industry data shows 80% of finance leaders say their teams spend too much time on manual tasks that lead to costly errors and a lack of real-time financial visibility.

Connect and automate your financial platforms to ensure accuracy, efficiency, and audit readiness.

Seamless Integration

We integrate with platforms like Salesforce, HubSpot, and QuickBooks to ensure smooth data flow and system alignment.

Bookkeeping Automation

Our technology automates tasks like receipt matching, transaction categorization, and bookkeeping.

Real-Time Data Syncing

Our real-time syncing ensures consistent data across platforms, giving you an accurate view of your company’s financial health.

Audit Readiness

Audits don’t have to be stressful. With proper categorization and record management, we ensure a transparent financial trail.
let’s work together

A partnership with PRMT means more than just a service provider. We handle the complexity of IT, cybersecurity, and compliance, allowing you to focus on your core mission and scale with confidence.

1. Assess

We take a deep look at your IT systems, identify pain points, and align technology with your business goals.

2. Strategize

Together, we build a custom roadmap that prioritizes security, efficiency, and scalability.

3. Manage

From implementation to day-to-day management, we provide hands-on support to ensure seamless, secure operations.

4. Optimize

Through continuous monitoring and insight-driven improvements, we fine-tune your systems to keep you ahead.

Key Benefits

Designed to Deliver Measurable, Impactful Benefits

Time Savings

Automate expense tracking, reconciliation, and bookkeeping to reclaim hours of your team’s time.

Error Reduction

Eliminate the errors and delays caused by manual data entry, safeguarding the accuracy of your records.

Strategic Finance

Empower your finance team to focus on high-priority initiatives and data-driven insights, enhancing business growth.

Streamlined Audits

Maintain organizational readiness for audits with proper categorizations and automated recordkeeping.

Scalable Office Technology

Managed IT

Office Technology Buildout

Google Workspace Deployment

Managed IT

Cloud Platform Management

Accelerated Financial Processes

AI + Automations

Custom AI Workflow Development

A Streamlined Revenue Engine

AI + Automations

Business Process Automation

How does this service work with our existing software?

Our solution integrates seamlessly with platforms like Salesforce, HubSpot, and QuickBooks. Data transitions smoothly between your systems, ensuring consistent and effortless functionality.

We automate receipt matching and transaction categorization, ensuring proper organization and reliable, verifiable records for audits.

Our service eliminates time-consuming manual bookkeeping, minimizes data entry errors, and provides real-time visibility into your financial status, enabling your team to focus on strategic initiatives.

Yes, our services are scalable and designed to meet the needs of businesses across all sizes and growth stages, helping them operate efficiently and achieve a competitive edge.