Grace sat at her desk, the soft hum of her computer fan a comforting background noise. The calendar on her wall showed April 30, 2024. As a seasoned accountant, Grace had seen her fair share of year-end chaos. But this year was different—she had a new tool at her disposal, and she was eager to see if it lived up to the hype.
Her office was tidy, but the pile of client files on the corner of her desk told the story of the past few weeks. Grace had been burning the midnight oil, balancing books, and ensuring every penny was accounted for. Yet, no matter how much she did, the looming deadline kept her on edge.
Grace's clients ranged from small businesses to mid-sized companies, each with its own set of financial quirks. As the year drew to a close, Grace knew she had to be meticulous. Missing even a single entry could spell trouble for her clients' taxes. That’s when she remembered the Custom Scan tool she had recently activated when she signed up for the Level Copilot.
The tool is designed to catch those tricky bookkeeping issues that could slip through the cracks—duplicate entries, missing vendor information, unassigned expenses, and more. It was exactly what she needed.
"Let's see what you can do," Grace muttered to herself as she logged into her Level account, one client at a time. She first opened the account of her top priority client, navigated to the "Custom Scan" feature from the left side menu, her fingers tapping lightly on the mouse.
She decided to set up a scan for the entire year, from January 1 to December 31, 2023. Grace hesitated for a moment before diving into the "Bookkeeping Rules" section. The default settings were comprehensive, but she knew this particular client had unique needs. She opted to scan for customers with negative balances, missing bill numbers, unassigned project expenses, and duplicate entries—common issues she had encountered in the past.
Satisfied with her selections, she clicked "Start Scan" and watched as the tool went to work. The scanning circled on her screen, reviewing a year’s worth of transactions in a matter of seconds. Grace leaned back in her chair, taking a sip of her now lukewarm coffee. The ease of this process felt almost surreal compared to the manual checks she used to do.
When the scan was complete, the results appeared on the screen. Grace's heart skipped a beat. There were a few notifications, but nothing she couldn't handle. Two had missing bill numbers from a vendor they had recently started using. Another had some expenses that weren’t assigned to any projects, a common oversight in the rush of day-to-day operations.
Grace clicked on the first notification, which took her directly to the relevant entry in her QuickBooks Online account. She quickly corrected the bill numbers, feeling a wave of relief as she did so. The process was smooth, and the tool had saved her hours of combing through records manually.
One by one, Grace addressed the notifications, her confidence growing with each correction. One client down, only nine more to go. By the time she finished, the clock had just struck noon. She couldn’t help but smile—this was going to be the easiest year-end closeout she had ever done.
As she closed her laptop, Grace reflected on the value of the Level Copilot. It wasn’t just about saving time, although that was a huge benefit. The tool gave her peace of mind, knowing that she hadn’t missed anything crucial. Her clients could trust her to deliver accurate, thorough work, and that meant everything to her. Thanks to Level, she could enter the new year with confidence, ready to take on whatever challenges lay ahead.
Comentarios