Accounting Workflow Scoping Survey Form
Help us understand your current accounting workflow and requirements to scope the best-fit solution for your organization.
Business or Organization Name
*
Which area of accounting does your workflow primarily cover?
*
Please Select
Accounts Payable
Accounts Receivable
General Ledger
Payroll
Expense Management
Other
How satisfied are you with your current accounting workflow?
*
1
2
3
4
5
What are your top pain points in the current workflow? (Select all that apply)
Manual data entry
Lack of integration
Slow approvals
Limited reporting
Data errors
Other
Which accounting or workflow tools do you currently use? (Select all that apply)
QuickBooks
Xero
SAP
Oracle NetSuite
Excel/Spreadsheets
Other
Approximately how many accounting transactions does your team process per month?
Please Select
Less than 100
100–500
501–2,000
2,001–10,000
More than 10,000
How many people are directly involved in your accounting workflow?
Please Select
1
2–5
6–15
16–50
More than 50
Please rate the following aspects of your current workflow:
Rows
Ease of use
Automation
Accuracy
Reporting
Integration
Very Poor
1
2
3
4
5
Poor
6
7
8
9
10
Average
11
12
13
14
15
Good
16
17
18
19
20
Excellent
21
22
23
24
25
What are your top priorities for a new accounting workflow solution? (Select up to 3)
Increased automation
Better integration
Improved reporting
Enhanced security
Scalability
Cost savings
Other
Please share any additional comments or context about your accounting workflow needs.
Submit Survey
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