Automate the manual work in Alegra

FullSpec maps how Alegra fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Alegra by the numbers

Insights from real process mapping sessions that involve Alegra.

No processes mapped yet using Alegra. Map a process that uses Alegra to see automation data here.

Map a Alegra automation

Top 5 Alegra friction points when done manually

Reconciling Alegra invoices with bank deposits

You manually match invoices created in Alegra against actual bank deposits because payments arrive in batches and Alegra does not auto-reconcile partial or grouped payments.

78% report this

Chasing down Alegra payment status updates

You spend time manually checking Alegra to see which invoices have been paid versus which are still outstanding because clients do not always notify you when they pay.

71% report this

Entering tax details into Alegra repeatedly

You re-enter tax rates and exemption codes into Alegra for each transaction instead of having them automatically apply based on customer location or product type.

62% report this

Manually exporting Alegra data for reports

You export reports from Alegra and then manually reformat or combine them in spreadsheets because the built-in reports do not match your specific business reporting needs.

51% report this

Correcting Alegra entries after customer disputes

When a customer disputes a charge, you manually locate the transaction in Alegra, void or adjust it, and then manually update any related records or follow-up invoices.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Alegra

Browse popular Alegra automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.