Automate the manual work in Evoliz

FullSpec maps how Evoliz 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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Evoliz by the numbers

Insights from real process mapping sessions that involve Evoliz.

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

Map a Evoliz automation

Top 5 Evoliz friction points when done manually

Syncing Evoliz invoices to accounting

You generate invoices in Evoliz but have to manually enter or re-enter them into your accounting system because the two platforms don't talk to each other automatically.

78% report this

Chasing down Evoliz payment statuses

You track which invoices sent through Evoliz have been paid by checking the platform, then manually updating your records or spreadsheets to reflect actual payment status.

71% report this

Reconciling Evoliz with bank deposits

Money comes into your bank account from Evoliz invoices, but you spend time matching deposits to the correct invoices because Evoliz doesn't automatically reconcile with your bank.

62% report this

Exporting Evoliz data for tax prep

When tax time arrives, you manually export reports from Evoliz and reformat them for your accountant instead of having a direct data connection.

51% report this

Updating Evoliz customer info manually

When a customer changes their address or tax ID, you have to find and update that information in Evoliz by hand rather than syncing it from your CRM or other systems.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Evoliz

Browse popular Evoliz 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.