Automate the manual work in pxmo

FullSpec maps how pxmo 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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pxmo by the numbers

Insights from real process mapping sessions that involve pxmo.

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

Map a pxmo automation

Top 5 pxmo friction points when done manually

Reconciling pxmo transactions manually

You spend hours each month matching pxmo entries to bank statements because transactions don't auto-reconcile across your accounts.

78% report this

Duplicate pxmo entries create confusion

When pxmo doesn't prevent duplicate transactions, you have to manually hunt through records to find and delete them before closing the books.

71% report this

Exporting pxmo data for tax prep

You manually export pxmo reports in multiple formats and rebuild them in spreadsheets because your accountant needs data pxmo won't format correctly.

61% report this

Chasing down pxmo categorization errors

Expenses coded to the wrong account in pxmo force you to manually reclassify transactions before financial statements are accurate.

49% report this

Syncing pxmo with payroll systems

pxmo doesn't talk to your payroll software, so you manually re-enter payroll expenses and deductions to keep accounting records complete.

25% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in pxmo

Browse popular pxmo 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.

Add existing subscribers to Flodesk segment when new proposals are accepted in pxmo

Flodesk + pxmo

Map it

Automatically subscribe leads to sequence in Kartra when new proposals are accepted in pxmo

Kartra + pxmo

Map it

Create new tasks in Teamwork when proposals are created in pxmo

Teamwork + pxmo

Map it

Generate Pxmo proposals from new Paperform submissions

Paperform + pxmo

Map it

Send emails in Gmail when new proposals are accepted in pxmo

Gmail + pxmo

Map it

Send emails via Gmail when proposals are newly-viewed in Pxmo

Gmail + pxmo

Map it

Tools commonly connected to pxmo

Most automations involve more than one tool. These are the ones that show up most often alongside pxmo.

pxmo Automation questions

Ready to automate your work in pxmo?

Tell FullSpec which pxmo task eats the most time. We'll help you map it, scope it, and create your free build plan.