Automate the manual work in QuickFile

FullSpec maps how QuickFile 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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QuickFile by the numbers

Insights from real process mapping sessions that involve QuickFile.

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

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Top 5 QuickFile friction points when done manually

Matching bank feeds to QuickFile invoices

You spend hours manually reconciling bank transactions in QuickFile against invoices because the automatic matching misses transactions or matches them incorrectly.

78% report this

Chasing down missing receipts for QuickFile

You have to track down physical or digital receipts after the fact to attach to QuickFile expense entries because they were not captured when the transaction occurred.

68% report this

Correcting duplicate entries in QuickFile

You manually identify and delete duplicate transactions that appear in QuickFile when bank feeds import the same transaction twice or when you enter it manually by mistake.

57% report this

Splitting multi-category expenses in QuickFile

You have to manually break down single transactions in QuickFile across multiple expense categories because the system does not split them automatically during import.

44% report this

Updating customer data across QuickFile

You manually edit customer contact details and billing information in QuickFile one record at a time because there is no bulk update feature.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in QuickFile

Browse popular QuickFile 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.