Workflow Automation to streamline Financial Reporting for your NYC Small Business

Managing routine tasks can drain time and resources for businesses of every size. Probooks NY helps clients implement workflow automations in Quickbooks for bookkeeping, and financial reporting tasks that reduce the burden of repetitive work and free employees to focus on higher-value projects.

Automate processes & simplify everyday business tasks

Probooks NY helps small businesses and restaurants in NYC enhance productivity and profitability by setting up workflow automations in Quickbooks for bookkeeping tasks, monthly financial reporting, expense tracking, payroll, invoices, payments, transactions and more. 

We partner with clients to automate workflows to streamline their financial processes

Restaurants

Automate tedious processes, connects systems, streamline tasks

Small Business

Organize your sales and inventory in one place to Make informed decisions

Law Firms

Automate workflows for invoicing, timekeeping and reporting

What Service We Offer

Our Services

Workflow automation tools help to optimize tedious business processes so you can focus on strategic initiatives that will grow the company. 

Automate Invoice Processing

Snap photos of your invoices, receipts or bills with an app and they capture all line item data.

Monthly Financial Reports

Accelerate routine financial tasks setup workflows: accounting, payments, and financial planning.

Process Optimization

Streamline workflows by quickly finding and removing costly variants in core business processes.

Streamline Employee Expenses

Save time and reduce errors with an automated employee expense management workflow.

Food Cost Management

Get instant, accurate food cost numbers to understand where you are and where you’re going.

Automate Lead Capture Onboarding

Use workflow automation tools that let you convert more leads without extra effort.

We help to power clients’ businesses, not just their books

And creating more efficient processes that contribute to increased productivity. We take the time to understand how your business operates, we know how to ask the right questions and we listen, so we can help you solve your business challenges based on the specific needs of your business and industry.

Seamless Platform Integrations

We sync up with your other accounts to save time, improve accuracy, and keep your books up to date at all times.  From accounting to payroll to POS systems to inventory / recipe management to AP automation payment processing, we simplify your workflow by integrating with best-of-breed platforms. 

Modernize your business through the application of AI technologies and automation

At ProBooks NY, we strive to use technology, not billable hours, to support clients. This practice keeps us in alignment with our belief in providing cost-effective solutions for clients. We bring together the right mix of software, services, capabilities, and experts utilizing a tech-agnostic approach to solve your business needs.