There’s an App for That! The Top Apps for Accountants

“There’s an app for that!”

It often feels like every company under the sun has an app. There are apps for banks, grocery stores, and you name it, there’s an app for that. Accounting has its share of apps too. In fact, there are so many apps on the market that it can feel overwhelming. Which ones add to productivity, and which ones detract from it? Which apps truly help, and which just clutter up your phone?

Which apps are must-haves? Let’s take a look at the following categories and see if you agree on The Best Time-Saving Apps that accountants should have in today’s increasingly technology-driven profession.

Accounting Software

No matter what accounting software you’re using, chances are good that the manufacturer has an app to accompany it. Apps can be invaluable time-savers, especially if you travel a lot on business. With a dedicated app that syncs to your organization’s accounting software, you can check virtually anything from your phone. For example, if you are using Sage Intacct, it has an accompanying app that enables you to work from your phone as needed.

AI Platforms

If you’re using AI platforms to streamline work, look for the apps that accompany them. These apps can help you draft emails and notes, scan documents, and more quickly and easily. The choice of which one to use is entirely up to you. There’s no one better AI platform than another. Please keep in mind that you should never upload or enter confidential or proprietary information with public-facing AI platforms.

Office Productivity

Office productivity software includes word processing, calendar scheduling, spreadsheets, and similar applications. Companies using Microsoft-based products can download Microsoft Teams and other apps to ensure access to and use of the full suite of Microsoft products; Google’s productivity suite, which encompasses Google Docs, Sheets, Presentations, and more, also has a similar app. Calendar-scheduling apps that integrate with your email and website, such as Calendly, can help you tame the meeting monster and schedule your time more efficiently. Communication apps such as Slack or WhatsApp can also make it easy to send and receive quick text messages.

Meeting Apps

Meeting apps, such as Zoom Workspace, GoToMeeting, and other conferencing applications, come in handy when you need to meet with coworkers, vendors, customers, or others but can’t go in person. The apps that accompany these platforms enable fast video conferencing, recording, and may include AI notetaking and transcription. Both are great features that can save you a lot of time.

Cybersecurity

With all this talk of apps, we’d be remiss if we didn’t recommend perhaps the most important app of all: A cybersecurity app. Such apps scan incoming emails, texts, and yes, other apps downloaded to your phone or computer to help prevent viruses, trojans, and worms from wreaking havoc with your files and systems. McAfee, Norton, and other security programs also offer apps for phones and computers that help keep your data and devices safe.

Clean Up Unused Apps

Quick tip: Before downloading new apps, make sure your security app is installed first so it can scan other apps before you add them to your device. Remove unused apps, too, to make room for new ones.

Apps have made our lives so much easier, offering quick shortcuts to essential programs and information. For accountants, apps can be a great time-saver.

Welter Consulting

Welter Consulting bridges people and technology together for effective solutions for nonprofit organizations. We offer software and services that can help you with your accounting needs. Please contact us for more information.