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Introducing Plane’s Accounting Automation
Speed up your month-end close with our new accounting automation.
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Read Story →Save days of work every month
We just released Plane’s accounting automation, which streamlines your month-end close for all financial transactions from Plane. You can now prepare and approve accounting items in Plane and export them as journal entries for your accounting system.- Speed up your month-end close: Save days of work in closing your books each month by automating the data export process
- Powerful for your entire team: Plane’s accounting automation works for financial transactions for US employees, international employees, global contractors, and vendors
- Increase accuracy: Spot and prevent potential errors with the ability to preview journal entries before you export
- Fits right in to your existing financial reporting: Choose from a wide range of options to map Plane transactions to your chart of accounts
How does the accounting automation work?
Plane’s accounting automation enables you to approve, preview, and export your financial transactions every month, in a simple three-step process.![Export your financial transactions from Plane in just three steps. An image of the accounting automation progress bar, with 8 items to prepare, 23 items ready for export, and 0 items exported.](https://a.storyblok.com/f/159312/3248x1716/5c2e63c68d/blogpost-different-stages-2x.png/m/)
![The accounting automation works for financial transactions for your entire team, including contractors and vendors. A screenshot of accounting items from the "73 items to prepare" step of the workflow.](https://a.storyblok.com/f/159312/3248x2644/c9af953982/blogpost-preview-of-journal-entries-before-an-export-2x.png/m/)
![Journal entries export directly to your accounting system. A screenshot of two journal entries, with the message "2 journal entries were exported successfully" at the top.](https://a.storyblok.com/f/159312/3248x3340/799deac012/blogpost-a-sample-journal-entry-2x.png/m/)
How do you access the accounting automation?
The accounting automation is available for free for all Plane administrator accounts. You can enable the feature in the new Apps tab in the platform. Then you’ll see an Accounting tab in the main navigation.Questions?
We’d love to walk you through this new feature if you have any questions. Contact our support team or check out our help article for more info.Related articles
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