Automated bookkeeping means repetitive accounting steps happen without manual work: invoices go out on time, payment reminders are sent automatically, and data from your online store lands in the accounting system. Your accountant gets clean data, with no manual copying.
Short answer: for a small business, the best place to start with automated bookkeeping is a process that repeats every week: sending invoices, payment reminders, importing bank statements or moving online store orders. The rule for choosing is simple: if your accounting program (Rivile, Site.pro, Xero) already has the feature, turn it on first; you need an integration through n8n or Make when data has to travel between several systems, such as the online store, CRM, bank and email. It does not replace your accountant: they get clean data and check the exceptions.
Which accounting processes are automated most often?
(1) Sending invoices: recurring or per-purchase invoices are generated and sent automatically. (2) Payment reminders: automatic emails to customers after 3, 7 and 14 days. (3) Bank reconciliation: bank statements are automatically imported into the accounting program.
- 1The invoice is sent to the customer
- 2After 3 days: the first reminderEmail
- 3After 7 and 14 days: two more reminders
- 4Customers who have paid get no more reminders
(4) Online store sync: every Shopify or WooCommerce order automatically creates an entry in the accounting system. (5) Report generation: monthly accounting reports are created and sent automatically.
Which tools are used for automated bookkeeping?
Accounting programs: Rivile (Rivile ERP and GAMA), Site.pro (formerly B1.lt), Directo (Lithuanian and Baltic accounting software) and Xero (international, a good API). For scanning incoming invoices: built-in OCR (e.g. Rivile ERP; check the free limit and terms in the vendor's price list) or digitization services. The integration platforms n8n or Make connect the accounting program with email, the bank, the CRM and the online store.
A typical setup: Shopify → Make/n8n → Rivile or Site.pro → an invoice is created automatically and stock is updated. Manual data transfer disappears, and checks (VAT code, amounts, duplicates) catch errors before they reach the i.SAF registers (Lithuania's VAT invoice register). Where AI helps in accounting: (AI in accounting); a comparison of programs: (Invoicing software in Lithuania 2026).
- 1New orderShopify · WooCommerce
- 2The data is passed onMake · n8n
- 3Checks: VAT code, amounts, duplicates
- 4Invoice created, stock updatedRivile · Site.pro
Errors are caught before they reach the i.SAF registers.
How to get started with automated bookkeeping
I recommend starting with one process, usually recurring invoicing, scanning incoming invoices or syncing the online store with the accounting system. A working solution is built and tested in 1–2 weeks; the first solution costs from €450. Write to me with the accounting program you use: I will reply by email with where I would start, and if needed we will have a call. A price breakdown: (Invoice automation cost 2026); all prices: (pricing); solutions for accounting: (automation for accounting).