Automating Accounting: Tax Plus & Byte Fusion Make It Happen!

Because life is too short to spend a whole day pulling reports! 🎉

Tax Plus and Byte Fusion teamed up to create something awesome: an API to Sage Accounting that downloads Profit & Loss and Balance Sheets for all their companies.

But we didn’t stop there! Using Power Automate, we made sure those Excel spreadsheets land in the right folders for each client and even email the monthly reports automatically. ✉️📂

This little bit of automation saves Tax Plus an entire day of painfully pulling reports and sending them out. That’s a whole day back for coffee breaks, strategy sessions, or just enjoying life!

And guess what? This is only the beginning. Next up: automating depreciation journals. Because why stop at awesome when you can go for legendary?