📊 Automation Scorecard

Overview
By Transaction Type
All Clients
Opportunities
🏆 Team Leaderboard
📈 Trends
Automation by Transaction Type
What's driving your automation rate
Client Distribution
Clients grouped by automation tier
Transaction Source Breakdown
How transactions enter QBO: PA rules, integrations, bank feeds, manual, or system
Top 10 Clients by Manual Transactions
Highest-impact clients to automate next
Manual Transaction Volume by Type
Where the biggest automation opportunities live
Automation Sources Over Time
Month-over-month trend by source category
Transaction Type Breakdown
Every transaction type, its volume, and what percentage is automated
Transaction Type ▲▼ Total ▲▼ Automated ▲▼ Manual ▲▼ Auto % ▲▼ Rate
Automation Potential
If you automated all Bills, Checks, and JEs
Transaction Volume Share
Which types make up most of your bookkeeping
Client Team Industry Family Prep Senior Manager Total Auto Manual Rate Automation Top Manual Types
🎯 Automation Opportunity Finder
Clients ranked by potential impact. Each card shows what's manual and what could be automated.
🏆 Team Automation Leaderboard
Compare automation rates across accounting teams. Based on Qount team labels.
Team Client Detail
Click a team above to see its client breakdown.