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I'm not faster. I just stopped doing admin.
Everyone kept saying I needed to be more efficient. Work smarter. Use shortcuts.
Meanwhile, I was entering the same invoice data into NetSuite, then the spreadsheet, then the approval form.
Copy. Paste. Repeat. Forty times a week.
That's not finance. That's data entry with a fancier title.
I switched to airSlate WorkFlow. Now the bots pull data from the CRM, populate the docs, and push updates back, automatically. No copy/paste. No dual entry.
My "productivity gain" was just eliminating work that shouldn't have existed.
Stop doing admin. Use airSlate WorkFlow.
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3. ⚡ AWeber automates email and newsletter campaigns so your firm engages prospects consistently, reduces manual outreach, and builds a predictable advisory-service pipeline.
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7. 📈 Anaplan uses machine learning to forecast demand, revenue, and expenses so your firm makes more accurate financial plans and supports advisory growth.
