We bought accounting automation software and it made things worse for 3 months. Here's what we got wrong.
Data quality issues are now the #1 barrier to automation adoption in finance (Leapfin Survey 2026). We lived this. Our chart of accounts was inconsistent across entities. We had years of messy categorization. We basically pointed automation at a pile of garbage and wondered why the outputs were wrong.
It took us a full quarter of cleanup before the accounting automation software actually performed how it was supposed to. Once the data foundation was clean, it was genuinely transformative.
Nobody talks about the pre-work. Every vendor demo shows perfectly clean data. Real life is never that. What did your data cleanup process look like before you could actually automate? Or did you just wing it and fix things as you went?