How to Create a Data Quality Checklist in ScanWriter

How to Create a Data Quality Checklist in ScanWriter

Did you know that *almost 90% of spreadsheets have errors? Now with the leading data automation software, ScanWriter, you can guarantee 100% accuracy in every spreadsheet – every time.

Here’s how to create an easy data quality checklist in ScanWriter:

After ScanWriter automatically converts the data from your paper or PDF statements and organizes the data in the easy to read data preview screen…

checkbox-303113Follow ScanWriter’s data color coding system

  • Data in Black means it’s verified
  • Orange means that ScanWriter automatically corrected the data, but you should double check for accuracy
  • Data in Red means you need to correct the data

How to edit the colored data:

Displaying the source document on the left and the data that ScanWriter captured on the right, ScanWriter makes it easy to verify any data item. Simply click on the specified data item on the right side of the data preview window and ScanWriter will automatically highlight the data item on the source document to the left. Directly edit the data item in ScanWriter’s data preview window.

checkbox-303113Compare the data ScanWriter captured side by side with the source document

The Compare Data feature is great for checking the accuracy of poor quality documents. Simply click on ScanWriter’s Compare Data feature and choose the column(s) you would like compare. ScanWriter will display the captured data in a green box directly next to the data on the source document. Compare data side by side and easily edit any data in the green box. The data in ScanWriter’s preview screen will automatically update.

checkbox-303113Verify data with the ‘Check Balance’ feature

ScanWriter’s Check Balance feature automatically calculates the balance that ScanWriter captured by date and compares it to the balance found on the source document. Identify any differences in the ‘balance difference’ column and directly edit the data on the fly for that period. Then just recalculate the balance. When you see ‘0.00’s in the balance difference column for each period, you know your data is correct.

Using ScanWriter’s exclusive data accuracy check features, you can ensure 100% accuracy with every QuickBooks import or Excel export. ScanWriter’s features make data quality management painless, quick and easy.

To learn more request a free ScanWriter demonstration or contact us at (800) 688 – 4281.

*analysis of various studies report

How to Upgrade Your Accounting Status in 2017

How to Upgrade Your Accounting Status in 2017

What are the big career changes you want to make in the new year? Is it a promotion or a raise? Maybe it’s expanding your business or simply just lightening your physical workload?

Whatever it is…we’ve never seen a more ideal time for professional improvement. With the help of technology, you can now take career changes into your own hands, throwing traditional practices behind you and capitalizing on the resources ahead of you.

Until now, traditional accounting practices like manual data collection and manual data entry have quite frankly been robbing your business of precious time and downplaying your professional expertise. As an accountant, it’s your job to measure and advise the health of businesses, not spend all your time keying in information back and forth between financial documents and accounting software.

This new year, upgrade your accounting status! Take on more clients, offer more services and best of all earn more, all while reducing your workload with ScanWriter.

Easy, Cost Effective Technology Solutions
Time Savings

Technology like integrative data automation software is an easy, cost effective solution to collect, cleanse and organize data from financial statements – in just minutes. With a simple workstation installation, proprietary softwares automatically connect to your accounting software (Excel, QuickBooks, etc.). All you have to do is scan paper documents or browse for PDFs within the data automation software and watch it populate the data. Leading data automation softwares, like ScanWriter, can process a year’s worth of statements in under 5 minutes. Accuracy check features are available to help verify 100% data accuracy and enhance data for optimal analysis. After just a few short minutes of enhancement and accuracy checks, data automation software will automatically convert the data to your accounting software with one simple click.
More time savings means more time to service current clients and more time to take on new clients.

Prepare for Analysis

Not only do these softwares help save 90% more time overall, they also help streamline and enhance financial analysis. Add item or field customizations, set rules and create a straightforward document management workflow for every client or project. Abilities like these help enhance your client experience and support a level of expertise outside of traditional accounting services.

Spend more time analyzing your client’s business health and provide a deeper level of business advising – strengthening client relationships and expanding your overall business opportunities.

Leverage your accounting expertise and reduce your physical workload all while gaining opportunities to increase profits, and improve and restructure your billing methods.

Request a FREE online ScanWriter demonstration today!

4 Ways to Grow Your Business Using Data Automation Technology

4 Ways to Grow Your Business Using Data Automation Technology

In a recent Accounting Professional Survey *100% of respondents said TIME is the limiting factor of [their] success. It’s apparent that the accounting industry is plagued with heavy restrictions due to the requirements of both of physically straining mass data entry and every day general business practices. TIME is eaten away by the stress of just staying afloat. So how can today’s accountants reverse this TIME consuming practice – all while increasing revenue and decreasing costs?

  1. Start Making Technology Work For You

Yes, new technology can be scary, but choose one that isn’t! It’s time for you to join the modern world and find a technology that works for YOU. For accountants, technology can actually help relieve the stress of unnecessary time consuming tasks like manual data entry, saving 90% more time every day! Look for a data automation software that makes it easy. Make sure it can convert anything from paper or PDF bank statements, credit card statements to bills, invoices and more straight into your accounting software. Proprietary software, like ScanWriter, offers a three step process that organizes and simplifies the data automation process for accountants. It easily walks you through the process of data capture and data cleansing, all while automatically converting that data into your accounting software – in just minutes. ScanWriter helps accountants enter a year’s worth of statements in under 5 minutes – now that’s a technology that works for YOU. Check it out here.

  1. Take on More Clients

When you decide to invest in data automation software and eliminate time consuming tasks like manual data entry, you open up doors to growing your business. Data automation software helps complete client projects faster – without sacrificing quality. Therefore, you can use your time to faster service current clients and allow more time for new clients, all while providing a supreme customer experience.

  1. Expand Your Expertise

With more time on your side, you can take on new challenges and expand your professional skillset. As an accountant, you have more to offer your clients than merely entering their data in to a spreadsheet or QuickBooks. Start digging deeper and offer financial advice based on their business practices. After all, you are the expert! Take the time to learn new skills and continue growing your business.

  1. Reduce Costs

When you use data automation software more projects and more clients doesn’t mean you need more hands. Keep your resources and human cost to a minimum while completing the maximum amount of work.

Saving 90% more time with data automation software, like ScanWriter, helps you increase revenue and decrease costs – all while creating a top of the line customer experience. Try it out today or contact us to learn more about how data automation software can help grow your business today!

*2016 Personable Inc. Accounting Professional Survey

How Data Capture Sets the Stage for Data Analysis

How Data Capture Sets the Stage for Data Analysis

Joe is working on a financial investigation. He has hundreds of paper and PDF bank statements, bills, and records to investigate, but only a month to do so. Not to mention three other projects going at the same time. Sound familiar?

So Joe sends those documents off to his trusted data entry clerk to be keyed into an investigation friendly format, and weeks later he finally receives his data via an Excel file. Now there’s already two major problems with this process:

  1. Joe has to trust that every piece of data has been accurately recorded
  2. Joe has lost a week or more of investigation time

Now Joe’s scrambling to dive into the Excel file and locate the key data indicators for the case – sacrificing the quality of the investigation as well as the quality of his additional projects in his race against the clock.

We know from this scenario that the greatest factors to set the stage for an efficient investigation are TIME and ACCURACY. Your investigation starts there. The faster you can capture and organize your data into an easy to read – 100% accurate file, the more time you have to conduct an in depth thorough investigation for every case.

Data capture software will eliminate these investigation hurdles and prepare your data for the ultimate data analysis.

Start here….

Step 1 Document Types

Don’t limit yourself. Find a data capture software that can pull data from any computer generated document, like bank statements, bills, invoices, phone records, highway passes and more.

Step 2 Speed Test

Ensure your software can capture transactions at 1 -5 seconds per page, allowing for optimal time savings no matter how many statements need processed.

Step 3 Transaction Types

Most data entry softwares are limited by the type of data they can capture. Make sure the software you choose is able to recognize the TYPE of data you would like to capture, from standard fields like the Amount, Date and Check Number to custom fields like the City and State of each transaction.

Step 4 Accuracy Checks

Accuracy is key. What good does a data entry software serve if you can’t guarantee the data is 100% accurate? Look for specialized features within the data capture software to ensure all data can be captured fully and accurately.

Step 5 The Final Export

Check the final outcome! Review the data capture’s full and final exported data file to make sure the data is clean, organized and easy to continue with the investigation.

Step 6 Data Analysis

The right data capture software will set YOU up for success. Look for a data capture software that partners with data analytics softwares, like Microsoft’s Power BI. Enhance your final exported data file with visual reports and graphics, leveraging every investigation with fast, easy to understand data analysis.


Smart data capture software can be the changing force of your entire investigation process. Learn more about how ScanWriter and Power BI have partnered to bring you a streamlined data capture and analysis process.

Data Automation: Accomplish More – Faster

Data Automation: Accomplish More – Faster

This week we’re discussing Data AUTOMATION. Why is it important? How can it help your business? And how do you choose the right automation software?

If you have any questions, feedback or ideas about this week’s topic feel free to leave a comment below, post to our Facebook page or email us directly! Or Request a free online ScanWriter demonstration.

When we talk about data automation, the first question people always ask is ‘how do I know the data is accurate?’ I mean after all, a lot of data automation softwares spit out something that’s hard to read or just causing more work than actual manual data entry.

The fact of the matter is we can’t leave ALL the responsibility to technology. We have to combine that power of technology with the power of our human sense. So what happens when you use the RIGHT data automation software to leverage both the man and the machine?

Choose a data automation software that organizes your transactions into a clean, customized and orderly file. Nothing’s worse than having to decipher your data from the start! The right software will set you up for success, delivering an easy to read file instantly.

Choose a data automation software that puts accuracy at the forefront. After capturing the data and automating the data to your desired file, it’s time to check for accuracy. Proprietary software offers accuracy check features that are easy to use and save you about 90% more time.

• Color Coding Features
• Check Balance Features
• Direct Mapping Features

Features, like the ones shown above, prioritize ways to check and double check for data accuracy and actually improve the quality of your data overall. If the first data check point proves everything accurate, then voila! You’re done. If it shows some discrepancies, then proprietary software will help lead you through quick, user friendly steps to achieve 100% data accuracy. It’s these steps and exclusive feature types that help save you 90% more time over all.

Leveraging the right data automation software will not only bring you peace of mind, it will aid you in completing consistently accurate and quality work. Automation helps streamline your workflow, helping you accomplish more work in a fraction of the time.

For more information, request a free demo of ScanWriter, to see exactly how you can save 90% more time and achieve 100% accuracy every time.

Keep checking our Facebook page for more Automation tips all week long!

ScanWriter Dentrix Edition Bridges the Gap Between Dental Practice Management and Accounting Software

FOUNTAIN VALLEY, Calif. (SEPTEMBER, 8, 2016)Personable, Inc., the leading document management solutions provider, launched its Dentrix Connected version of ScanWriter, for Dentrix® users, at the 2016 California Dental Association Presents Conference in San Francisco, California, on Thursday, September 8, 2016. ScanWriter Dentrix Edition, a software program that automates intelligent data collection from Dentrix to various accounting software, including QuickBooks, improves efficiency and streamlines the accounting process for specialized dental accountants and dental offices alike.

” ScanWriter Dentrix Edition is a great example of a market-leading product integrating with Dentrix to improve Dentrix practices,” says Kevin Bunker, President of Henry Schein Practice Solutions. “Both solutions work together as one integrated Dentrix system to improve the accounting workflow and save time.”

ScanWriter Dentrix Edition is the first software to bridge the gap between dental practice management and full accounting software. As the only Dentrix Connected Accounting Solution, the software seamlessly integrates Dentrix data into QuickBooks, and other accounting software, providing real time monitoring of financial health and key performance indicators for dental professionals.

“By partnering with the Henry Schein family, Personable Inc. can bring the dental industry a powerful and streamlined accounting solution,” said Benjamin Chou, President of Personable Inc. “ScanWriter Dentrix Edition offers a faster, easier, single process approach to patient and business management.”

  • Seamlessly integrates with Dentrix G6, QuickBooks, QuickBooks Online, and more
  • Automatically transfers Dentrix data in to accounting software
  • Precisely recognizes characters and detects mistakes to ensure accuracy and eliminate errors
  • Instantly enters 100s of paper or PDF financial documents into accounting software
  • Prepares clean, customized reports for easy data analyzation

The product license is priced at $3,998.00 with a $299.00 monthly maintenance fee. To learn more about ScanWriter Dentrix Edition call 800.688.4281 or visit

About Personable, Inc.

Personable, Inc., an Intuit and Microsoft Gold Certified Developer, is a document management solutions provider that simplifies data entry for legal and accounting professionals. ScanWriter, its leading data-capture software, automates intelligent data collection into QuickBooks and Excel so businesses and organizations can improve productivity and bring their workflow into the digital age, without sacrificing accuracy. For more information or to see a demo of ScanWriter, please visit or call 800-688-4281.

Media Contact

Name: Chelsey Kruger
Company: Personable Inc.
Phone:   714.430.6944


5 Simple Ways to Improve Your Accounting Practice

5 Simple Ways to Improve Your Accounting Practice

Today’s accounting industry is different than yesterday’s accounting industry. Are you keeping up or falling behind with every change? Between new regulations, an up and down economy, and even the shift in client expectations, it may seem impossible to stay afloat, much less get ahead.

So here’s 5 simple ways to set you a part and continuously improve your accounting practice in an age of constant change:

  1. Nurture good client relationships

Maybe you’re thinking “I don’t have time for that,” but the truth is there’s nothing more important than client relationships. It’s important to take the time to create genuine relationships with your clients. A poor review or poor experience has the power to cause a long term ripple effect, ultimately driving customers away before they even step into your office. Nurturing positive relationships will help grow and sustain your business retention rates. Learn about your client’s goals and communicate how you can help them get there. That brings us to the next point…

  1. Be an ‘advisor’ not just a ‘financial recorder’

You’re a financial expert, so act like one! In a business of high competition and even higher expectations, you must shift your business approach from reactive to proactive. Think, “How is this business approach going to work for me in the long run?” Adopting modern technologies, like automated data entry solutions, will eliminate time consuming challenges like manual data entry (which we all know costs you the most time). Use this time saved to take a deeper dive into your client’s data. With modern solutions you have the power to dominate your bookkeeping projects while growing your business and providing your clients with proactive services. This will build trust and keep them coming back for more.

  1. Try new technologies

Working in a world of constant growth and change, you must learn to quickly adapt or risk the chance of being left behind. Educate yourself in today’s accounting technology solutions. Take the time to research and implement technologies that support your business. Implementing new technologies means increased productivity, sales, and faster, smarter decisions for your business. And it’s not a one-time thing, make the effort to consistently improve and grow your business solutions. In our fast paced world, what works for you now doesn’t mean it’s going to help you five years from now. Keep up and stay informed.

  1. Make more time

Time is money, right? Now this doesn’t mean you have to work overtime or lose your beloved weekends. Use the time you do have – wisely. As I previously mentioned, proprietary automated data entry solutions are the simplest and easiest way to make more time in your business. With proprietary solutions you have the ability to automatically enter, categorize and ensure the accuracy of hundreds of documents at once.  Automated data entry solutions are proven to save you 90% more time. Stop spending all your time manually entering data, matching data and checking and rechecking your bookkeeping projects for accuracy. Automate your accounting practice in a single process and spend the time you do have – growing your business.

  1. Produce trustworthy and quality work

Data accuracy can be the single most important trait of your business. A single discrepancy can mean major problems for your client. And how does that make you look? Produce trustworthy and quality work for your client – without a doubt. Try advanced technologies like ScanWriter, from Personable Inc., to automatically ensure data accuracy. Through proprietary features such as Check Balance, Direct Mapping and Color Coding, you’ll never have to think twice about the quality of your work – all while saving more time.

Learn more about ScanWriter and the different ways you can improve your business instantly.