1️⃣ Question 1 of 11
When it comes to bookkeeping, which sounds most like you?
This is all new to me — I just want it done correctly
I do my own books, but I'm not a bookkeeper
I'm looking for an easier way to improve how I do my books
I'm a bookkeeper or accountant and manage books professionally
2️⃣ Question 2 of 11
Which best describes what you want Grace to do?
Tick all that apply
Replace my existing data-entry software
Reduce how much manual data entry I do
Automatically post documents correctly for me
A full bookkeeping or accounting service
3️⃣ Question 3 of 11
How do your bills, invoices, and statements usually get into your books?
AutoEntry / Dext / other data entry tool
Upload manually / directly
Bookkeeper / accountant does it
A mix of above
4️⃣ Question 4 of 11
How often do documents pile up before being processed?
Same day
Weekly
Monthly
They build up badly
5️⃣ Question 5 of 11
Who currently decides what each document "is" and what it's for?
Me
My bookkeeper
A mix
No one really — we fix it later
6️⃣ Question 6 of 11
Do you have to assign across multiple tracking categories?
Yes — almost always
Occasionally
Rarely
Never
Don't know
7️⃣ Question 7 of 11
Which of the following do you regularly deal with?
Tick all that apply
Filing bills and/or receipts
Journal or clearing accounts
None of the above / not sure
You don't need to understand accounting terms — just answer instinctively.
8️⃣ Question 8 of 11
How confident are you that your data is up to date right now?
Very confident
Mostly confident
Not confident
I don't really know
9️⃣ Question 9 of 11
How many companies do you manage?
🔟 Question 10 of 11
How much time do you personally spend on the manual data entry?
Less than 1 hour a month
1–3 hours a month
3–5 hours a month
More than I want to admit
1️⃣1️⃣ Final question!
Anything else you'd like to share about what you're hoping Grace will handle for you?
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