⚙️

Automated Jobs

Set it and forget it. Configure automatic backups, monthly report generation, and bank feed syncing to run on your schedule - without lifting a finger.

Try It Free

Let the Software Do the Work

Some tasks don't need your involvement - they just need to happen reliably. Automated Jobs runs background processes on the schedule you set, so important things happen automatically while you focus on running your business.

💾

Company Data Export

Automatically export your company data to a JSON backup file. Saved to your Documents folder for easy access.

Daily / Weekly / Monthly
📊

Monthly Reports

Generate Income Statement and Balance Sheet PDFs automatically at month end. Ready to review or share.

Monthly
🏦

Bank Feed Sync

Keep your bank transactions current. Automatically sync connected bank accounts daily.

Daily

How It Works

Toggle On/Off

Each job has a simple on/off switch. Enable what you need, disable what you don't.

Run Now Button

Need a backup right now? Click "Run Now" to execute any job immediately.

Execution History

See the last 10 runs with timestamps, success/failure status, and details.

Per-Company Settings

Each company has its own job configurations. Customize schedules per business.

Where Files Are Saved

Automated jobs save files to your Documents folder - easy to find, easy to access, easy to back up to cloud storage.

Output Locations

📁 Documents/BizBooks Pro Backups/{Company Name}/ 📁 Documents/BizBooks Pro Reports/{Company Name}/

Reports are generated as professional PDFs you can open, print, or email directly. Backups are JSON files that can be imported if you ever need to restore.

Reliable Background Processing

The job scheduler runs continuously while BizBooks Pro is open. It checks every minute to see if any jobs are due, then executes them in the background without interrupting your work.

Pairs Perfectly With Scheduled Tasks

Automated Jobs handles things that run automatically. For deadlines and to-dos that need YOUR attention, use Scheduled Tasks.

Automate Your Accounting Workflows

Automated Jobs included in all plans. Start your free 30-day trial.

Start Free Trial See Scheduled Tasks