[Webinar Recap]: 5 clever ways to get financial information without having to chase it up each month

Tired of chasing down uncategorized transactions, approvals, and overdue documents every month? Let automation transform your workflow.

We recently hosted a fantastic webinar with Helina Patience (CEO at Entreflow), Alex Keselman (Product Expert & Solutions Engineer at ApprovalMax), and Brandon Bruce (Co-Founder at Uncat) where they shared invaluable insights on automating financial tasks and reclaiming valuable time.

Key Takeaways:

  1. Learn how to minimize manual client requests and streamline your communication.

  2. Discover how automated systems can seamlessly categorize transactions without the hassle.

  3. Tighten internal financial controls for your clients and your own business.

  4. Speed up your accounts payable cycle and reduce the average approval time for invoices and bills.

  5. Automate manual, repetitive tasks to improve month-end processes and increase efficiency.

This session is perfect for accountants and bookkeepers managing accounts payable and financial workflows. If you're looking for smarter ways to handle uncategorized transactions, streamline approvals, and reduce the time spent chasing information, this webinar is for you!

Don't miss this opportunity to automate your financial processes and free up your time for what matters most!

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[Webinar Recap]: Turn a pile of docs into a completed tax return in 30 minutes