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Streamlining document security and workflow in accounting

Accounting Today

Manual approval workflows: Workflow bottlenecks often stem from manually driven processes. Automate document routing and approval chains: Replacing manual steps with automated workflows improves accuracy and speeds up approvals. Regularly review retention policies.

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Modulr acquires accounts payable automation disruptor Nook

Accounting Insight

Nook’s platform simplifies AP workflows for businesses and accountants, offering full invoice lifecycle management from receipt, through approval to payment and reconciliation with accounting software.

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Finance teams chase missing receipts weekly for one in three employees, survey reveals

Accounting Insight

Integrated seamlessly within the ExpenseIn platform, the card brings real-time visibility, streamlined receipt capture, and automated policy checks to finance teams, reducing the need to chase employees and accelerating approval workflows. For more information, visit ExpenseIn’s website here.

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Forwardly – 2024 Innovation Award Winner

CPA Practice

For example, if an accountant uses Forwardly to create invoices for their client payments due, clients whom they have also signed up for Forwardly, Forwardly will create the bill in the clients’ accounting software and then reconcile both invoice and bill once the payment is complete.

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Melio Launches New Features for SMBs and Accountants

CPA Practice

These features enable accountants and bookkeepers to improve clients’ cash flow with faster domestic and international payments, provide greater control through custom approval workflows on both desktop and mobile, and save time with automatic sync to accounting software and AI-powered bill capture, the company said in a media release.

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The major benefits of AP Automation.

Airbase

Offer approval processes for payments, debits, or any modifications to AP transactions. Comply with accounting standards and regulations for AP processing. Integrate with accounting software, ERP, or advanced financial systems, such as budgeting and planning systems. The importance and evolution of accounts payable.

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iplicit and Lightyear join forces to create a seamless accounting experience

Accounting Insight

By combining Lightyear’s real-time data extraction capabilities with iplicit’s advanced reporting engine, finance teams now have another efficient solution for integrating our automation software with their accounting software. Today, it has more than 10,000 users in 72 countries.