CPA Practice

OCTOBER 25, 2023

Bill, a financial operations platform for small and midsize businesses, has has added automation technology to help SMBs and accounting firms get better control and visibility of their accounts payable workflows. Manual errors are reduced by utilizing automation and AI to auto-fill line items such as quantity and cost information.

quickbooks 59

quickbooks AP Processes Approval Workflows Technology 59

Going Concern

MAY 2, 2024

FTE Accountant | Candidate ID #16071602 Certifications: NA Education: BA Accounting in progress Experience (years): 7+ years of overall experience Work experience (detail): Currently with a public accounting firm Services 15+ monthly clients and 75+ quarterly clients Team leadership and work review experience Prepares 100+ returns during tax season (..)

Real Estate 57

Real Estate Account accountant accounted 57

PYMNTS

AUGUST 12, 2020

Palette Software unveiled accounts payable (AP) automation technology that is designed for firms in the construction and engineering industries and run on the cloud, according to an announcement. Finance administrators and project managers both benefit from automation of the accounts payable process.

AP Automation 69

AP Automation Construction Technology accounts payable 69

CPA Practice

FEBRUARY 9, 2024

Transcript (Note: There may be typos due to automated transcription errors.) Tankersley, CPA.CITP, CGMA, Randy Johnston Randy Johnston 00:03 Well, good day, and welcome to the counting Technology Lab. So it’s a very highly proved higher end product to compete against the likes of Xero and QuickBooks Online in that region.

Technology 64

Technology Account accountant accounted 64

CPA Practice

MARCH 27, 2024

Or use this podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor, with your hosts, Randy Johnston, and Brian Tankersley. I’m Randy just with my co host, Brian Tankersley.

Technology 52

Technology Account accountant accounted 52

PYMNTS

JULY 30, 2020

Its technology also includes a supplier portal and an eInvoicing offering. In separate news, Regal Software launched its RegalPay B2B payments software in July to allow financial institutions (FIs) and issuers to offer their corporate customers an automated AP technology that carries their own branding.

AP Automation 60

AP Automation Technology accounts payable NetSuite 60

CPA Practice

APRIL 17, 2023

During the pandemic and since, however, accounting professionals and firms have implemented many new technologies that are helping them provide more and better client services, even with fewer staff. We thank the more than 5,000 professionals who participated in voting this year. WINNER: TheTaxBook – Tax Materials Inc.

quickbooks 130

quickbooks payroll Technology audit 130

PYMNTS

JANUARY 25, 2021

To help customers handle their accounts receivable (AR) while conserving time and financial resources, pre-accounting technology company Expensify unveiled a bolstered invoicing feature. Expensify’s SmartScan technology gets information from supplier bills for approval and payment with the same infrastructure developed for expenditures.

NetSuite 99

NetSuite Expense Management Technology quickbooks 99

CPA Practice

MARCH 1, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the discontinuence of Intuit’s QuickBooks Desktop, and how to move clients to the online version or other systems. Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor. SPEAKERS Brian F.

quickbooks 102

quickbooks Technology Account accountant 102

CPA Practice

FEBRUARY 15, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, offer a report on the 2024 Oracle NetSuite Influencer conference. The event, held in Austin, Texas, gave attendees an inside look at tech developments the vendor is making, as well as the opportunity to speak one-on-one with developers. Tankersley, CPA.CITP, CGMA 00:52 Oracle, NetSuite.

NetSuite 52

NetSuite Technology Account accountant 52

Accounting Insight

SEPTEMBER 20, 2022

Work gets done faster with true cloud software – especially if you make good use of automation. Nervous about automation? True cloud technology liberates and empowers teams with more efficient WFH and hybrid working. Test it first in a sandbox environment to avoid errors. Smaller offices, lower energy bills.

accounting software 76

accounting software Account accountant accounted 76

Snyder

DECEMBER 21, 2022

While a 50%-70% ratio can be considered healthy for such businesses as retailers, restaurants, manufacturers, and other producers of goods, for many service and technology businesses, law firms, or banks, this figure increases up to 90%. It can also automate gathering data like sales, expenses, taxes, etc., Cash-flow analysis.

quickbooks 72

quickbooks NetSuite E-commerce accounting and finance 72

MineralTree

NOVEMBER 16, 2023

While this step isn’t necessary to conduct a cash flow analysis, investing in automation tools can help make the process easier in the future. How Can AP Automation Help With Cash Flow Analysis and Management? Accounts payable technology provides a centralized view of pending invoices and bills.

AP Automation 84

AP Automation accounting and finance Technology Finance 84

Accounting Insight

FEBRUARY 2, 2023

The power of automation is changing the way we work, and expense management is no exception. But, the thing is, thanks to innovative technology, finance teams and accountants don’t need to chase down receipts or manually match spend to correct invoices. What if she had a company card?

Technology 52

Technology Spend Management Solutions Expense Management accounting and finance 52

Shay CPA

DECEMBER 6, 2023

And the rise of technology has made it easier than ever before to expand your hiring pool well outside the boundaries of your city or even your state. But new technologies can handle a lot of the heavy lifting for you. Rippling has a wide range of integrations , from Google Workspace to QuickBooks to Expensify.

Tax 52

Tax payroll quickbooks NetSuite 52

PYMNTS

AUGUST 20, 2019

The triple-digit percentage growth comes, said Amit, as the AP solutions market is fragmented, and peers offer tech-driven software solutions that attack separate and disparate functions of the payables process. An integrated, holistic offering involves technological “heavy lifting” that lies beyond the scope of Tipalti’s peers, Amit said.

Technology 51

Technology accounts payable NetSuite quickbooks 51

PYMNTS

MARCH 5, 2019

WorldFirst will continue to support integrations with platforms including Xero, QuickBooks and Netsuite, it said, while augmenting its existing automated global invoice payment and hedging capabilities.

B2B 43

B2B NetSuite quickbooks Technology 43

Airbase

NOVEMBER 15, 2023

Automation replaces the manual accounts payable process with software that can make everyone more efficient and lead to cost savings. Table of Contents FirstHeading What is AP automation? Using AP automation software. Features of AP automation software. Traditional benefits of accounts payable automation.

AP Automation 130

AP Automation Technology accounts payable Accounts Payable Automation 130

CPA Practice

MARCH 8, 2024

Use the video player below to watch, or the podcast player below to listen to the podcast. == Or use this podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor. SPEAKERS Brian F.

Technology 52

Technology quickbooks Account accountant 52

MineralTree

APRIL 6, 2023

ERP Integration: How ERP Systems & AP Automation Tools Work Together An Overview of ERP Systems Enterprise Resource Planning (ERP) refers to a software that allows companies to manage various parts of their organization. This is why many teams supplement their ERP system with an AP automation tool.

AP Automation 64

AP Automation Technology NetSuite quickbooks 64

MineralTree

OCTOBER 19, 2023

Modern accounts payable software solutions can help businesses transform their AP function, automate AP processes, and overcome manual inefficiencies. Here are the three main solution types: Point Solutions Point solutions are specialized AP automation tools that focus on a specific task, such as invoice approval or payment processing.

accounts payable 75

accounts payable AP Automation AP Processes Approval Workflows 75

CPA Practice

NOVEMBER 22, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss Ramp , a finance platform that uses AI and other machine learning technologies to automate AP, expense management and spend management. Transcript (Note: There may be typos due to automated transcription errors.) Use the podcast player below to listen.

Technology 105

Technology NetSuite Spend Management quickbooks 105

inDinero Accounting

DECEMBER 22, 2021

Quickbooks Enterprise Accounting Software. QuickBooks Enterprise offers affordable financial accounting software for small- to medium-sized businesses, with options to scale as your business grows. QuickBooks Enterprise does have some drawbacks, and larger firms are more likely to find what they need in other software.

accounting software 52

accounting software NetSuite Account accountant 52

inDinero Accounting

DECEMBER 22, 2021

Quickbooks Enterprise Accounting Software QuickBooks Enterprise offers affordable financial accounting software for small- to medium-sized businesses, with options to scale as your business grows. QuickBooks Enterprise does have some drawbacks, and larger firms are more likely to find what they need in other software.

accounting software 52

accounting software NetSuite Account accountant 52

xendoo

JULY 6, 2022

They use Optical Character Recognition (OCR) technology, a process that scans physical documents and creates digital versions of them. QuickBooks – the most flexible with advanced features. QuickBooks – the most flexible with advanced features. You can use QuickBooks to scan receipts, but it does much more than that.

quickbooks 64

quickbooks bookkeeping Expense Management accounting and finance 64

xendoo

AUGUST 9, 2021

Also, Bench won’t sync up with your Quickbooks; instead, Bench’s online bookkeepers use the company’s in-house, proprietary software. . Back Office provides accounting services through Quickbooks and Xero. This unique online bookkeeping service features: Automation: Humans “train” the system to categorize expenses. Technology .

bookkeeping 98

bookkeeping bookkeeping services Account accountant 98

PYMNTS

MARCH 5, 2019

Certify and Chrome River Technologies, two leading travel, expense and invoice management software companies, have announced a $1 billion merger. In a press release , the two companies said the combined entity will offer a suite of products for monitoring, managing and analyzing corporate spending.

NetSuite 47

NetSuite Expense Management Technology quickbooks 47