Business banking is broken, and accountants bear the brunt of it. First, you’re stuck dealing with unreliable bank feeds (duplicate transactions, anyone?). Next, you take on liability and compromise security when you share logins — all just to access client banking, without which you can’t do your bookkeeping in the first place. And when you actually get the data from your client’s bank, it’s likely unreliable, poorly structured, or worse: full of obscure transactions that suck up your time as you try to piece them together by googling or chasing clients for clarification.
In this webinar, you will learn how to beat the most common ways that firms get held back by banks, and what accountant-centric business banking looks like.

Learning Objectives:

• Identify how to use a collaborative banking platform that lets multiple users — accountants, business owners, team members — access banking securely, without sharing logins


• Demonstrate how to save time with enriched transaction data that provides contextual information about each vendor


• Review how to use flexible checking accounts to accommodate different cash flow management methodologies


• Identify how you can integrate and automate accounts payable directly into banking


• Review how to get best-in-class settlement times so you can free up cash flow in the business