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Latest product news — September 2022

Xero

When you create a new tax return for your clients, the prior year return’s worksheet entries will now be rolled forward and automatically merged with pre-populated data from the IRD. This will help you save time, ensure you don’t miss any income, and reduce the risk of data entry errors.

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How to Simplify Client Document Requests Using Digital Management Tools

LedgerDocs

Managing bookkeeping documents can feel like an uphill battle, especially when it comes to collecting documents, receipts, invoices and bank statements from your clients. Let’s explore how this feature can transform your client document collection and management process.

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Simplifying Financial Management with Automatic Bank Statement Fetching

LedgerDocs

Below are some of the main benefits of implementing this automation into your workflow: Time Efficient Bookkeeping Manually logging into various banking platforms, downloading bank statements, and reconciling the transactions one by one, can quickly become very time-consuming.

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AI for Media: 7 Powerful Applications

AvidXchange

Download our Ultimate AI Guide 1. These technologies collectively enable media companies to deliver more engaging, relevant and accessible content to their audiences while streamlining content management processes. This informs decisions about strategies, advertising placements and audience targeting.

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10 Best Invoicing Software For Digital Agencies

Invoicera

The right invoicing tool can help you manage invoicing, payment tracking, and payment collection easily. Solution: Invoicing software generates accurate invoices quickly, reducing human error and the time spent on manual data entry. Key Features It automates invoicing and payment collections so you get paid on time , every time.

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The Importance of the Accounts Receivable Aging Report

Gaviti

As an assessment and diagnostic tool, it’s hard to overstate the importance of your company’s accounts receivable (AR) collections aging report. This report is a valuable tactic to stay on top of cash flow and improve short-term collections forecasting. Cash flow problems usually relate to collection policies or customer behavior.

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Form Automation - OCR for Forms & Automated Forms Processing

Nanonets

Form automation is typically achieved using specialized software tools that automate the data entry process by extracting data from various sources, such as existing databases or spreadsheets. This data is then used to populate fields in electronic forms, such as PDFs or online forms, eliminating the need for manual data entry.