Xero

JUNE 1, 2022

Gina Bianchi – Founder, Bianchi Financial Services Group. Michael Ly – CEO, Reconciled. They join our current XPAC members: Farook Maya – Partner, Maya & Associates. Anne Southworth – Software Project Leader and Trainer, Cain Watters. John Delalio – Managing Director, EisnerAmper.

XERO 246

XERO Bookkeeping Reconciling CPA 246

Gaviti

NOVEMBER 24, 2024

Offering a customer-facing payment portal gives customers a very smooth experience because the customer doesn’t need to know your bank account information and is less likely to make a mistake that will prevent you from reconciling the invoice later. Set up payment plans for customers who have complex payment needs and need more flexibility.

Collections 52

Collections Accounts Receivable Accounts Receivable Account Receivables 52

Nanonets

APRIL 3, 2024

Their responsibilities often include: Data Entry: Traditional bookkeepers manually record financial transactions, including sales, purchases, receipts, and payments, into ledgers or accounting software. Reporting Virtual bookkeepers generate and analyze financial reports to provide insights into the client's financial performance.

Virtual Bookkeeping 74

Virtual Bookkeeping Bookkeeping Data Entry Bookkeeping Services 74

AvidXchange

OCTOBER 15, 2022

In an automated system, all invoices are automatically stored in a centralized, searchable database so you can quickly reconcile invoices, quickly satisfy vendor requests, and produce management reports on demand. The automation of vendor payments through AvidXchange allows us to digitally reconcile vendor payments.

Microsoft Excel 52

Microsoft Excel AP Accruals Reconciling 52

Nanonets

JULY 21, 2023

Once approved, the reconciled data is securely stored in a centralized database, ensuring an auditable trail. Additionally, reconciliation software offers features such as document upload, access to company policies, electronic signatures, comments, process controls, and user-friendly dashboards for financial insights.

General Ledger 52

General Ledger Account Reconciliation Reconciling Financial Reporting 52

Future Firm

SEPTEMBER 1, 2023

For larger volume businesses, it may be a problem, as all of these individual invoices need to be reconciled against any batch payment received in bank accounts. lots of orders to reconcile), A2X will solve that by creating summarized journal entries that reconcile to batch payments received. Apply easily online.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Gaviti

JULY 3, 2024

Make better credit decisions, lower DSO, and reconcile payments with near perfection. Speakers include Amy Young, Director of Global Strategic Partnerships and Financial Services at Microsoft; Supreet Kaur, Assistant Vice President at Morgan Stanley; and Darius Wise, President and CEO at Red Rocks Credit Union.

Collections 52

Collections Accounts Receivable Account Receivables Accounts Receivable 52