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.
As the Content Manager at Relay, Matas helps accounting and bookkeeping firms learn how to get the most out of their business banking platform. Matas has spent his career working in financial technology. Prior to Relay, he managed content for a cashless payments provider, Intellitix. Prior to that, Matas led the sales and marketing functions at OpenDigits, a cloud accounting firm. He also helped drive growth at Knit People, helping accountants and bookkeepers deliver a better payroll experience to their clients.
Deanna Zubrickas works directly with Relay’s Partners, accountants and bookkeepers, helping them deliver superior business banking to their clients. Deanna is the go-to product expert for business banking solutions and banking integrations with accounting software. Before making the move into financial technology, Deanna supervised retail operations and managed customer relations at a number of enterprise and mid-sized retail brands, including OAK + FORT, Free People, and Urban Outfitters.