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How to Reduce Bookkeeping Admin With an Operating Bank Account

HOW TO REDUCE BOOKKEEPING ADMIN WITH AN OPERATING BANK ACCOUNT

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 12, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Unlike the other accounting apps in your stack, traditional banks struggle to integrate with your most important tools, such as QuickBooks Online and Xero. Even when they do, the connection can be unreliable, sometimes even breaking—causing a lot of extra work for you and your team just to get basic bookkeeping done. In addition, when you need access to bank accounts and data, clients don’t have an easy way to invite you without introducing liability risks. This dilemma results in more work for you and slower access to financial insights for your clients.

Learning Objectives:


  • Determine whether your business is a good fit for introducing an operating bank account into your workflow

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

  • Identify the easiest and fastest ways to integrate and automate accounts payable directly through banking

  • Practice a more efficient bookkeeping process as a result of enriched transaction data and a more robust paper trail at the bank level

  • Recognize how to get best-in-class settlement times to free up cash flow in the business

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Matas Pranckevicius

Relay Financial
Content Marketing Manager
matas@relayfi.com
(888) 205-9304

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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.

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Deanna Zubrickas

Relay Financial
Product Specialist
deanna@relayfi.com
(888) 205-9304

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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.

About Our Presenter

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Relay is turbocharged banking for small business. Open an account in minutes, issue corporate cards in seconds and automate bookkeeping.

Banking is the nerve center of small business and yet, it has long been a tax on small business. Relay Financial is building banking that automates financial management and helps small business owners get back to doing what they love!