CPAacademy.org | BUILDING A BEST-IN-CLASS A/P TECH STACK WITHOUT

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Building a Best-in-Class A/P Tech Stack Without Breaking the Bank

Software Demo Included

Computer Software and Applications

BUILDING A BEST-IN-CLASS A/P TECH STACK WITHOUT BREAKING THE BANK

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
Other
Small Business Owner

Course Description

Are you looking to upgrade your accounts payable tech stack but don't know where to start? Explore the most powerful trio of tools on the market and discover how they work together to offer a fully integrated end-to-end AP automation process: invoice data capture by Dext, multi-step and multi-role invoice review and approval by ApprovalMax, and bill payments by Melio.

Join this session to see how this power trio can help you take your firm to the next level.

Learning Objectives:

Summarize the benefits of using Dext (data capture), ApprovalMax (approval automation), and Melio (payments for QBO) together as a centralized A/P solution

Recognize the future of accounts payable and what your clients need now

Determine the steps you need to take to create a future-ready tech stack

Sahil Malhotra

ApprovalMax
Partner Account Manager

With extensive experience in the accounting and SaaS industry, Sahil is a trusted advisor to his clients. Over the last decade, Sahil has gained an in-depth understanding of the cloud-enabled accounting ecosystem, having worked at Xero as well as with other integrated add-on apps, with a focus on end-to-end solution offerings. Sahil is passionate about streamlining internal processes and believes in automating any approach that obstructs great performance.

David Leary

Melio
Director, Accounting & Bookkeeping Evangelism
david.leary@melio.com

David Leary is an innovative and influential force in the small business accounting world. With over 22 years of QuickBooks experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast technical knowledge, and domain expertise have helped bridge the gap between developers, small business owners, and accountants. His unique style and impressive network have influenced and helped shape the new generation of accounting professionals.

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Sponsor

Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.

Here’s a bit about our products and how they can help you:

Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.

Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.

Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.