EP64: Alexis Prenn - How Receipt Bank Can Help You Provide A Better Client Experience

EP64: Alexis Prenn - How Receipt Bank Can Help You Provide A Better Client Experience

Workflow. If your systems regarding it aren't great, your whole bookkeeping business suffers. Today, there are plenty of tools in the marketplace that help heal this pain point, but today we'll focus on one - Receipt Bank. What is it? Receipt Bank...
36 Minuten

Beschreibung

vor 8 Jahren

Workflow.

If your systems regarding it aren't great, your whole bookkeeping
business suffers.

Today, there are plenty of tools in the marketplace that help
heal this pain point, but today we'll focus on one - Receipt
Bank.

What is it?

Receipt Bank extracts the key information from your clients'
bills, receipts and invoices, removing the need for manual data
entry. It then allows you to publish this data directly to their
accounting software.

During this interview, our guest, Alexis Prenn, who is Receipt
Bank's Co-Founder & CEO, will discuss...



How Receipt Bank can help you deliver an awesome client
experience

Why you should always think of how workflow tools will
ultimately result in giving customers value

The importance of reviewing your clients' files at least 2
times a week




To find out more about , visit
https://www.thesuccessfulbookkeeper.com.

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