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
Podcast
Podcaster
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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