Get Ready to Make Automation Your Superpower
In this month's issue:
Who doesn't like to save time, reduce stress, and boost efficiency in their accounting practice? An extra hand sounds pretty nice, right? This month, we're diving into how leveraging automation can improve your practice and client relationships.?
We’ll explore strategies for getting started with integrating automation tools seamlessly into your workflow, helping your clients save both time and money. Plus, we've got some exciting updates about new integrations and upcoming events where you can catch Forwardly in person.
Let’s get started!
Transform your practice with automation magic?
Unlocking efficiency — Save time, stress less
Did you know that 72% of finance teams spend up to 10 hours per week on tasks that could be automated? Automation can take these tedious tasks off your plate, freeing up valuable time and resources. Imagine reallocating those hours to strategic projects that drive growth in scaling your business.
Hidden benefits of faster payment settlement
Automatic payments, for instance, eliminate the hassle of chasing down invoices. Vendors can settle bills with just a few clicks, making the entire process smoother for both businesses and clients. Forwardly's automated payment feature helps businesses save over 14 hours a week from chasing payments and overdue invoices.
Achieving cost savings?
Automation reduces manual errors and streamlines processes, resulting in cost savings. By outsourcing routine tasks to software, businesses can redirect their team to more valuable activities, avoiding the need to train employees for unnecessary tasks and sidestepping the complexities of hiring additional staff. Boost savings that you can pass on to your clients.
It's time to let automation do the heavy lifting.
Let's kick things off!
Pick the perfect tools: Selecting the right automation tools makes all the difference. Consider these 4 key tips when finding the right tools for your team.
Tips for getting started
10 or 500 clients? We help make onboarding easy.?
Got multiple clients with pre-authorized debit info? No worries! Our white-glove service for mass client onboarding ensures a seamless and secure transfer of your entire client list to Forwardly. Ready to make the switch? Talk to sales →
See you soon in Illinois
Don't forget to stop by and catch Jane Ingram , our Director of Operations and Marketing, at the 2024 Tax Retreat and Bridging the Gap Conference.?
Spot top talent when hiring
Get ready to elevate your hiring process with Angela Main Roberts , a renowned expert in talent acquisition. Learn her tips & tricks when interviewing on how to ask the right questions and spot exceptional candidates. Register now
?? What’s new from Forwardly
With Forwardly’s FreshBooks integration, US clients can experience the power of instant payments, rolling cash flow forecasts, and automatic reconciliation.
P.S. Zoho Books users? The wait is almost over. Get an exclusive first look—book a meeting with our sales team to learn more.
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Learn five essential steps to start conversations confidently, stand out in crowded rooms, and build lasting connections. From breaking the ice to following up effectively, this guide has everything you need to become a networking pro.
Supercharge your cash flow with AP automation
Worried about cash flow problems keeping you up at night? You’re not alone. Managing cash flow is a constant challenge for many SMBs. Learn how to transform your Accounts Payable process with automation and significantly improve your cash flow; work smarter, not just harder. — Read now
More to read
That's All for Now! ??
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PS - Are you tired of chasing payments in 2024? Let us help! — Book a meeting
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