Simplifying Accounting Workflow with Jesse Rubenfeld of Finoptimal
PayPod: The Payments and Fintech Podcast
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How to Automate Bank Reconciliations
On the accounting portion of your services then, you're doing automatic bank reconciliations. When we can, we get access through third party services, not QuickBooks as bank feed. A lot of our clients come to us using QuickBooks Bank Feed, but we like to save them having to use the mouse at all when we can. We really handle automated bank reconciliation by exception.
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