MineralTree

NOVEMBER 9, 2023

The two primary methods for achieving data exchange are file-based integrations and application programming interface (API) integrations. An Overview of ERP Integrations Before diving into the specifics of file-based and API integrations, let’s start by talking about enterprise resource planning (ERP) software.

AP 72

AP Purchase Order Invoice Processing XERO 72

MineralTree

OCTOBER 26, 2023

In fact, boosting productivity for lean AP teams is top of mind for 59% of finance leaders. You can integrate point solutions into your existing systems to automate just some parts of your AP workflow, such as payments processing. This two-way integration streamlines invoice processing, expense management, and vendor communication.

AP 76

AP Accounts Payable Accounts Payable Invoicing 76

Compleatable

DECEMBER 14, 2023

February saw some key changes to product functionality and automation. And on the topic of integrations, we made a few updates this month- firstly, the transaction patch API modification allowed users to change the journal number after an invoice had been posted (pretty handy, right?). Perhaps a change you’d like to see in 2024?

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Purchase Order Accruals Invoicing AP 130

Nanonets

MARCH 14, 2024

All invoices received by a company for products or services that have been purchased from a vendor must be checked for accuracy before payment is initiated. Purchase order (PO) is a legally binding agreement issued by the purchaser to the vendor, informing of the type of product/service ordered and the quantity and prices agreed upon.

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Purchase Order Accounts Payable Accounts Payable Invoice Processing 52

Nanonets

SEPTEMBER 23, 2023

Integration capabilities are another advantage of  small business accounting software. Many software programs allow seamless integration with other business tools, such as payment processors, e-commerce platforms, and customer relationship management systems. Enhanced security measures protect sensitive financial information.

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Small Business Accounting Accounting Software Data Entry Accounting 52

AvidXchange

JUNE 16, 2022

Blair Myers from Vets Pets shares how AvidStrongroom and AvidPay integrate seamlessly with Sage Intacct Blair Myers joined Vets Pets in 2019 as a Controller, but quickly rose in the ranks to become Vice President of Finance and Accounting. We also liked the fact that it automatically attached the invoice when it is posted in Intacct.”

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AP Invoicing Billing Accounts Payable 52

Invoicera

MARCH 22, 2024

Bringing automated invoicing into your business can be really helpful and increase your productivity. Integration with third-party software is saving time. Many automated billing solutions now integrate with other business tools, such as accounting, CRM, and payment gateways. But guess what! There is good news.

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Billing Invoicing Invoice Processing QuickBooks 52

Nanonets

APRIL 29, 2024

Credit card reconciliation is essential for businesses to maintain financial integrity, compliance with regulations, and effective management of expenses. It is a valuable tool for businesses of all sizes, helping them effectively manage their finances, mitigate risks, and ensure financial integrity.

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Data Entry Reconciling Purchase Order Financial Reporting 52

Cloud Accounting Podcast

OCTOBER 20, 2022

Go here to create your classified ad: [link] Full Transcript Available Upon Request - info@cloudaccountingpodcast.com We're back from the Sage Transform conference sharing everything you need to know about what's new with Sage Intacct.

CPA 40

CPA QuickBooks Accounting Software Accounting 40

MineralTree

APRIL 6, 2023

ERP Integration: How ERP Systems & AP Automation Tools Work Together An Overview of ERP Systems Enterprise Resource Planning (ERP) refers to a software that allows companies to manage various parts of their organization. Continuous Two-Way Sync With ERPs that support API integration, MineralTree offers a continuous two-way sync.

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AP QuickBooks Invoicing Accounts Payable 64

MineralTree

NOVEMBER 16, 2023

Conducting a cash flow analysis is an integral part of running a business — dedicating time to this process can mean the difference between barely surviving and thriving. However a cash flow analysis is only as valuable as your ability to understand and interpret the results. Why Does Cash Flow Analysis Matter?

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AP Invoicing Billing Financial Analysis 84

Cloud Accounting Podcast

OCTOBER 7, 2020

In other news, Intuit removed itself from all Scaling New Heights in-person and virtual events for the time being, while Sage intacct has been busy releasing what looks to be a pretty useful feature - an AI-powered timesheets app built into Sage Intacct Cloud. says it is considering issuing a digital euro.

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Microsoft Excel Tax Accounting Accounting 40

Cloud Accounting Podcast

SEPTEMBER 22, 2018

Sage Intacct reveals acquisition — Enterprise Times — Sage has announced the release of its own budgeting and planning application for small to midsize businesses. Budgeta is now rebranded Sage Intacct Budgeting and Planning. According to this Wall Street Journal article, a 10% levy on these imports would slow U.S.

Accounting 40

Accounting Accounting Budgeting Computation 40

AvidXchange

SEPTEMBER 8, 2020

Change management is often an afterthought when organizations decide to automate,” according to a report by Sage Intacct, an accounting system provider, titled Seven Pitfalls to Avoid When Implementing AP Automation. Avoid getting too deep in technology integration and AP automation software details. That can come later.

AP 40

AP Invoicing Accounting Software Accounts Payable 40

AvidXchange

MAY 3, 2021

In celebration of Oasis Solutions’ 30 th anniversary, Partner and Chief Revenue Officer, Aaron Rosenberg participated in a Q&A to discuss the company’s continued partnership with AvidXchange and the benefits our integration with Oracle NetSuite and Sage100 has offered their clients over the years.

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Purchase Order AP Invoicing 52

Future Firm

JULY 27, 2022

In addition, small businesses have the option to pay for the time and products needed for your company without compromising on the experience, expertise, and knowledge they need. new product launches, expansion into new markets, etc.) What Services Do Virtual CFOs Offer? They also have a neat forecasting tool as well.

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Budgeting XERO Financial Analysis QuickBooks 98

Nanonets

APRIL 16, 2023

It’s a technology that integrates complex accounting functions and can form an integral part of your core operations. Give Nanonets ™ a spin for higher accuracy, greater flexibility, post-processing, and a broad set of integrations with other Accounting, ERP systems & more! So, what exactly is AP automation ?

AP 52

AP Accounts Payable Accounts Payable Purchase Order 52

Cloud Accounting Podcast

OCTOBER 22, 2019

Along with the management toolset, Square for Restaurants integrates with Caviar, their meal-delivery service 14:55 – Outside looking in? Also, Square released Square Books, which Blake and David suspect could one day soon power a Square Accounting product — which could easily be the biggest threat to Intuit since Xero.

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XERO Accounting Accounting QuickBooks 40

Nanonets

APRIL 17, 2024

Fewer apps and third-party integrations.    QuickBooks Integrations One area in which QuickBooks really shines is its robust and wide-ranging third-party app and integration tools. Some advanced features, like enhanced inventory management, appeal to specific user segments but lack broader market utility. 

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QuickBooks XERO Bookkeeping Budgeting 52

Nanonets

MAY 6, 2024

This article explores how leveraging a dedicated reconciliation software, BlackLine , not only minimises errors and enhances productivity by streamlining workflows and empowering finance professionals to focus on strategic initiatives.     What is BlackLine?  BlackLine

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Account Reconciliation Accounting Accounting Auditing 52

Nanonets

FEBRUARY 8, 2024

What is an ERP and Why Do ERPs Get Integrated? In order to keep up with the pace of business, ERP integrations are critical. What is ERP Integration? By definition, an ERP integration is the process of connecting one or more business systems with an existing ERP.

AP 52

AP Invoice Processing Invoicing Accounts Payable 52

Cloud Accounting Podcast

MAY 10, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. BQE's Core products operate 100 percent on a native cloud platform that's uniquely able to help you in your efforts to embrace remote work while maintaining your productivity. We appreciate you! I thought that was really cool.

QuickBooks 40

QuickBooks Payroll Tax Accounting 40

Cloud Accounting Podcast

AUGUST 25, 2020

BQE's Core products operate 100 percent on a native cloud platform that's uniquely able to help you in your efforts to embrace remote work while maintaining your productivity. Xero and TriNet are now integrating. This is every single payroll integration, and every single app integration, at some level.

Accounting 40

Accounting Accounting QuickBooks Tax 40

Nanonets

JUNE 29, 2023

This is achieved by integrating all activities related to sourcing, contracting, purchasing, supplier management, invoice processing, and payments.  Flow is powered by Nanonets, an intelligent automation software that uses AI & ML to recognize and extract data from various document types and integrate into any business software.

Budgeting 52

Budgeting Expense Reports Data Entry Invoicing 52

Nanonets

JULY 21, 2023

To ensure the integrity of financial data, accountants and bookkeepers rely on the general ledger account reconciliation process. While not a complete ERP system, it can be extended through third-party integrations for additional functionalities. Limited integration with certain banks. Lack of fiscal calendar customization.

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General Ledger Account Reconciliation Reconciling Financial Reporting 52

Nanonets

MARCH 20, 2023

AP automation software that is available off the shelf today is either a standalone product or part of a full stack accounting ERP. There are a variety of AP tools available today, with varying levels of functionalities and features. Multi-destination mileage reimbursements. Unique transaction identifier. Receipt reminder period.

Accounts Payable 52

Accounts Payable Accounts Payable AP Accounting 52

Nanonets

APRIL 16, 2023

PO Matching is the process of connecting a purchase order (PO) issued by a client indicating types, quantities, and agreed prices for products/services to the invoice issued by a vendor for it's delivery. that can lead to loss of productivity and trust. PO Matching Automation Benefits 4.

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Purchase Order Accounts Payable Accounts Payable Invoicing 52

Nanonets

FEBRUARY 21, 2024

Nanonets integration with Quickbooks represents a leap forward in managing financial transactions, setting a new standard for operational efficiency in the digital age. Payment Processing : Once invoices have been coded and approved in Nanonets, the integration will automatically create ready-to-send bills for payments. in real time.

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Invoice Processing Invoicing QuickBooks Data Entry 52

Nanonets

JANUARY 17, 2024

Imagine a mid-sized tech company, let's call it 'InnovateX' They’re doing well, growing fast, and their product is a hit. Their contributions range from AI-driven analytics to seamless integrations with accounting systems, reshaping how businesses handle their expenses. Let's take a practical example.

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Expense Reports Budgeting Data Entry Auditing 52

IMA's Count Me

FEBRUARY 23, 2020

We've got online accounting, we've got cloud accounting, we have bank feeds, we have API integrations and when that started to all happen around 2010 was when it really started to get big and become, you know, easy to do with off the shelf software. At least in the world of small business. Manually keying in data is not necessary.

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QuickBooks Bookkeeping Computation Data Entry 40

Nanonets

AUGUST 1, 2023

Audit automation encompasses a diverse range of digital technologies, including predictive models, data integration tools, and cognitive intelligence applications, all of which optimize the audit process and enhance productivity. Data Integration: The collected data is then integrated and consolidated into a centralized platform.

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Auditing Collections MS Office Computation 40

Cloud Accounting Podcast

SEPTEMBER 1, 2020

You don't expect to see a company touting how many people use its products for free, right? Mind you, remember, they talked about before, in the previous years, that TurboTax Live has been their fastest-growing, most-successful product offering ever? You're not gonna go buy Sage Intacct, when you're starting a brand-new business.

Payroll 40

Payroll Tax QuickBooks CPA 40

Cloud Accounting Podcast

MAY 26, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. BQE's Core products operate 100 percent on a native cloud platform that's uniquely able to help you in your efforts to embrace remote work while maintaining your productivity. Xero, released a new integration with Relay Bank.

XERO 40

XERO Accounting Accounting QuickBooks 40

Nanonets

JUNE 29, 2023

It typically offers features like receipt scanning, expense categorization, policy enforcement, approval workflows, and integration with accounting systems. It provides a user-friendly interface, customizable OCR models, and seamless integration options, making it a versatile solution for expense management.

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Expense Reports Data Entry Invoicing Budgeting 52

Cloud Accounting Podcast

APRIL 28, 2020

I think maybe when we went to Sage's Intacct, I think the FloQast team was there, but I don't know if he was there, or maybe he was, and you pointed at him from far away. Then, on the other side, we integrate directly with your ERP, so it's tied out within FloQast Venture-backed; have raised a lot of money over the years.

Auditing 40

Auditing Bookkeeping XERO Accounting 40

Cloud Accounting Podcast

JUNE 8, 2020

OnPay include, deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. PayPie integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. With integrations to Microsoft, and Google for one-click sign up, and Zoom to instantly create meetings, your client will be onboarded in no time.

Tax 40

Tax XERO Payroll QuickBooks 40

Cloud Accounting Podcast

APRIL 3, 2020

That's really why you want to evaluate, and as Sabrina said, the point is you believe you continue to be an ongoing concern and that their goal is to keep people on payroll, to operate your business, and that you still have customers out there that are willing to buy your product or service. Where can Sage Intacct chamber that tell you.

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Payroll Bookkeeping Billing Reconciling 40