CPA - medium firm
Other
In this session, we will show the standard way that accountants have been handling the invoice management and bill payment of their clients. From there we will discuss the pitfalls of cost and time associated with manual data entry and cutting checks on behalf of their clients, alongside the ways that automation can give you back time and save you money.
Learning Objectives:
- Discuss the benefits of virtual cards against fraud
- Identify the ways that cash back opportunities can save you and your clients' money
- Report to clients more robust analytics and financial reporting by taking advantage of automation platforms
Shaina Murugan
Plate IQ
Director of Strategic Sales
shaina@plateiq.com
Shaina Murugan is the Director of Strategic Sales at Plate IQ, an automated invoice processing, payments and accounts payable solution for restaurants/hospitality. While she started her career in healthcare, she has spent the last 4 years in restaurant tech continuing to provide payment solutions for PIQ clients. Currently she is enjoying working remotely from various cities across the country. She graduated from Stony Brook University with a Bachelors of Science.
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