EPISODE · Nov 28, 2017 · 35 MIN
EP64: Alexis Prenn - How Receipt Bank Can Help You Provide A Better Client Experience
from The Successful Bookkeeper Podcast · host Michael Palmer
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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EP64: Alexis Prenn - How Receipt Bank Can Help You Provide A Better Client Experience
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