EP64: Alexis Prenn - How Receipt Bank Can Help You Provide A Better Client Experience episode artwork

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.

Episode metadata supplied by the publisher feed · Published Nov 28, 2017

Embed this episode

Ready to play

EP64: Alexis Prenn - How Receipt Bank Can Help You Provide A Better Client Experience

0:00 35:40

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Successful Bookkeeper Podcast?

This episode is 35 minutes long.

When was this The Successful Bookkeeper Podcast episode published?

This episode was published on November 28, 2017.

Can I download this The Successful Bookkeeper Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!