Scaling New Heights® 2020 Sponsors At-a-glance # 2

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Scaling New Heights 2020 is being held November 8 - 11, 2020 in Orlando with both on-premise and remote (virtual) experiences. Between now and the start of the event Insightful Accountant is providing our readers with vignettes about each of the conference sponsors.  The sponsors chosen for each article have been randomly selected in no particular order or ranking, although they are listed in alphabetical order within each article.

Bill.com is a leading business payments company helping millions of members process $-billions in payments annually. Bill.com saves companies over 50% of the time typically spent on financial back-office operations by automating end-to-end processes.

Customers use the Bill.com platform to manage end-to-end financial workflows and to process payments. The Bill.com financial software platform creates connections between businesses and their suppliers and clients. It helps manage cash inflows and outflows. Bill.com has partnered with many of the largest U.S. banks, the majority of the top 100 U.S. accounting firms, and popular accounting software providers.

Bill.com helps businesses connect and do business by tying together finance and accounting programs, banks, customers, vendors, accounting professionals, and documents. And Bill.com allows for multiple approval levels, and permits changes with each layer of approval based upon permissions you set.

Bill.com fully integrates with QuickBooks to makes it easy to manage the cash flow, because the incoming and outgoing money is all tracked in one place. In fact, Bill.com even teamed-up with Intuit to offer QBO Online Bill Pay powered by Bill.com to provide a solution in which every action happens inside of QBO. Users never need to log into another system, they simply create and pay their Bills inside QBO, even though the behind-the-scenes magic occurs via Bill.com.

To learn more be sure to visit the Bill.com website, or check out the the Bill.com landing page at the Intuit QuickBooks Apps Center if you are interested specifically in how Bill.com works with QuickBooks.

Divvy eliminates expense reports and reimbursement by tracking all employee spending within a company as it happens. All employees receive a physical Divvy smart card, which acts as their company card. Administrators can add funds to the card for employees at any time.

When employees use their Divvy card on anything from travel to office supplies the information becomes an itemized record. A live expense report dashboard is available in the app. At the end of the month, accountants can export all spending data directly into their accounting software.

Features Include:  Manage all spending from one place. Ease of expense allocation, and strict controls. Specified budgets restrict the use of funds for specific purposes. Easily identify how company spending stacks up against established budgets. See who is spending where and on what instantly, and freeze spenders if things get out of hand. Fraud Elimination. Security. Itemized reporting. Integration with the most popular accounting software.

If you want to learn how to divvy up your expense dollars in a modern controlled method, then check out the Divvy website to find out how they can help make each of your expense dollars a 'smart dollar.'

Knowify is a construction management App designed for commercial sub-contractors and residential contractors. Knowify provides powerful job costing, bid and contract management, change order management (with built-in e-signature capture), scheduling, classic and AIA-style invoicing, and much more.

With Knowify’s powerful job costing tools, you can plan your jobs and itemize your labor and material budgets to create comprehensive cost estimates.  Create and maintain your schedule in Knowify so that all your crews can see what needs to be worked on while they are in the field. Knowify will track each job compared to your budgets and estimated costs in real time! And, whether you bill with standard invoices or with AIA-style (g702/703) applications for payment, Knowify has you covered. 

Team members can use either a computer or a mobile device to track time. Knowify also offers real-time connection between the office and the field, your crews will have access to job information, they can upload information and pictures, and simply communicate needed data with the office just by using the Knowify App on their smartphones.

By the way, Knowify has one of the most comprehensive integrations with QuickBooks Online, connecting the business side of your  construction company with the accounting side. And speaking of the accounting side, Knowify also offers a Certified Advisor Program to help accountants, bookkeepers, consultants and ProAdvisors enhance their knowledge of construction industry best practices and expand their tech advisory services. 

So, if you are interested in teaming up with Knowify, then be sure to check out the Knowify website.  You can also head over to the Knowify landing page at the Intuit QuickBooks App Center if you want more details about how Knowify integrates with QuickBooks Online.

Receipt Bank is a strategic partner of QuickBooks Online and QuickBooks ProAdvisors. Receipt Bank is an award-winning productivity tool that helps bookkeepers do more with less. Rated 5-stars on Apps.com you’ll be able to manage all of your clients in one location. 

More of your clients can benefit from real time bookkeeping with the connection between Receipt Bank and QuickBooks Online. This connectivity means automated data entry and a better experience for clients when combining Receipt Bank with any version of QuickBooks Online.

You’ll take control of ALL of your client’s source documents and eliminate the pain of data entry from your bookkeeping because Receipt Bank will collect and extract the receipt data allowing you, the accountant, bookkeeper, or ProAdvisor to review and publish it straight to their QBO software for reconciliation.

With 'Automatic line item extraction' Receipt Bank makes the processing of line items effortless so you can have the control and accuracy of a manual workflow without compromising on time. Automatic line item features give you the ability to turn the feature on for each supplier as required and Receipt Bank takes care of the rest.

As if traditional receipt data extraction was not enough Receipt Bank also offers 'Sales Invoice Extraction' in which they apply their world class data extraction capabilities to sales invoices. This feature makes the power and accuracy of Receipt Bank available across all your accounts receivable and accounts payable workflows turning Receipt Bank into your ultimate one-stop solution for pre-accounting tasks. This solution allows you to easily review and publish data for processing cost and sales invoices leaving you to provide the best experiences for your clients in real time.

Thousands of accounting firms around the world use Receipt Bank to deliver a seamless and effortless bookkeeping experience to their clients. You and your firm can be one of them, head over to the Receipt Bank website if you thought they simply turned receipts into images because they can optimize your accounting and bookkeeping processes to create a profitable workflow with the most sophisticated technology and resources available.

Or see the Receipt Bank landing page at the Intuit QuickBooks Apps Center for more details about how the integration between Receipt Bank and QuickBooks Online works together.

Right Networks gets your current accounting-based desktop and legacy applications into the cloud, so it’s easier and more secure to share sensitive documents and data with your clients. This flexibility allows you to cost-effectively grow your business and reach new geographies.

Right Networks has been cloud connecting accounting professionals and their clients since 2002.  We make it easy to share information securely online with your clients allowing both of you to work together in real-time on the same information. 

The Right Networks Cloud delivers a broad set of cloud bookkeeping, accounting, and business finance applications and is designed to streamline accounting and business operations. The cloud offerings provide accounting professionals and their small business clients with a better way of working together so be sure to find out how their Application Cloud, Business Cloud and QuickBooks Cloud offerings can meet the needs of you and your clients.

Right Network understands that the reputation of ProAdvisors, Accountants, Bookkeepers and Business Consultants is on the line when they recommend a cloud solution.  That’s why you should always reach out to Right Networks when it comes to finding or recommending a cloud solution for QuickBooks Desktop that is backed by Intuit.

As of September 14, 2020, XCM® is part of Wolters Kluwer, a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors.

XCM® offers a complete productivity enablement and workflow platform that empowers users to manage all types of work, within all departments, and/or across multiple offices. Their solutions include XCMworkflow, XCMscheduler, XCMportal, XCMmobile, Xpitax Tax & CAS Outsourcing, and Analytics as a Service... all designed by tax and accounting process experts to help users work more efficiently and effectively in a digital environment.

XCMworkflow is a scalable, cloud-based system that helps tax, accounting, and finance professionals be more productive, through process and technology. XCMscheduler takes activity data from XCMworkflow to forecast the users daily workload for real-time work assignments. XCMmobile allows users to view all tasks at any time, from any location and move projects along in their workflow remotely via completed checklist items.

XCM is an open platform system that works horizontally across tax, accounting, finance, audit, and operations applications. They manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality. Their device and browser-agnostic cloud solutions offer real-time anywhere, anytime access to work. Though they integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people.

So, be certain to check out all that the XCM® website has to offer.