Free Webinar

In an era where automation is vital and change can be challenging, it’s important to focus on how you can set a strong foundation. Whether you’re a newcomer to client advisory services (CAS) or looking to grow your practice, understanding how to leverage the right automation technology will allow you to transform your clients financial operations.

Join us as we guide you through the strategic necessity of automation and how it paves the way for more robust advisory roles. We’ll explore BILL’s all-in-one financial operations platform and how accounts payable, accounts receivable and spend and expense management are the bedrock of a CAS practice. By integrating all financial operations you’ll learn how to unlock new firm efficiencies, control client spend and increase cash flow visibility.

Learning Objectives:

• Recognize the strategic significance of automation in CAS, with a focus on how bill pay serves as a critical entry point for more advanced advisory services.
• Examine the rising importance of spend and expense management in a comprehensive CAS offering.
• Uncover the key features and benefits of integrated platforms for AP, AR, and spend and expense management, with a spotlight on their role in enhancing your advisory capabilities.
• Assess how the choice of technology not only impacts internal firm processes but also improves the quality and breadth of client services.
• Identify why now is a pivotal moment to adopt automated solutions in CAS, for the sake of scalability and greater advisory roles.