Divvy Demo: Unlock Greater Client Insights and Gain Efficiencies
Are you spending hours reconciling client transactions and closing their books each month? Traditional expense management is time-consuming, inefficient, and fragmented. Your clients don’t get real-time visibility into cash flows, have trouble sticking to a budget, and can’t do proactive planning.
What if you could offer clients a way to allocate department-level budgets, automate compliance and streamline expense-categorization and reporting in their accounting platform? Spend Management automation presents an opportunity for firms to help clients automate manual expense-management tasks and frees up firms to deliver accurate reports, forecasts and insights.
Divvy, a BILL company, is CPA.com's preferred spend and expense management technology solution. Join us to discover the elements of Spend Management automation - how Divvy’s free-to-use Spend Management software can help you eliminate manual repetitive expense management and free up your time to offer advisory services.
- Discover the elements of Spend Management automation: Corporate cards, software and accounting-platform integrations
- Learn to leverage the Divvy platform to grow your advisory offering; provide actionable insights surrounding cash flow, budgets, forecasts and business performance
- Uncover efficiencies and savings for your firm and for clients through streamlined internal processes, reduced software spend and freeing up employee time
Earn 1 CPE Credit