Webinar

Turning data into actionable insight across clients doesn't take data analysts, engineers, and architects. In this webinar, CPA.com's Kim Blascoe, Andrew Thomas from BILL and a CAS practitioner will dive into how integration of financial operations helps firms streamline bill pay, optimize payments for clients, and build confidence in compliance tasks all while generating deeper, real-time insights that inform both client and firm performance.

You'll hear from a leading CAS practitioner on how they use BILL's Accountant Console to keep tabs on everything from payment status, to anomalies, to potential areas for workflow improvement. Through real-world examples featuring a nonprofit client, we'll examine how data-driven insights improve financial decision-making and efficiency, and what the means for both firm growth and client outcomes.

Learning objectives:

1. Identify key features of BILL’s Accountant Console that enable integrated financial operations.
2. Recognize how consolidated payment and compliance workflows improve visibility across clients.
3. Describe how data insights generated by BILL’s platform enhance decision-making for both firms and clients.
4. Outline practical ways to leverage technology platforms to scale CAS services efficiently.