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Navan Launches Travel and Expense Management System for Accounting Firms

CPA Practice

Navan, a major provider of travel and expense management reporting, has launched the Navan Accountant Console, a centralized dashboard that streamlines spend management for accounting firms supporting multiple clients, users, and products. There are more than 86,000 CPA and accounting firms in the U.S.

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5 Ways Accountants Can Use AI Right Now

CPA Practice

That’s why Order Management teams spend a lot of time reconciling data in CRM/ERP against the customer contract. Some specific use cases include: Expense Management: Generative AI can automate how teams extract and categorize expense data from receipts and invoices.

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Five Considerations When Preparing Your Healthcare Practice for a Sale

Withum

This analysis goes beyond the basic financial statements to examine factors such as revenue recognition policies, key performance indicators, expense management, recent trends, and non-recurring or non-operational items. Reporting functions are critical to a deal and need to be able to provide accurate and detailed reports to a buyer.

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Innovating the Month-End Close Checklist: Fintech Tools that Can Help

Shay CPA

Make expense management easier. Streamline organizing and validating financial records, e.g., matching invoices to purchase orders, grouping expenses into automated categories. If your team is small and you have a high level of trust, for example, expense management might be low-priority for you.

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George Clooney to be Headline Speaker at ExpensiCon 2023

CPA Practice

Previous ExpensiCons in Bora Bora and Maui included attendees from PwC, Deloitte, BDO, CLA, Baker Tilly, and EisnerAmper, as well as keynote speakers such as Travis Kalanick of Uber, René Lacerte of Bill.com, Zach Nelson of NetSuite, and Rod Drury of Xero. .

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Business Budgeting Software Guide: Budgeting Software for Small to Enterprise Business

Snyder

Among the features you can find: Cash management; Forecasting; Income & Balance sheets; Multi-department project management; Asset management; General ledger; Profit & Loss statements. NetSuite – Financial planning and budgeting software for mid-sized and enterprise businesses.

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Airwallex Adds Integration with QuickBooks for Bank Feed Data

CPA Practice

This integration complements the existing QuickBooks integration for Airwallex’s Bill Pay and Expense Management products, which help businesses manage and track their company and employee spend.