EP64: Alexis Prenn - How Receipt Bank Can Help You Provide A Better Client Experience
The Successful Bookkeeper Podcast · Michael Palmer
November 28, 201735m 40s
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Show Notes
Workflow. If your systems regarding it aren't great, your whole bookkeeping business suffers. Today, there are plenty of tools in the marketplace that help heal this pain point, but today we'll focus on one - Receipt Bank. What is it? Receipt Bank extracts the key information from your clients' bills, receipts and invoices, removing the need for manual data entry. It then allows you to publish this data directly to their accounting software. During this interview, our guest, Alexis Prenn, who is Receipt Bank's Co-Founder & CEO, will discuss...
- How Receipt Bank can help you deliver an awesome client experience
- Why you should always think of how workflow tools will ultimately result in giving customers value
- The importance of reviewing your clients' files at least 2 times a week