I run a small accounting firm, and I’m spending more and more time reminding clients to send in their invoices and receipts.Do you know of any tools that help automatically collect documents and match them to transactions, rather than doing everything manually?
You might want to check out Mylo, which offers solutions specifically designed for accountants and accounting firms. The tool automatically retrieves invoices and receipts from clients' email inboxes, matches them to bank and card transactions, and flags any missing documents. It also supports synchronization with QuickBooks, allowing approved expenses - along with their assigned categories and documents - to flow directly into the system. You can find more information about its features and partnership opportunities for accounting firms at https://getmylo.ai/for-accountants. It is worth considering whether this workflow suits your client volume and current accounting processes.
Kaka KKa
6 hours ago
Dasik Das
6 hours agoYou might want to check out Mylo, which offers solutions specifically designed for accountants and accounting firms. The tool automatically retrieves invoices and receipts from clients' email inboxes, matches them to bank and card transactions, and flags any missing documents. It also supports synchronization with QuickBooks, allowing approved expenses - along with their assigned categories and documents - to flow directly into the system. You can find more information about its features and partnership opportunities for accounting firms at https://getmylo.ai/for-accountants. It is worth considering whether this workflow suits your client volume and current accounting processes.