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Finance software stack analysis : Intuit

Finance software stack analysis : Intuit

This week we look at the Finance software stack of Intuit Inc -the makers of accounting softwares such as QuickBooks , Turbo-tax , Mint etc. After having looked at various public sources we are almost 90% sure that Intuit doesn’t use QuickBooks as their accounting software . QuickBooks ,though a great software , doesn’t work …

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Analysis of WeWork’s Finance Technology stack

Analysis of WeWork’s Finance Technology stack

WeWork has been in the news for the wrong reasons recently. This blog post is not an analysis of why things went wrong the way it did in WeWork . A complete analysis of why WeWork had eaten up a lot of investor wealth can be found here – https://www.fastcompany.com/90410492/the-fall-of-weworks-adam-neumann We look at the cloud …

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The Easiest and Most Affordable Small Business Technologies

The Easiest and Most Affordable Small Business Technologies

  Guest Blog by Gloria Martinez of womenled.org   Technology can make (or break) any business. And when it comes to improving your bottom line, having the right tech in place can pay off. You might spend some money on the initial investment. However, it will be well worth it thanks to the improved efficiency and …

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Automated Statements vs Automated invoice reminders : Which one is more effective?

Automated Statements vs Automated invoice reminders : Which one is more effective?

Automated Statements vs Automated invoice reminders : Which one is more effective   We had a customer who recently asked the exact same question out of Automated Statements vs Automated invoice reminders which one is more effective. We thought why don’t we use our expertise , helping 1000’s of businesses automate their receivables and the …

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4 Steps to setup Statement Automation with QuickBooks Online/Desktop

4 Steps to setup Statement Automation with QuickBooks Online/Desktop

Steps to setup Statement Automation with QuickBooks Online/Desktop You can find detailed steps here with video  – link Step 1 : Signup to PayorCRM   For QuickBooks Online – Go to the login page and click on the sign up with QuickBooks Online button For QuickBooks Desktop – Go to the login page and register an …

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Accepting payments through Saved card / Bank account from within email (One click payment buttons)

Accepting payments through Saved card / Bank account from within email (One click payment buttons)

Accepting payments through Saved card / Bank account from within email The below PPT provides an overview of how ” One Click Payment Buttons ” improves cashflows and provides a better customer experience. 40% of the time payments are delayed not because the customer didn’t intend to pay but because the steps needed to be …

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4 Steps to Setup Customer portal with QuickBooks Desktop /QuickBooks Online

4 Steps to Setup Customer portal with QuickBooks Desktop /QuickBooks Online

The below steps shows how you can setup a Customer portal with QuickBooks Desktop /QuickBooks Online within a few minutes Steps to setup Customer portal with QuickBooks Step 1 : Signup to PayorCRM   For QuickBooks Online – Go to the login page and click on the sign up with QuickBooks Online button For QuickBooks Desktop – …

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4 Steps to Setup Automated Invoice reminders on QuickBooks Desktop/online

4 Steps to Setup Automated Invoice reminders on QuickBooks Desktop/online

Searching on Google about steps to setup Automated Invoice reminders on QuickBooks Desktop / QuickBooks online actually sends you to tons of article on QuickBooks help and community sites which shows how to manually send reminders ( we know the pain 😛 )   Hence the below blog post   In the age of social …

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Why setup Automated Recurring ACH payments or Credit card payments with QuickBooks

Why setup Automated Recurring ACH payments or Credit card payments with QuickBooks

We wrote a blog post on QuickBooks(Desktop/Online) ach payment issues see here – And realized that out of the issues mentioned , There is something that  we haven’t solved yet – Recurring ACH payments Why use Recurring ACH payments instead of recurring credit card payments ? ACH payment are the cheapest and easiest payment mechanism …

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