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gang today we've got 6C pitches from eight apps for counting firms let's check it out find some cool new stuff so Jason I wanted to give you a quick uh run through of float I'm Colin I'm the founder we've been at this for a while and um really passionate about C forecasting and helping businesses actually understand cash flow and what it means uh a lot of times businesses are getting a spreadsheet which shows them 12 months it's a bit of a prediction look at this really give them very much detail or granularity so what we offer is the ability to see your cash flow on a day byday basis uh we do that by integrating with the coting software like QuickBooks and zero so we pull in all your bank accounts or your uh statements or your invoices and bills we let you set expected payments on those uh and we basically work out uh to the day what your bank balance over time is going to be and the other cool things we do uh are multiple scenarios so you can quickly project uh different scenarios and see uh the difference of of what you've projected how how that might affect your cash uh in the future it's it's really powerful and really simple and that's what we're all about check out float for cash flow forecasting uh I hope you love it cheers float app.com one of the best things I ever did for clients was helping them with cash we started doing this cash reporting because I don't know if this is your experience our SMB clients a lot of them were like living on the edge pay run to pay run like just getting by on cash whoa that's cool avoid the death date pretty cool check that one out float app.com I'll put a link to all these down below so the rules for these pitches the pitches have to be made just for this video if they've pitched themselves before they have to show new stuff the more we are the better and they got to be 60 seconds who we got next Dex meet Dex the fastest and most accurate data extraction tool designed to make accounting effortless for professionals like you Dex makes it easy for you and your clients to collect extract categorize and publish transaction and Bank data to your preferred accounting software you can submit documents to Dex in nine different ways including email mobile capture or direct upload for maximum flexibility this simplifies document management reduces error and saves time our instant messaging tool on both desktop and mobile app allows you to get lightning quick answers to any clarifying questions without leaving the platform Dex seamlessly integrates with over 30 accounting software platforms facilitating smooth data transfer for more of your clients on a single platform and our practice insights tool provides a dashboard with analytics and metrics for a comprehensive overview of operation allowing for benchmarking spotting opportunities for improvement and prioritizing work with Dex you're not just keeping up you're staying ahead let's make accounting effortless together so document management um depending on the market that you're in like Canada this is a very locked down thing in the US it's like uh you're supposed to track all of your documents but most smbs don't so Dex uh the artist formerly known as receipt Bank Advance accounting practices with accounting automation software okay what does that even mean I feel like they've long been like the go-to platform for Mass handling of receipts and invoices and all that and what I don't think people talk about enough is like uh building a business around document management how this is a value add is something that most businesses actually aren't doing correctly some people will say this is like a a default part of bookkeeping but in my experience you can get bookkeeper a and bookkeeper B one does it one doesn't do it and then when you have a client who comes to you and they've never done it before they don't understand that you're giving them additional value by like managing this stuff well for the first time reducing audit exposure that sort of thing the three main products that make up decks these days Dex prepare that is document like automated extraction Dex Precision more quality assurance and then Commerce for Ecom Integrations okay up next reach reporting thanks Jason I'm Andrew with reach reporting reach gathers and transforms your data into actionable Insight seamlessly integr whoa hold on we got a three penalty for reach 3 seconds over 60c videos people grading with QuickBooks Online desktop zero or via CSV files we even sync with gusto for payroll data create reports and dashboards for single companies or easy consolidations with classes and departments use eliminations and currency conversion with in a consolidation with our powerful data picker and our data sheets or Google Sheets integration you can blend your financial and non-financial data in a spreadsheet environment allowing for full customization with Excel like formulas use our template library to get started and use live text and conditional formatting to bring fully customized insights turn any of your work into a template to reuse on all your clients export reports to PDF publish dashboards or use our secure client portal to manage access like a drive create three-way budgets and forecasts with full automation within a spreadsheet interface and said Advanced Road drivers want to learn more just reach out so rather than just your Integrations with all the other apps one interesting thing reach does is it'll let you integrate with like a spreadsheet like Google Sheets or Excel where you can put any old data that you want into there and then it can sync that data in just like it would sync in data from your accounting platform automate insightful reports kind of like cash reporting most of our clients have never seen an actual like reporting tool Beyond just the fugly old reports that The Ledger spits out particularly if you're specialized working within like a specific domain templatized some reporting that you can do for your clients goes a long ways towards like making it feel like a premium offering that was reach whose next financial sense Who as a 9 yard penalty can you know what we have the technology for this here's what we're going to do if I put this at 1.2x how long's that going to be 57 seconds okay here's the deal if you're going to give me a video longer than 60 seconds we're going to speed you up hang on financial sense is the easiest way for your accounting firm to get work done we do this by integrating the back office with the front office to create a single source of shout out to the logo on the top left the chat GPT image generation special still might be better than many accounting firm logos if we're being real truth for your accounting firm let's first take a look at the back office here you can track the status of client work and who's working on what to ensure nothing slips through the cracks inside the work they can see process checklist team and client communication as well as access external resources and other apps now let's go look at the front office on the front office we offer a passwordless client portal that your clients will actually use you can request documents with automated reminders you can share folders with reports and important documents oh cool and you can even ask about uncategorized transactions and push those updates to QuickBooks Online all this information then flows back into the back office of financial sense so your team has everything they need to get their work done no more waiting on client responses and no more Miss deadlines and the best part is that Financial sense is easy to use 92% of our firms get financial sense up and running in less than a week 92% in less than a week listen back in my day change in practice Management Systems was a several years long project required a collection of experts and external Consultants I think Financial sense just shipped the uh some of those client facing features and the categorized expense thing super nice if you're doing accounting work for anybody every client's going to have uncategorized expense questions like it just needs to be part of your workflow stop sending them spreadsheets also please stop managing your like projects and spreadsheets get a proper practice management system how accounting firms get work done uh cool thing about financial sense they'll actually give you a 14-day free trial and you heard the man it takes less than a week to set up you get that baby huming before you even got to put a card in I don't actually know they may make you give them a card for the trial I don't know before spreadsheets and sticky notes stop running your firm on a spread sheet buddy that's not the move after Financial look at that look into her eyes okay who's next see if somebody can slip it under the 62nd threshold approval Max not even close that's a 17 yard penalty okay hang on let's run the maths here 1.2 no that's still a minute and 4 seconds sorry Jonathan we're cranking this to 1.5 thanks for hosting this and looking at our software approval Max uses a robust and easy to use approval process to tight in financial controls we integrated with Qbo zero and netw Suite saving hours of time chasing approvals and ensuring full visibility of the approval process best of all it's super easy to use create workloads with just a few clicks it can be as simple or as complex as you need it to be for example the last client I had needed their regional managers to approve to be approving bills from their specific vendors with the executive team approving bills that are over $10,000 to do this I'll just add a second step here we'll call this the executive step and then we'll add our three approvers here to that first step our regional managers we'll ensure that each regional manager is only approving bills from their specific vendors of course these vendors are being pulled directly from the GL system and then we'll make sure that our executive team is only approving bills that are equal to or over $10,000 we activate this workflow and is now live with a full audit Trail available in the GL system users can go and users can add and approve Bills website by email in slack or on the go with our mobile app get in touch now to start your free and fully functional 14-day trial of approval Max via email that's one smart thing that systems like this are doing more now is acknowledging some people don't want another app to log into and they'll just let you hand it handle it in an email in situations where you can redact stuff and security isn't a huge deal that's really handy uh approval Max long been like a super flexible approval platform and I think we normally think of this in the context of bills but there's actually a ton of different things in a business that are like approvals in Disguise that we normally have to like message back and forth or do emails about and it's just because we don't have a place to manage those approvals or you don't have a tool that's flexible enough to actually give you the approvals that you need I remember seeing them at zeroc con like clear back and what would that been San Diego 2018 was anybody here at zeroc Con San Diego 2018 that was my first ever accounting conference drop a little comment approval Max enhances the performance and efficiency of firms that manage accounts payable biggest downside is selling accounts payable uh exposure what if a member of your team makes a mistake and that is why like the approvals and everything having to happen in platform is so important nobody can do the old end around and email somebody and be like hey I just needed to go pay this thing man that is where dreams are crushed and liability carriers come in handy okay who's next keeper it's Ben from keeper Landa Lakes 24 yard penalty on keeper do we even have the technology to speed this one up enough okay 1.5 that's 56 seconds my name is Ben and this is keeper keeper is told to help cast better month than close we help with things like ask your clients about categorize transactions helping you catch and correct errors part your month and file review and so much more but I'm not here to talk about any of that today I'm here to talk about keeper receipts keeper receipts is our new receips from your clients they can email receipts here text them here or of course upload them in the portal so I'll go ahead and fin here and show how that works on email receips here text them here or of course upload them in the portal so I'll go ahead and drag in a couple text E uh this is all real time and you'll see keeper receipt scanning happens very fast and once it finishes scanning those transactions will show up down here in your transaction files often already ready to post and that's because we do things like extract to be clear that wasn't real time that was 1.5x the Fender name the transaction date the payment account and even because we're connected to Ledger we can suggest how to classify that transaction based on how it okay pausing again I love the side by side some apps like make you drill into several things to see like the image of the bill and then all the data that it pulled out the side by side this just just so much better how it was classied in the past and we can just post we can even recognize matches to transactions that are already in ledger so you don't need to worry about duplicate transactions oh so it'll push it into existing trans and least keeper seats has a super powerful rules engine to let you autom classification based on anything we recognize in the receipt that's all do it thanks for your time very cool uh if you've been around this channel long you've seen keeper before keeper was my ooh 20 H 22 most interesting new app of the year soever year I award an app like most interesting new thing of the year to me I made a commercial for them I this was I did like three or four commercials back in the day I don't do this anymore I have no affiliation with keeper besides they paid me to make a commercial form it's actually pretty it's if you go back we don't need to watch it right now but keeper is like a task management system that had a baby with The Ledger like it's got a deep integration into Qbo and zero and it will'll actually pull all the transactions into the place where you manag tasks so you set up all your tasks and you modify the transactions themselves from inside where you manage tasks and it all pushes back to the accounting system pretty cool we did a 5 minute sponsor demo day with them uh three or four months ago that shows you how keeper works the new thing here is they're doing receipts now so you can shoot that stuff in and all manage it in a single place pretty good but not good enough to be explained in 60 seconds or less evidently Ben okay two left fathom hey firm handshakes let's get fathom a round of applause for keeping this under 60 seconds good job get everybody home for dinner with financial statements alone do you find it hard to provide more to your clients when you're already super busy I how did you know that can help you'll find fathom valuable if you're offering advisory fractional CFO services or regular reporting to clients fathom cannect right into QuickBooks and zero to pull the financials budget and classes or departments tools like the kpi wheel cash flow waterfall and goalseek Tool will help you engage clients in new ways you can confidently forecast potential scenarios and keep an upto-date three-way cash flow forecast consolidating multiple entities is a breeze even with multiple currencies and all this goes into insightful management reports that help your clients level up and your firm Stand Out we've got the most five-star reviews in our category on the app stores and if you need a hand our award-winning support team is here to [Music] help I'm told that video was made just for this pitch I'll be honest I'm slightly suspicious cuz that was very well produced there may need to be an inquest fathom they've been around for a minute reporting tool when I think fath I always think of like really good looking reports and and also like interactive stuff like stuff you can engage with that does like kind of visual goal seeks and stuff like that if you're going around and hanging out at accounting conferences you will see these people hanging out which is always a really good signal that they're like investing in our space and here to stay but again if you're like selling advisory or or trying to do anything beyond just the vanilla balance sheet and pnls out of your accounting Ledger you know stuff that a client might actually understand it's worth sniffing around these reporting tools not because you need them to do something more complex often times it's actually the opposite because you need them to do something more simple and more accessible for your clients reporting doesn't have to be more hairy okay one more [Music] expert [Music] 2 minutes and 18 seconds get out of here okay let's see how F we can do 2.5 I don't know that I'm going to understand what they're saying at 2.5 okay here's what we're going to do we're going to do 2x that won't get it down it'll be just over a minute but what I'm going to do is the bit after this where I run through their website and I talk about them that's going to be 2x okay got to even the playing field somehow so Jason I didn't get a lot of time to prepare this video so it's not some Polish comedy skit or a fancy marketing generated video with a nice voice over and some crazy background music but what I'm going to take you through is something inexpert that I think you and your viewers are going to find really really exciting so I could sit here and talk to you about the way that we monitor your client data quality by integrating into their zero QuickBook Ledger and and give you a constant score and constantly checking a let you any issues within that data I could talk about time tracking against workflows because we do both of those things in expert as well and but I'm not going to talk about those right now we've only got 60 seconds so I want to get straight into it the one thing I wanted to show you is the ability to be able to customize your AI alerts across your client zero in data you can build your own custom alerts for each individual client if you want to and on each individual data set that your client has got your clients have got so you have the ability to build those alerts not just with filters but with natural language so you can come in and add alerts into the platform here by building them in natural language you can put prompt into here to be able to see exactly what will ask exactly what you want to see across that client data the AI will then build that out and show you a description of what's going on in the background so what I've ased to do here is identify a bank account but was previously active and regular feed however the feed appears to have stopped I can choose a cent to test that on but expert gives you the description and all the data points that it's looked at you can then test that and run that to make sure it's running correctly on whatever client you want to and then you can that's a that's an that's a that's an alert to alert me when a bank feed stops I have wanted like alerting functionality for so long to like set up these little sort of triggers to notify me to each client individually so you can choose which clients this expert gets assigned to and you'll get alerted automatically whenever this happens on that client feed the possibil are endless and it gives you the possibility to see exactly what you want to see in your Cent's data or what your clients want to see and want you to alert them of hope that's exciting to you if you want to see more about expert then hit me up and I'll give you that that's actually super cool okay expert set this to 2x AI power work intelligence safe guards andow bookkeeping accounting team supercharging efficieny and dat quality AI Power Practice management automation helps you work faster and smarter ad algorithm scan and audit your business data around clock and sure has felt like there ought to be like more automated alerting of like really obvious stuff this account has a negative balance in it shouldn't your bank feed stop working I do feel like we don't like have enough of those Solutions yet I'll tell you what that the thing that they showed off the like build your custom expert with a semantic like explain it prompt that's actually pretty darn cool that is expert exert B expert. I'll put that link down the show notes with all the others that's something I've actually wanted for a long time cuz I can't just have my team sitting around like monitoring stuff right accountants don't grow on trees I could probably help hi 12 years what is this it's just an ad read I heard you say accountant don't grow on trees and I thought maybe I could help are you a I'm a resume wow so CPA you have 12 years experience I'm just a resume from cloud accountant Staffing of course you are Qbo that's sweet it wasn't a good time Gusto wow look at you so I'm a resume from cloud accountant Staffing it's the easiest way to find great accountants in the Philippines to support your firm so how um I don't know tell me about yourself sure an accounting firm met with Cloud accountant Staffing they discussed their needs and they found me but when you say they found you Cloud accountant Staffing goes out and finds a few resumes and they send them over to you with intro videos from each candidate to me they send them to the firm so they just have to meet with cloud account Staffing then they'll find great candidates for you at no cost at no cost you'll only pay when you make a hire [Music] wow uh so where do we go from here the firm would decide if they wanted to interview me then hopefully I'd find a home no I mean why are you in my house oh okay I'll see myself out [Music] then that was really weird sorry about that uh that has been eight pitches from apps for accounting firms any apps you've fallen in love with lately love to see them down down in the comments and I can put a playlist right up here to past pitch videos we've done we've done we do them like every quarter similar to this you're going to see a lot of people getting penalties you might even see a really weird ad read