K2's Road to Excellence with Excel Part 16 and Receipt Bank

This is the sixteenth in a series of sessions in Excel that will provide you with the information you need to become an Excel expert. This session will focus on the use of advanced formatting and functions.

Learning Objectives

  • Making your reports more understandable with Conditional Formatting
  • Understand the power of Slicers in reporting
  • Using Sparklines to visually show data in a cell
  • Working with Text functions
  • Using Date functions effectively

Let the Machines do the Heavy Lifting of Bookkeeping

Optical character recognition combined with machine learning means that technology can be leveraged to do many of the manual tasks associated with your client's bookkeeping. Instead of chasing clients, organizing paperwork, and endless data entry, let the tech do this for you in real time, around the clock. When implemented strategically technology can be an extension of your team, unlocking your time to focus on what you do best.

Learning Objectives

  • Learn how to best leverage technology in your accounting workflow
  • Learn how to get your clients and your team onboard with this new process and new tools
  • Learn about pricing considerations for this new service

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Questions & Answers from the Webinar

Receipt Bank Questions
Answers
Do you integrate with MS Dynamics GP?
Our Microsoft NAV integration will be live in the fall.
Where are the documents stored?
The documents are stored on Amazon Web Services in the European Union.
Is data for Canadian companies stored in Canada?
No, in the EU on Amazon Web Services.