Tuesday, January 26, 2016

If you are an accounting professional, please help us support this important industry survey – the 2016 State of Bookkeeping Survey. The survey is gathering relevant trends and data regarding types of services, billing structures, attitudes, technologies and more. It takes 5-10 minutes to complete and all answers will be kept anonymous. As a thank you, after you complete...

by Pankaj Kamat, Principal Product Manager,
Monday, January 25, 2016

We often get asked “Can I send my vendors to a webpage and have them sign up there?” Yes, you can! Instead of sending your vendors to the home page, there is a way you can build your own Company Page to share with your vendors. It is ideal to contact your vendors individually. But in cases where it is not possible to reach out one by one, Bill....

by Pankaj Kamat, Principal Product Manager,
Friday, January 22, 2016

Interacting with many vendors and struggling with individualized invitations? has built in several ways to send out invitations to multiple vendors all at one time. This can save significant time and effort. Using the 6 tips described in our Network invitation blog series, our customers are able to set up 7 out of every 10 vendors for ePayments....

by Becky Riffis, Strategic Partner Manager,,
Friday, January 22, 2016

Many accountants will tell you a majority of their time isn’t spent doing actual accounting work. Recently, several services and applications geared specifically toward accountants have appeared on the market. Here are three things your accounting firm should digitize this year, and how to do so.

by René Lacerte, CEO and Founder,
Monday, January 18, 2016

On March 6, I’ll be running in the San Jose 408k race with the team to support our culture of health and fun.  I would be thrilled if you could join me and my team for the race. is an official sponsor of the race and as a small token of appreciation, we are extending an invitation to all our customers, partners, staff, and family/friends. 

by René Lacerte, CEO and Founder,
Wednesday, January 13, 2016

The meteoric rise of fintech firms in recent years coupled with the surge of interest by already-established technology companies in the consumer payments space are nothing short of remarkable. The media headlines charting fintech’s progress in just the past year might even have you think that the end of traditional bank models is here. But that assessment is dead wrong.

by Tanya Roberts, VP of Corporate and Accountant Marketing,
Friday, January 8, 2016

“ makes it possible for 1 employee to handle 500 payments a month, something unimaginable before,” said Russell Farnell, VP of Finance, HR and Operations at the Linux Foundation. “Our team works virtually and we need to get approval using online tools. Prior to, we were using email attachments for approval of a very wide range of complex payments. The Linux Foundation would not be able to scale our services or operations...

by Pankaj Kamat, Principal Product Manager,
Wednesday, January 6, 2016

Using the 6 tips described in our Network invitation blog series, our customers are able to set up 7 out of every 10 vendors for ePayments. This article explains how to invite your existing vendors to your Network. Business owners and accountants get enormous benefits from setting up vendors with ePayments, which are faster and cheaper than checks and are more secure.


by Becky Riffis, Strategic Partner Manager,,
Monday, December 21, 2015

Wow! After we announced the new direct sync between Xero and in August, we saw a sharp uptick in activity for both accounting firms and SMBs. Accountants like Marvin Galang, Chief Process Officer of DoubleRule, are building revenue and signing up new clients by offering Xero and to all the companies they provide service to.

by Pankaj Kamat, Principal Product Manager,
Monday, December 14, 2015 with how your company should be inviting your vendors to receive electronic payments / EFT / ACH through The easiest solution is to automatically bring in your vendors from your accounting software tools (like QuickBooks, Xero, others) and have matches appear on your homepage. Hundreds of thousands of select...

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