Title: Unlock Greater Client Insights and Gain Efficiency with Divvy
Date/Time: November 17, 2022 | 11:00 am PT
Description: Are you spending hours reconciling client transactions and closing their books each month? Traditional expense management is time consuming, inefficient, and fragmented. Your clients don't get real-time visibility into cash flows, have trouble sticking to a budget, and can't do proactive planning.
Learning Objectives:
- Discover the elements of Spend Management automation: Corporate cards, software and accounting-platform integrations
- Learn to leverage the Divvy platform to grow your advisory offering; provide actionable insights surrounding cash flow , budgets, forecasts and business performance
- Uncover efficiencies and savings for your firm and for clients through streamlined internal processes, reduced software spend and freeing up employee time
