Reports & White papers

Upskilling Your Staff Through Technology: How Data Builds Advisors

• Facebook
• Twitter
• Email
• LinkedIn

Nonprofit Guide to Accounting

• Facebook
• Twitter
• Email
• LinkedIn

Creating Stickiness with High Net Worth Clients

• Facebook
• Twitter
• Email
• LinkedIn

Visibility, Control & Scalability : Offering Automated AP Services for High Net Worth Clients

In this whitepaper, we discuss why you should consider AP automation today for your high-networth clients and how it can help you support your clients’ bill pay needs.

• Facebook
• Twitter
• Email
• LinkedIn

How Bill Pay Activities Add Value to High-Net-Worth Client Relationships

Become the trusted advisor that never misses a payment.

• Facebook
• Twitter
• Email
• LinkedIn

CFO Research Study

A recent CFO Research/Bill.com survey shows that the pandemic has not diminished the appetite of CEOs, CFOs and other senior finance executives for adopting finance technology.

• Facebook
• Twitter
• Email
• LinkedIn

Survey: Why SMBs Hire and Fire Accounting Firms

Find out why business professionals have hired, fired, or stopped referring accounting firms.

• Facebook
• Twitter
• Email
• LinkedIn

Essential Advice for Expanding Your Client Base

Learn more about earning new business while maintaining your current client base.

• Facebook
• Twitter
• Email
• LinkedIn