Online
How to Diagnose Integration Gaps in Your Client's A/R Workflow
Speakers: Griffin Ortale and Carson Moore
Sponsored by: Flywire
The fastest-growing accounting clients aren't the ones with the most tools — they're the ones with the most connected ones. In this session, we'll look at why integration has quietly become the make-or-break factor in modern A/R workflows, the signals that a client's stack has stopped working together, and the role accountants and bookkeepers play in helping clients architect a finance setup that actually scales. You'll leave with a practical framework for evaluating integration fit when recommending tools to your growing clients.
Learning Objective:
After atten
ding this session, participants will be able to:
- Identify the signs a client's accounting stack is breaking down under disconnected workflows
- Understand how modern, no-IT integrations differ from legacy integration projects — and why that shift matters for your clients
- Recognize the financial and operational costs of poor integration across invoice-to-cash
- Apply a practical framework for evaluating integration fit when advising clients on new tools
CPE Credit: 1
Subject Area: Specialized Knowledge & Applications
Instructional Method: Group Internet-Based
Course Level: Basic
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers
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