by Solvaa Content Team | Sep 12, 2022 | Process Improvement, Workflow, Zapier
If your business is growing quickly then it can be tricky to deal with the increased accounting transactions you receive as a result of more sales. On the one hand, this sounds like a lovely problem to have, but if you don’t streamline your financial processes...
by Solvaa Content Team | Dec 6, 2021 | Workflow, Zapier
Running the financial aspects of businesses usually involves performing manual tasks, but if accountants and bookkeepers learn how to use Zapier then many of these can be streamlined and eliminated. We asked a few accountants and bookkeepers how they use automation to...
by Kelly Goss | Sep 22, 2020 | Pipedrive, Xero, Zapier, Zapier Demo Videos
If you use a Customer Relationship Management (CRM) app in your business, it is often a common workflow requirement to create an invoice in your accounting system once a deal or opportunity reaches a certain stage in the CRM. If an integration exists between your two...
by Kelly Goss | Sep 7, 2020 | Xero, Zapier, Zapier Demo Videos
Using Zapier to send a Slack message with a daily digest of paid Xero invoices can provide useful data which is sent to your team automatically. Knowing when invoices have been paid is business-critical information, but it can be time-consuming to check your...
by Kelly Goss | Aug 24, 2020 | Process Improvement, Xero, Zapier, Zapier Demo Videos
Learning how to automate sending an email using Zapier when a Xero invoice is paid is a really simple but useful workflow that saves time and provides great customer service. Xero is a cloud-based accounting system which includes a host of features to reduce...
