Unstructured traditional accounting systems, overflowing documents and working on outdated multiple spreadsheets are serious roadblocks that can stunt your client’s business growth and success. Therefore, what you need is Moolahmore—a modern and automated cash flow tool that contains one of the essential features an accounting and financial management solution should have: Integration functionality.
Here’s everything you need to know about the wonders you can get when using Moolahmore’s integration with popular accounting software (Xero, Quickbooks and MYOB) to help streamline your workflow and maintain a high level of excellent client service! Keep on reading.
Benefits You Can Reap With Moolahmore Cash Flow App’s Integration Feature For Your Accounting Practice
Reduce Manual Data Entry
With the many accounting tasks you handle daily and repeatedly, manually entering data from one system to another is extremely inconvenient, laborious and a waste of time.
Thankfully, with Moolahmore’s seamless integration feature- entering and moving data from accounting systems is as easy as 123. This, in turn, enables you to complete your deliverables faster and with greater accuracy and allows you to focus on more crucial tasks, such as giving your clients comprehensive reports and generating the best recommendations for them.
Using the Moolahmore app is indeed an excellent way to improve your efficiency and ensure a better clientele experience.
Eliminate Chance For Errors
As mentioned, you don’t need to input data when using Moolahmore manually. That allows you to also prevent costly mistakes (e.g. wrong input and duplicate entries) often due to oversight. With this cash flow tool’s automatic and smooth integration capability, rest assured that the data you’re working on is correct and always up-to-date.
That said, if you’re looking for a reliable and accurate way of managing the financial records of your business owners’ clients—Moolahmore is the way to go!
Complete & Real-Time Visibility: Easier Analysis & Efficient Reporting
One of the many advantages of leveraging Moolahmore’s multiple accounting software integration feature is that it allows you to automatically import all financial transactions, granting you its unified, complete and real-time visibility.
With that, it will be easier for you to analyse the state and health of your client’s finances and spot if there are any outstanding or overdue items.
Knowing the entirety of the data at any given time also enables you to run accurate forecasts and generate efficient reports that can guide your clients to brilliant and data-driven decision-making. Thus, you can download the reports at lightning speed in either of these formats (PDF or CSV).
No Hassle: Update Data Automatically
Do you want to keep your SME accounting practice productive even on the go? Then, you’re in for some good news!
Moolahmore is secured and mobile-enabled and has seamless integration capability, which empowers you to monitor your accounting reports and make necessary updates without hassle. You can do it anytime, anywhere, or wherever you choose, and it’s safe!
Using a cash flow management and forecasting tool Moolahmore that offers multiple accounting integration, not only simplifies your repetitive accounting duties but also ensures that all of your clients’ financial records are up-to-date and accurate. Hence, it can also help you provide meaningful and timely advice to your clients. Thanks for reading!
Level up your accounting practice with powerful integrations and intelligent automation for a better client experience! Achieve that with Moolahmore. Schedule a demo today!