Invoice and Bill Management

Have a trusted accounting pro manage your invoice collections and bills payout, and reconcile with your bank records.

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Let Us Take Care of Your Accounts Payable and Accounts Receivable Hassles

Connect your systems

Connect your commerce, banking, and invoicing systems so we can produce a draft financial book.

Answer a few questions

Answer a few questions so we get to understand better about your AR and AP operational needs.

Get your AR and AP taken cares of along with your book.

Let trusted accounting pros take care of your invoice collection and bill pays, so you can focus on growth.

Invoice and AR management

Invoice creation and AR management

Create invoices in your invoice management system; matching customer payment to your invoices; and reconcile during monthly book review.

Bill and AP management

Bill creation, payout management, and reconciliation

Create bills in your bill management system. Manage payout from your bank. Reconcile your bill payout with outstanding bills in your book during monthly book review.

FAQ

Frequently Asked Questions

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Blog

Perspectives from Thought Leaders

Tips for Balancing DTC and B2B Retail for CPG Companies

The consumer packaged goods industry is experiencing unprecedented transformation. Over the past few years, we've witnessed a remarkable phenomenon: established CPG companies executing multiple strategic pivots as they navigate through increasingly complex market dynamics. The challenges are manifold – from persistent labor shortages and supply chain disruptions to escalating material costs and volatile carrier relationships. Add to this the growing complexity of last-mile delivery costs, and it becomes clear why success in today's CPG landscape requires a sophisticated approach to channel strategy.

Streamlining Your Financial Toolkit: A Comprehensive Guide for Early-Stage CPG Brands

Navigating the financial landscape as an early-stage Consumer Packaged Goods (CPG) brand can be daunting. With limited resources and the need for rapid growth, founders often struggle to find the right financial tools that are both effective and affordable. In a recent webinar hosted by Naturally New York, Alice Zhang, co-founder and CEO of MyPocketCFO, shared invaluable insights on how startups can streamline their financial operations without breaking the bank.

6 Critical Financial Challenges CPG Founders Must Overcome (and How to Solve Them)

The CPG industry is a whirlwind of excitement and challenges. You're passionate about your product, driven by your vision, and constantly innovating. But amidst the thrill of launching new products and securing retail partnerships, there's a critical element that can make or break your success: mastering your CPG finances. Long cash conversion cycles, fluctuating raw material costs, retailer payment terms, and the constant need to reinvest in inventory can feel like walking a financial tightrope. This isn't just about bookkeeping; it's about building a solid financial foundation that can support sustainable growth.