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

Can AI Really Handle Your Books? Insights from a CPG Finance Expert

In a recent Foodbevy Startup to Scale podcast episode, host Jordan Buckner sat down with our CEO Alice Zhang [https://www.linkedin.com/in/alicezhang] to discuss a question many founders are asking: Can AI handle your bookkeeping? [https://www.foodbevy.com/192-can-ai-be-your-bookkeeper/] The conversation offered practical insights into what's possible today and what's coming tomorrow.

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.