QuickBooks • Webinars

Building a Finance Control Tower – Webinar Recap

Harry Symons

Written by Harry Symons

August 27, 2025 • 2 Minute Read

    • With growing complexity and rising demands, finance leaders need more than data – they need a central view that guides decisions in real time. This is a look back at a recent panel session I joined with Helina (ApprovalMax) and Matas (Method), where we explored what it takes to build that kind of “control tower.”

    What is a control tower?

    A central view of your business that gives leaders oversight, spots issues early, and supports faster, data-driven decisions.

     

    Highlights

    • Helina shared how a client had $3m of unsent invoices. With the right process, they recovered it – quickly proof that AR issues can be fixed.
    • A fractional CFO using Joiin gained instant group visibility across 30+ entities. No more months of Excel work and cash shortfalls were caught before they escalated. “Time is still the most important thing, you can’t afford to wait months to know what’s really happening.” – Harry

     

    Practical takeaways

    • Automate AR and AP. Stop wasting time chasing invoices or re-keying bills.
    • Build your stack. Keep accounting at the core, but layer tools like Joiin and ApprovalMax for true oversight.
    • Set new rules with new clients. Change sticks faster when expectations are clear from the start.

    We also had some great audience participation, plenty of questions that pushed us as panellists. If you missed it, you can catch the recording below.

    Final thought: moving from manual fixes to integrated tools gives finance teams the confidence to act in real time.