Build Your Finance “Control Tower”
As your business grows, so does the pressure on your finance systems, from AR and AP to reporting and the workflows that tie it all together.
That’s why experts from ApprovalMax, Joiin, and Method came together for a live session on Wednesday, August 20 at 12 p.m. ET to share how to create your own “Control Tower”, a joined-up system that gives you full visibility and control across finance and operations.
Real client stories were shared, the tools that helped them scale, and questions answered about automation and workflows in real time.
Watch On-Demand
In the session, you’ll learn:
- The AP workflow framework high-growth teams use to stay in control of liabilities
- How to automate AR to speed up collections and avoid chasing clients
- Ways to consolidate financial reporting for a clear view of cash flow
- Real-life examples from growing businesses
Meet the speakers
Helina Patience – Head of Accounting, ApprovalMax
Helina Patience is a CPA, CMA with over fifteen years of experience in Finance & HR within multinational companies, across many industries. She is a QuickBooks Elite Level ProAdvisor and a Silver Level Xero Advisor.
Harry Symons – Head of Customer Success, Joiin
Harry is Head of Customer Success at Joiin, where he works closely with their customers to ensure they get real value from the platform. Harry brings a deep understanding of single and multi-entity reporting challenges and is passionate about helping finance teams streamline their reporting with Joiin.
Matas Pranckevicius – Content Lead, Method CRM
Your host for this session, Matas has a decade of experience working at the intersection of sales, marketing, and finance
