Finance in the Clouds

Throughout this mini series about OCR (Optical Character Recognition) technology, we explored the challenges faced by businesses that process invoices in a traditional manner, the birth of OCR technology, its evolution, and its limitless possibilities. In this final installment, join us as we unravel its potential to streamline and automate invoice processing. 

Our guests, Dennis van der Graaf, Product Manager, and Justyna Bielak, Product Owner, share their expertise on this cutting-edge technology and how it will shape the future of invoice scanning. 

Tune in to discover the true potential of OCR invoice scanning and how your business can gain a competitive edge by leveraging this innovative technology. 

In this episode, we delve deeper into OCR invoice scanning and how it can benefit your business. We’re joined by Maxime Vermeir, Senior Director for technology marketing at ABBYY, a leading provider of intelligent document processing solutions.

Maxime shares how Artificial Intelligence, machine learning, intelligent document processing, and OCR invoice scanning work together to automate your invoice processing.  He also gives insight into how these technologies work together to improve efficiency, reduce errors, and save businesses time.

Whether you're a small business owner or a large enterprise, this episode is packed with valuable information you won't want to miss.

Curious about OCR invoice scanning and how it can revolutionize your accounts payable process? 

Join us in our latest podcast episode as we delve into the intricacies of this cutting-edge technology with Justyna and Dennis from our Product Management team. From demystifying OCR invoice processing to showcasing how it harnesses the power of artificial intelligence, we'll explore why it's a game-changing solution for your AP team.

Get ready for our exciting new mini-series on OCR technology and invoice scanning, starting with this episode! Don't miss out on optimizing your AP workflow with OCR invoice scanning. 

You may have already decided to transition to an Enterprise Resourse Planning system (ERP), but the success of the adoption relies heavily on creating a strong foundation. 

The question is, how can you ensure that?

We discuss this in the latest episode of our Finance in the Clouds podcast. Tyler Santos, VP of Engineering, and Joseph Scavotto, Senior Director of Solution Consulting, Of Zone & Co, share invaluable insights on how to set up a solid foundation for your ERP implementation and pave the way for a fully automated future.

You'll gain a deep understanding of what a strong foundation looks like, where to start building it, and how to take the first steps toward successful adoption of an ERP system at your company. 

Let’s talk about one of the most important decisions business owners face:

When is the right time to transition to an ERP?

In today's episode of Finance in the Clouds podcast, we are joined by Joe Scavotto, Senior Director of Solution Consulting, and Tyler Santos, VP of Engineering, both from Zone, to discuss:

The factors that can help you determine whether an ERP system is the right choice for your business. How to know when the time is right to make the switch? The potential risks of transitioning too early or too late, and how to avoid them

By the end of this episode, you'll better understand what to look for and how to make an informed decision.

In our previous two episodes, we talked about the basics of sales tax, tax law complexity, and the importance of compliance. We also heard directly from a customer about their experience in dealing with these ever-evolving changes. 

In this episode, we welcome back our special guests George Padilha, Senior Strategic Alliance Manager, and Sam Blass, Sales Executive from Avalara, to talk about the tax hurdles faced by finance teams at fast-growing companies and more importantly, how technology can help them remove the stressors and limitations and assist with ensuring the business is always compliant. 

George and Sam shed light on possible solutions for the sales tax compliance burden and tell you more about how Avalara's powerful cloud-based tax compliance solution can make navigating the sales tax waters a breeze. 

In our last episode, we talked with our partners from Avalara about the basics of sales tax compliance and why it's crucial for businesses. We're taking it a step further in today's episode and sharing a story from one of our ZoneBilling customers, Nichole Peterson from Chatmeter.

Nichole shares her company's journey to becoming and staying compliant with ever-changing sales tax regulations. From identifying the need for process efficiencies to finding a solution that worked for them, she gives a clear picture of the struggles and triumphs along the way. Plus, we also explore the idea of a world without worrying about sales tax. Hmm, is it a dream or a reality? Let’s find out together!

P.S. Be sure to catch the final episode in this 3-part series on sales tax complexity and compliance, which will air on February 17. In this episode, you'll hear about what it is like to have seamless tax compliance and how technology can simplify the entire process. It's gonna be a good one. Stay tuned!

With constant changes in tax laws staying compliant can be a difficult task. So let's talk about it! 💪 In this first episode of a three-part series, we'll kick off a deep dive into the complexities of sales tax with the help of the experts at Avalara!

From the importance of compliance, law complexity, constant changes, and ways to manage it all in an easier way—we cover it all.  So tune in to learn from the best in business on navigating the ever-changing world of sales tax compliance. 🎧💡

P.S. - Set yourself a reminder to listen to the next episodes in this series to hear some real-life examples of dealing with tax compliance and how technology can help make it a breeze.

Integrating your business with an ERP can be a daunting task. How you prepare and approach your implementation can make all the difference. Join host Jake Jones and guests Jan Snyers and Micky Agyeman as they discuss some potential roles you could hire to help with your NetSuite implementation.

We’ve spent the last few episodes of Finance in the Clouds talking about the complexities of the payment process as well as hearing real-life experiences dealing with some of the pressure points. In today's episode, host Jake Jones and guest Janna Herman talk about how automation can free up your team from the tension of payment reconciliation. 

We at Zone & Co talk a lot about the long-ranging problems that inefficient payment reconciliation causes. But what does it look like in real life?
 
According to the latest Finance in the Clouds episode, it’s like throwing a wrench into a complicated machine…then watching it slowly break down.
 
Not a pretty sight!
 
Listen in to this week's podcast as Sam Burkmon, Zone & Co’s Vice President of Brand, joins host Jake Jones to talk about his real-life payments process experiences and answer questions like:

What if payment reconciliation can’t keep up with an increase in transactions? 
What happens when there isn’t enough information to make informed decisions? 
What are the red flags that your usual methods aren’t working any more?

It’s all part of our continuing look at why upgrading your payment reconciliation process is so crucial to financial success. 
 
Happy listening!

Welcome to a special episode of Finance in the Clouds. Join host, Jake Jones as he shares some gratitude for our customers, partners, employees, listeners and guests. As well as discuss a schedule change for the podcast.

No one ever says “The world will be less complicated tomorrow.”
 
Certainly not in the world of finance.

And definitely not when it comes to payment reconciliation.
 
In today's fast-paced world, more sales means more profits...but they can also mean transactions, more parties, more payment methods, more accounting backlog, more deadlines. No wonder finance teams often view payment processings the same way Hercules viewed the Hydra: finish one task and two more grow in its place!
 
It’s enough to make any finance department want to call it quits. But don’t give up hope just yet.

In the latest episode of Zone and Co’s podcast Finance in the Clouds, host Jake Jones talks with Stephen Murray, Managing Director at Scarecrow and Michael Burstein, Product Manager at Zone and Co, about the latest complexities of the payment reconciliation process, and what companies–large and small–can do about it. 

Are multiple payment gateways the answer–or do they just cause more problems? How can you provide great customer service and simplified payment options without bogging down your accounting department?

To learn more visit zoneandco.com

It’s a basic fact that efficient financial processes are essential to a company’s growth. And regardless of industry there are more similarities than differences to financial management methods. But if that’s the case, then how can a company break away from the herd and really maximize financial efficiency?

The answer might lie in automation. The future of financial technology could depend on automation to standardize and organize laborious processes so that finance professionals can concentrate better on building strategic partnerships and identifying future opportunities. But while automation in the world of finance might be inevitable, will the benefits always outweigh the drawbacks?

In the latest episode of Zone & Co’s podcast, host Jake Jones and guests Joe Scavotto and Tyler Santos discuss automation of financial technology and how an ERP like NetSuite can enable better solutions for accounting, billing, risk management, compliance–and more. 

Some of the issues discussed are: 
🔄 Is financial automation reliable enough?
🤔 How can companies use automation without threatening the job security of company employees? 
🏦 What financial processes can be automated in ERP?
👍 What are the features of efficient financial automation?
🔍 What’s the best way for a company to use automation for financial management? 

To learn more visit zoneandco.com

Working from home is not an entirely new concept, but it is a trend that is on the rise. More and more companies are finding creative solutions to let their employees work from anywhere and Finance is no exception.

Join host, Jake Jones and guest, Nick Cordon as they talk about work from home positions in finance and what it's like to work from home. 

Finance in the Clouds now posts bi-weekly on Fridays.  If you enjoyed today's conversation be sure to subscribe to Finance in the Clouds on Spotify, Apple Podcast, Google Podcast, Amazon Music or watch us on YouTube on the Zone and Co Channel.

To learn more visit zoneandco.com

Twice a year NetSuite launches updates for its users. In this insightful chat host Jake Jones, Elise Telechan, our Director of NetSuite Delivery in the US, and Lisa Foote, our NetSuite Optimization Consultant guide you through some of the big, important changes you need to know about.

One of the biggest hurdles to overcome when you’re moving your business to an ERP or any new financial system is making sure your data is ready for the migration. Host, Jake Jones is joined on this episode by some data migration experts, Hamza Zia and Keith Goldschmidt to discuss how you can better prepare your business’s data. 

As more and more companies are turning to digital solutions for its data management and storage, how a company protects their data is more important than ever. In this episode, guests Martin KalKuhl from Alta Via and Julia Khan from Zone and Co talk all about the importance of data protection.

The approvals process is an important but often a time-consuming and error-prone task. Time spent tracking down who approved what means less time spent on your business. Which can limit your business’s growth. Host, Jake Jones and guests, Alex Ellis, Jacob Ross, and Tereza Yondemli discuss the approval process, what it’s really like, what solutions are out there, and how the approval process can bottleneck your business’s growth.

Electronic Invoicing or E-Invoicing is slowly but surely taking over the world of finance. Join host, Jake Jones and guests, Dennis van der Graaf, Justyna Bielak, and Sammy Guirguis as they discuss what E-invoicing is and how to prepare your business to use it.