From Tedious to Effortless: Automating Bank Reconciliation | The Accountants' Mastermind

Описание: If bank reconciliation still eats up hours each month, this session will show you how to change that.

Emma James and Stuart Chapman from WithOtto joined Simon Chaplin to share practical ways to automate your bank recs using the tools you already have and how Otto takes it one step further.

WithOtto Special Offer for The Accountants' Mastermind Community:

50% off your first three months (after the one month trial).

The link to the offer is:
https://go.withotto.app/from-tedious-...

Watch to discover:
✅ Simple steps to automate your reconciliation process
✅ How to use bank rules, receipt capture and auto publish to save time
✅ How automation improves accuracy, consistency and job satisfaction
✅ What WithOtto adds to make reconciliation truly effortless

By the end, you’ll know how to make one of the most repetitive bookkeeping jobs faster, cleaner and far less painful and save money at the same time.

𝗙𝗿𝗲𝗲 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 𝗳𝗼𝗿 𝗨𝗞 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀

Get your hands on our most popular tools and guides designed to save time, win more business, and make practice life easier…

✅ 21 Savvy Software Tips for Accountants
✅ 15 Recruitment Ideas You Might Not Be Using
✅ From Awkward to Awesome – your ultimate referral guide

𝗗𝗼𝘄𝗻𝗹𝗼𝗮𝗱 𝗬𝗼𝘂𝗿 𝗙𝗿𝗲𝗲 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 𝗛𝗲𝗿𝗲…
https://theaccountantsmastermind.com/...

𝗝𝗼𝗶𝗻 𝗢𝘂𝗿 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗳𝗼𝗿 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗲 𝗢𝘄𝗻𝗲𝗿𝘀

𝗙𝗮𝗰𝗲𝗯𝗼𝗼𝗸 𝗚𝗿𝗼𝘂𝗽
Connect with other UK accountants in practice. Share questions, ideas, and wins plus get regular tips and support…
  / accountantsmg  

𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗪𝗵𝗮𝘁𝘀𝗔𝗽𝗽 𝗚𝗿𝗼𝘂𝗽
For instant support, accountability, and early event updates…
https://chat.whatsapp.com/G6yZqMmfl7J...

𝗪𝗵𝗮𝘁’𝘀 𝗢𝗻 – 𝗨𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗘𝘃𝗲𝗻𝘁𝘀
See what’s coming up and book your place at our upcoming webinars and live events…
https://theaccountantsmastermind.com/...

𝗠𝗮𝘀𝘁𝗲𝗿𝗺𝗶𝗻𝗱 𝗚𝗿𝗼𝘂𝗽𝘀 𝗳𝗼𝗿 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀
Discover how our mastermind groups support ambitious accountants and bookkeepers all across the UK…
https://theaccountantsmastermind.com/...

𝗪𝗵𝘆 𝗦𝗵𝗼𝘂𝗹𝗱 𝗬𝗼𝘂 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲?
We are committed to sharing fresh videos with world-class speakers, software walkthroughs, and ideas to help you run a better, happier practice.

Don’t miss out on being the first to watch the videos – 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝗻𝗼𝘄.
   / @theaccountantsmastermind  

𝗘𝘃𝗲𝗻 𝗠𝗼𝗿𝗲 𝗳𝗿𝗼𝗺 𝗦𝗶𝗺𝗼𝗻 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆
Honest, practical advice and real stories from life in practice from those who’ve been there….
https://theaccountantsmastermind.com/...

𝗪𝗵𝗼 𝗪𝗲 𝗔𝗿𝗲
We inspire, challenge and support accountants and their teams to build thriving, rewarding practices. If you’re looking for help with your team, your clients, or just want more time back, you’re in the right place.

𝗚𝗲𝘁 𝗶𝗻 𝗧𝗼𝘂𝗰𝗵
Want to talk about your biggest challenge? Book a no obligation call…
https://theaccountantsmastermind.com/...

Or reach us directly…
✉️ [email protected]
🔗 Simon Chaplin on LinkedIn:   / simondchaplin  
🔗 Mark Swindale on LinkedIn:   / markswindale