Expenses Done In A Snap!
In this webinar, learn how to help your clients effortlessly manage expenses!
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Fast, Easy, Accurate: Expenses Simplified
Watch Rachel Fisch and Max Whiteley of Dext show how Dext Expenses can effortlessly transform and automate expense management for both you and your clients.
They show you how to not only master expense tracking but also unlock Dext’s powerful features to streamline your entire workflow.
Here’s the webinar agenda:
- Introduction
- Why Use Dext Expenses: Compare the time-consuming manual processes with the instant, automated features of Dext
- How Dext caters for different clients' needs as well as your own: They look at three examples to demonstrate how Dext Expenses caters to the different needs of:
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- Small business owners: Track mileage, accommodation, and subsistence expenses with ease.
- Larger companies (e.g., construction): Manage multi-layer approvals, covering material purchases (COGs) and more.
- Accountants & Bookkeepers: Guide your clients to streamline financial management.
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- New Features: They run through their two new expense features - expense approvals and mileage tracking
- Live Demo: They demonstrate how Dext effortlessly handles expense management in a snap - from capturing expenses right through to approvals and publishing to your accounting software
- Q&A Session: Questions answered directly from our product and industry experts
It’s a webinar that you'll want to watch!
Meet The Hosts
Rachel Fisch, CPB
General Manager, Dext North America
Rachel is the GM in North America, and the CEO of RealtyTax.ca, a Tax and Accounting Firm focusing on Canadian Real Estate Agents and Brokers. Rachel has over 25 years of experience in bookkeeping and accounting. She previously served as National Bookkeeping Lead for Deloitte, was the Accountants Group Leader for Sage, and led growth at a US based firm, including the acquisition of two accounting firms.
Rachel is known as an accounting technology expert and advocate in North America for predicting where the market is heading. She takes a strategic approach to accounting software and applications and understands how to position their features for a global market.
Max Whiteley
Product Domain Expert, Dext
Max has a passion to change the accountancy industry and the lives of owner managed businesses across the UK.
A specialist in all things Cloud accounting, Max recently joined Dext having spent 12 years in practice helping owners spend more time ON their businesses rather than IN their businesses, using real time information and the latest tech.
Max is now a Product Domain Expert at Dext, his role is to connect and listen to accountants, sharing his expertise and knowledge of the market to help Dext continue to create game changing software.