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Expensifyandzenefits

STREAMLINE WORKFLOW PROCESSES IN THE CLOUD: LEVERAGING EXPENSIFY AND ZENEFITS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 22, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

HR and expense management are fundamental processes for any business, but without the proper tools, they can become burdensome onboarding tasks for admins and employees alike.

Join Zenefits and Expensify as they walk you through the perfect HR and expense management setup for your clients’ current and new employees. This webinar will highlight best practices on streamlining your client’s workflow, and even show you how these two apps connect with your client’s favorite cloud accounting integrations such as QuickBooks and Xero. We’ll have time at the end for a Q&A session, so come prepared with any questions you may have!

Learning Objectives

  • Learn how automating repetitive, low value tasks with cloud-based apps can help save your clients’ time and money in the long run.

  • Learn how to eliminate thousands of hours of paperwork and scale your business with Zenefits.

  • Learn how to manage and increase insight into employee spend with Expensify.

  • Learn how to share data from your Zenefits-Expensify workflow with your favorite accounting package, such as QuickBooks or Xero.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Matt Donaldson

Expensify, Inc.
Head of Approved! Program at Expensify
[email protected]
(800) 745-9064

Expensifylogo

As Head of the ExpensifyApproved! Accountants Program, Matt Donaldson works exclusively with accountants and CPAs. He is a certified QuickBooks ProAdvisor and integrations expert, and loves helping accountants solve the problem of expense reports that suck!

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Matt Plank

Zenefits
Director of Strategic Partnerships
[email protected]
(916) 532-7860

Zenefits

As Director of Strategic Partnerships, Matt Plank works with Accountants and CPAs to help them leverage the Zenefits platform and deliver more value to their clients. He’s been with Zenefits for 3 years and is focused on helping forward thinking Accountants and CPAs differentiate themselves amongst their peers.

About Our Presenter

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Founded in 2008, Expensify has become the global innovation leader in automated expense management. With offices in the United States, United Kingdom, and Australia, Expensify serves more than 100,000 businesses around the world. Alongside integrations with all major accounting softwares, Expensify offers the industry’s best receipt capture technology, automated credit card reconciliation, and a best-in-breed mobile experience. Expensify was recently included on the first-ever Forbes list of the world’s top 100 Cloud companies.