Blog
Insights for finance leaders
Practical thinking on running purchasing, payments, cash and the books as one system.
Accounting
Signs you've outgrown your accounting software
Ten signs a growing business has outgrown its accounting software, the difference between accounting software and an ERP, what to look for in the next system and how to plan the switch.
October 30, 20267 min readRead
Accounts Payable
Invoice reconciliation: how to reconcile supplier invoices, step by step
What invoice reconciliation is, how to reconcile supplier invoices against orders, receipts, payments and supplier statements, the differences you'll find, and how to automate it, with a worked example.
October 27, 20267 min readRead
Payments
Transaction context: what should travel with every B2B payment
What transaction context is, the details that should travel with every B2B payment, where they get lost, and how keeping them attached simplifies payment reconciliation and the audit trail.
October 26, 20266 min readRead
Accounts Receivable
The accounts receivable aging report, explained
What an accounts receivable aging report shows, how to prepare and read one, what to do with each aging bucket and why CFOs watch it, with a worked month-end example.
October 26, 20267 min readRead
Accounting
The accounting cycle, step by step
The accounting cycle in eight steps, from recording transactions to closing the books, with one worked example that balances at every stage and how it connects to the month-end close.
October 22, 20267 min readRead
Accounting
Journal entry examples: how to record common transactions
Six journal entry examples with debits and credits: customer invoices and payments, supplier bills, a foreign-currency payment with fees, depreciation and year-end, plus how to write one.
October 21, 20267 min readRead
Accounts Payable
The accounts payable process, step by step
The accounts payable process from supplier bill to payment and the books: the six steps, who does what, the controls that matter, and a worked example with exchange rate and fees.
October 21, 20267 min readRead
Accounting
The month-end close checklist, step by step
A practical month-end close checklist for finance teams: cut-off, reconciliations, adjusting entries, review and reporting, with one worked example that ties to the bank.
October 20, 20267 min readRead
Procurement
Three-way matching in accounts payable, explained
What three-way matching is, how it compares the purchase order, receipt and supplier bill before you pay, and what to do when they don't match, with a worked example.
October 20, 20266 min readRead
Accounting
Closing entries: what they are and how to record them
What closing entries are, which accounts they close, the four steps to record them, and how they differ from adjusting entries, with a worked example that balances.
October 20, 20266 min readRead
The B2B payment map · Part 1
Where B2B payments break, from purchase to close
A map of the handoffs that slow B2B payments down, from purchase order to month-end close, on both the paying and the getting-paid side, and what changes when it all runs on one system.
October 20, 20266 min readRead