Controlling Budget Spending and Automating Approvals Through Procurify & QuickBooks

On-demand webinar // 1 hr

Having managed over $7.1B of combined spend and working with hundreds of scaling organizations around the world who use QuickBooks as their main accounting system, we have learned many things as a fintech company from our customers and partners.

In this webinar, CPA Alicia Williams (Controller at Charitable Impact), shares her knowledge on what finance leaders do wrong when it comes to controlling budgets and purchases within organizations, including the red flags to look for, and how to scale your finance operations efficiently through a well-rounded tech stack. You’ll learn:

  • When it’s time to scale your purchasing and spend tracking process beyond spreadsheets, excel and paper, and how to do it
  • How to implement the right budgeting strategy for your company size and stage, and change management strategies to help your employees be compliant with your approval processes
  • How Procurify’s ridiculously-easy-to-use desktop and mobile solutions works in conjunction with QuickBooks

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Featured speakers

Alicia Williams, CPA

Controller at Charitable Impact (Chimp)

Alicia is the Controller at Charitable Impact (Chimp), a platform that helps people find and give to their favourite charities from one place. She is a Chartered Professional Accountant and Lawyer with CFO experience, and a results-driven executive with over 10 years of experience executing accounting, IT, and legal business strategies and projects. Entrepreneurial, with a passion for working in ambiguous environments and solving complex problems, she is looking forward to sharing her learnings with the audience.

Robert van Hage

Technology Consultant, Procurify

Robert is an Account Executive at Procurify, a solution that helps growing organizations manage their spending by providing robust budget controls and approval workflows. Robert has worked and consulted for fast-growing companies in the U.S, Canada, and Europe in helping them implement a better way to manage their purchases. Procurify plays well with many accounting systems, including QuickBooks, and major ERPs.