Invoicing & Payments

Spreadsheets are like duct tape, useful for almost anything, but not meant to hold a business together forever. If you’re a solo entrepreneur or part of a 2- or 3-person team, spreadsheets probably carried you through your first year. They helped you track invoices, list expenses, and make sense of cash flow. But as your […]

When you’re running a business with a handful of people, or it’s just you, it’s easy to think bookkeeping software is for “real companies.” You know, the ones with an office, a staff accountant, and a break room that smells like burnt coffee. But here’s the truth: the smaller your business, the more important it […]

If you’re a solo entrepreneur, you probably wear every hat in your business, and a few that don’t even fit. You’re the salesperson, marketer, customer service rep, and accountant (whether you like it or not).When things get busy, it’s easy to tell yourself you’ll “deal with the receipts later.” But here’s the problem: later never […]

When your company is only two people strong, the wrong software can feel like a third employee who’s constantly asking questions and never pulling its weight. You don’t need a bloated accounting system that slows you down, you need a simple way to track receipts, manage expenses, and stay tax-ready without losing your mind. Three […]

When you don’t have a finance department, or even a dedicated bookkeeper, your phone camera becomes your accountant’s best friend. For 0–5 employee businesses, receipt scanning apps can be the difference between calm and chaos. But not all scanning tools are created equal. Some simply take pictures. Others actually make your financial life easier. Here’s […]

When you’re running a small business, every expense feels personal. You know where every dollar goes because most of it came directly from your pocket. That’s why choosing the right expense management software isn’t just a technical decision, it’s a financial one. The good news? You don’t need enterprise-grade systems designed for companies with hundreds […]

For small businesses with 0–5 employees, cash flow is everything. You can’t afford to wait months for payments, and you definitely don’t have the luxury of a dedicated accounts receivable department chasing down clients. That’s why invoicing isn’t just a paperwork task, it’s the heartbeat of your business. But here’s the thing: invoicing doesn’t have […]

What do auto-pay, direct deposit and sending your friend $20 through an app all have in common? They are all examples of ACH transfers. The reality of tapping a few buttons on a computer or mobile device and transferring money almost instantaneously is relatively new, but the infrastructure used to complete these types of transactions […]

You want to take care of your business’s bookkeeping yourself. That’s great! You’re not the only one: over 64% of small business owners turn to bookkeeper software. But with so many different options out there, it can feel overwhelming to determine which accounting software is the right fit for your small business. To save time […]

If you’re a business owner waiting on payments, you’re not alone. According to a 2021 Melio survey, over 50% of entrepreneurs have gotten paid late before. With bills to pay to keep your small business afloat, chasing down payments is stressful. Encourage on-time payments by adopting Net 30 terms. This period gives clients a reasonable […]