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Credit Card Merchant Services: What to Look for (and What Most Businesses Miss)

Stax

Pros: Simple on the surface Often pitched as a competitive rate to lure in small businesses Cons: Opaque and difficult to audit Hidden fees and arbitrary categorization Often more expensive over time Subscription Subscription pricing uses the interchange plus model, but instead of marking up each transaction, you pay a flat monthly fee.

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The Ultimate Guide to Salesforce Payments

EBizCharge

Salesforce, a popular customer relationship management (CRM) solution, allows businesses to manage customer data, sales, operations, and finances within a single, cloud-based system, eliminating the need for disconnected systems. What is Salesforce?

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Integrating NetSuite ERP Billing Across Your Organization

EBizCharge

Finance wants accuracy and auditability. If you’re using a customer relationship management (CRM), ensure it syncs cleanly with your NetSuite ERP billing setup. Before you import anything into NetSuite, take time to audit and clean up your data. Which systems touch billing today? Where do things break down?

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NetSuite Customer Deposits: Best Practices and Setup

EBizCharge

Mishandling deposits can create issues with revenue recognition and even result in duplicate revenue entries. The goal is to build a smooth, repeatable process that makes collecting and managing deposits easy to maintain, audit-ready, and aligned with how your business operates. It also keeps your liability balances clean and accurate.

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How to Audit Bank Reconciliation?: A Complete Guide

Nanonets

Audit Bank Reconciliation Guide  Both internal and external accounting audits are essential parts of financial management as well as organizational risk management. A bank reconciliation audit is one such process that helps in identifying financial gaps or discrepancies. Looking out for a Reconciliation Software?

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Finance Must Take Control of Customer Master Data

Trade Credit & Liquidity Management

Duplicate entries: Different users create slightly different customer records. St" vs "Street") can disrupt reporting, segmentation, and synchronization with billing or CRM tools. All critical data used for invoicing, reporting, and collections should be accurate and complete here first, not just in the CRM or spreadsheets.

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Maximizing Efficiency in Financial Statement Preparation with Automation

FloQast

For example, grocery technology company Instacart moved from using Google Sheet checklists for month-end Close to an automated system that provided a complete audit trail of changes. The traditional method also has a lot of paper documentation to use as an audit trail. And the audit trail is also attached and quickly recovered.