Bob Scott

Bob Scott

Term Loans Added to Funding Portal

 A business term loan option for CPA firms and their clients has been added to the CPA Business Funding Portal. Current portal users can immediately offer term loans while new subscribers can do so later this week.

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Bookgel Debuts Pricing App

Bookgel has released a pricing and closing application for accountants. The company describes its product as providing “a structured process to secure new business and reprice existing clients."

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Xero Enhances Banc Rec

Xero has introduced bank reconciliation predictions. These use machine learning to predict contact and account codes for transactions that cannot be matched to invoices or bills using an organization’s bank rules, Xero’s matching logic or memorizations. 

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