Featured Blog: PaymentSource Premium: One Place for Managing More Than Just Alcohol Invoices

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For Accounting Firms of All Sizes

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Accounts Payable and Inventory Automation Solutions
Benefiting small accounting practices and large enterprise-level firms.

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Accounting Firms

Invoice Processing Automation for Accounting Firms

Whether you serve one client or one thousand, we all share common challenges and best practices.

PaymentSource for Accounts Payable
Benefit from Free, Lite, Pro, and Premium levels.

Integrate and Eliminate Manual Time-Consuming Invoice Data Entry

Integrating with Fintech standardizes your clients' invoice data and returns it in the preferred format through a seamless integration, eliminating manual entry for goods, services, supplies, and alcohol purchases. This reduces human errors and saves up to 10 minutes per invoice on data entry.

Integrations for retail businesses
Accounting firms digitizing payments

Benefit From Three Ways to Digitize & Standardize Invoice Data

After we receive and standardize your clients’ invoice data, we populate it inside a personalized portal and send it back through an integration or daily file.

We ingest invoice data three convenient ways:

  • Directly from vendors, suppliers, and alcohol distributors through an integration
  • Through Fintech’s Invoice Builder – vendors can create and upload invoices inside our portal
  • By a scan and upload of the paper invoice

Realize Business Purchases Quickly

Fintech enables accounting firms to efficiently manage business purchases by seamlessly sending all invoice data directly to a back-office system through a single integration. This ensures timely data capture, eliminates invoice data entry delays, and simplifies business performance evaluations before finalizing period results.

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Invoice dashboard
client invoice history

Easily Access Invoice History and Insightful Reporting

Looking for client invoices? They're stored in our invoice "vault." Your clients' data is integrated into a personalized Fintech portal, offering 15 months of purchase history across vendors, suppliers, and distributors. Easily access reports, including spend by category or vendor, cost variance and top-product reports for alcohol, split case fee reporting and many more.

Automate Alcohol Invoice Payment

Whether your clients operate in a state that requires COD for alcohol purchases, offers specific terms, or both, Fintech's PaymentSource automates alcohol invoice payments, ensuring compliance with state regulations. Payments are made per the invoice due date and can be monitored inside the Fintech portal.

automated regulated invoice payments
Retailer Invoice Payment Options

Empower Your Clients with Flexible Payment Solutions for Goods, Services, and Supplies

An added convenience but not required, Fintech’s PaymentSource provides a variety of ways to pay and approve invoices for non-regulated goods, services, and supplies in one place.

In the portal, you can:

  • Schedule a check or ACH payment
  • Select invoices to autopay, invoices will be paid per the due date after approval
  • Approve invoices
  • Select invoices to auto-approve

Simplify Governance, Increase Margin Control, and Maintain Store-Level Compliance

The Fintech portal empowers accounting firms to efficiently manage multiple client locations through a master account.

Firms can effortlessly:

  • Pinpoint areas of opportunity to improve purchasing habits
  • Compare expected costs to invoice cost across alcohol purchases
  • Use purchase order to invoice matching functionality to lower exception rates, and more
Manage multiple locations

Learn more about expanding controls over governance, compliance, and reconciliation across invoice management with ReconSource® and OrderSource®.

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More for Mid-Size and Enterprise Retail Clients

Consignment selling with Scan-Based Trading
Improve your clients’ bottom line by ensuring they only pay for what they sell.
Scan-Based Trading

Eliminate Inventory Costs and Shrinkage

Introduce your clients to Scan-Based Trading (SBT) to transform their inventory management. With SBT, businesses pay only for what they sell, eradicating upfront inventory expenses, reducing excess stock, and freeing up cash for growth opportunities and customer experience improvements. This system also cuts shrinkage costs. By utilizing POS data, Fintech’s SBT fosters profitable vendor partnerships, optimizing inventory and boosting profitability. As an accounting firm, guide your clients in leveraging SBT to grow cash flow.

Adapt Rapidly to Customer Demand and Drive Sales Growth

Boost client profitability by leveraging real-time POS data insights for SKU and location. As clients only pay for items sold, they gain the flexibility to rapidly adapt to changing demand. Accurate stock level forecasts from supply chain partners allow swift adjustments—replacing underperforming products with high-demand items—while minimizing risks of stockouts or excess inventory. This strategic agility will support clients' top-line growth and enhance their overall financial success.

adapt to customer demand
retail business cost savings

Achieve Significant Cost Savings

Fintech's SBT revolutionizes inventory management for accounting firms and their clients by eliminating costs and shrinkage while streamlining labor-intensive processes. It reduces time spent on receiving, managing, forecasting inventory, and processing invoices and payments. Automated and seamless supplier payments through Fintech improve efficiency, allowing accounting firms to concentrate on driving growth and maximizing client profitability.

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