In this webinar, Business Development Manager Taylor from AccountsIQ explores how finance teams can automate manual processes, reduce reliance on spreadsheets and eliminate the “finance headaches” caused by legacy or entry-level accounting software. You’ll get an overview of where AccountsIQ fits in the market between small-business tools like Sage 50, Xero and QuickBooks and complex ERP systems such as NetSuite, SAP and Oracle, and why it was built specifically as a true mid-market, fully cloud accounting solution. Taylor explains how the platform supports digital transformation in finance, particularly for growing organisations, multi-entity groups and sectors such as financial services, charities, hospitality, recruitment and tech.

The session walks through AccountsIQ’s core capabilities for automating day-to-day finance work. You’ll see how the three-tier chart of accounts and flexible analysis structure (dimensions and BI codes) make it easier to slice and dice data without exporting to Excel. Taylor demonstrates journal automation for accruals, prepayments and deferred revenue, and shows how the AP inbox, OCR and workflow tools streamline the entire procure-to-pay cycle — from purchase orders and approvals, through invoice capture and matching, to bulk supplier payments and automated remittances. You’ll also see how bank feeds and auto-reconciliation rules reduce repetitive posting, and how the fixed asset register and automated depreciation help bring more processes inside the finance system.

Reporting and consolidation are another major focus of the webinar. Taylor shows how finance teams can produce rich management reports in a few clicks using more than 250 standard reports, including P&L, balance sheet and trial balance with comparative columns for budget, reforecast, prior year and variance. You’ll learn how to run mini P&Ls by department, region, project or product using BI codes; how to export data to Excel or Power BI while keeping live links to AccountsIQ; and how to email reports directly to non-finance stakeholders. For groups, the webinar covers multi-currency consolidation, ownership percentages, shared exchange rate tables and the ability to drill down from group-level reports to underlying entity transactions without leaving the consolidation layer.

Finally, the webinar outlines AccountsIQ’s implementation and support model and previews the new user interface and embedded BI dashboards. Taylor explains the typical 4–6 week onboarding process led by a senior implementer with sector experience, access to the online academy, and the “hand-holding” support phase after go-live. You’ll see how the new UI simplifies navigation with favourites and module shortcuts, and how the upcoming dashboards will give CEOs, CFOs and non-finance leaders instant visual insight into P&L, working capital, AP, sales and non-financial KPIs — all powered by a single cloud accounting platform designed to grow with your organisation.

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