Leapfin | Accounting Automation Software
Leapfin | Accounting Automation Software
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How to Budget for Better Accounting in 2025 With Help Scout CFO Shawna Fisher
Your 2025 budgeting window is almost closed. But not yet. This is the moment to address the underlying issue that slows down every close, obscures revenue insights, makes audits painful, and crushes your team. It’s your data.
You can budget for headcount again, and challenge your team to do better Excel management - again. But before you roll out that same playbook, hear how Shawna plans her budget differently to enhance capacity, accelerate monthly close, and empower Accounting to be more strategic.
Watch now to learn:
- Why your accounting data is the problem, not your workflow
- How CFOs and Controllers can collaborate to budget for better outcomes
- How Help Scout uses Leapfin to find and fix revenue inconsistencies, stay audit-ready, and answer hard business questions
- Bonus: A critical tip if you're considering investing in AI for accounting
Переглядів: 9

Відео

How SeatGeek Future-Proofed Accounting to Support Massive Pro Sports Partnerships | Undisclosed
Переглядів 214 днів тому
If an Accounting and Finance Hall of Fame ever gets built, Karan Chhatpar and his team will be in it, creepy wax figures and all. SeatGeek is running an incredible playbook that helps them stay agile, pliable, and accounting-ready to handle the speed and scale of professional sports ticketing transactions. No trick plays here - they built a stacked roster of cross-functional problem solvers and...
What's New in Leapfin: Accounting Rules, Advanced Reporting, and New UI | April 2024
Переглядів 2521 день тому
What's New in Leapfin: Accounting Rules, Advanced Reporting, and New UI | April 2024
What's New in Leapfin: Sandbox, Rules Testing, and Access Control | September 2024
Переглядів 5021 день тому
Leapfin’s sandbox is a secure, virtual environment that allows finance teams to safely test and modify their accounting and enrichment rules. It’s seamlessly integrated into your existing Leapfin experience, letting you toggle between sandbox and production environments without the hassle of maintaining two separate instances. Here’s how the sandbox will improve your rule-building process and c...
Meet Luca, An AI Data Reporting Agent For Accountants
Переглядів 3621 день тому
Named after Luca Pacioli, the inventor of double-entry accounting, Leapfin's AI agent is your new revenue data reporting copilot! Luca is trained on Leapfin’s Connected Accounting Ledger and architecture to deliver any kind of financial report for you, and can help refine reports as you chat with it. Gone are the days of having to learn SQL to create reports. Watch now to learn: - How to use Lu...
How to Reconcile Billing and Payments in Stripe | Cracking the Code Series
Переглядів 1621 день тому
Matching Stripe subscription billing invoices to their payments and, ultimately, to the money in your bank can be a frustrating challenge. It requires multiple tedious steps: extract data from Stripe, connect payments to invoices, account for any adjustments, credits, or refunds, and link them to the corresponding payouts received. It also requires a strong understanding of how the data is orga...
Best Practices for Reconciling Credits with Stripe Data | Cracking the Code Series
Переглядів 1921 день тому
Reconciling credits is arguably the most complicated revenue accounting challenge subscription businesses face. Each credit type needs its own treatment. And there’s a wide variety of types: prorated services, mid-cycle downgrades, early cancellations - oh yeah, and your customer support team might adjust a customer’s credit balance for any number of reasons. Yes, credit data is accessible in S...
Own the Data, Own the Story: The New Accounting Narrative | Undisclosed
28 днів тому
Featuring Ramp Senior Controller, Edwine Alphonse. The Accounting profession is facing some challenges. You've heard the stories. Operators are unhappy. Many feel Accounting needs to be more strategic. It’s causing an exodus from the field. But Edwine Alphonse, Sr. Controller at Ramp, sees reasons for optimism. Having built successful Accounting teams and operations at multiple fast-paced organ...
A Spectacularly Bad Job: How the Industry is Failing Future Accounting Leaders | Undisclosed
Переглядів 428 днів тому
Featuring Clio's VP Finance, Alex MacGillivray. Alex MacGillivray wishes he’d known a couple things before he became a first-time VP of Finance. Now in his new role at Clio, the unicorn legal tech company that recently closed a record-breaking $900M round, Alex shares why the industry is failing accounting operators pursuing leadership roles. Watch this 15-min talk now to learn: - The two most ...
How to Balance Strategy & Execution | Women in Accounting & Finance - SaaS Startup Edition
Переглядів 3328 днів тому
Featuring finance and accounting leaders from Anrok, PartsTech, and Interwell Health. As hands-on operators at high-growth SaaS startups, Selina, Jayme, and Lara share a common challenge: they have to live deep in the details, but also see the forest for the trees. Something else they share? They’re each amazing women leaders who have successfully navigated their career and personal growth. Wat...
3 Problems Stripe Creates for Accountants and Revenue Recognition
Переглядів 913 місяці тому
When it comes to payment processing, Stripe is great. It’s what it was built to do. But if you’re responsible for revenue reporting and month-end close, Stripe isn’t doing you any favors. Here are three reasons why Stripe slows accounting down: First, Stripe doesn’t make it easy to access and aggregate your transaction data. Payments, invoices, payout reconciliation, and others each require sep...
3 Things Subscription Businesses Gain with Accounting Automation - and 3 Big Things They Lose
Переглядів 135 місяців тому
3 Things Subscription Businesses Gain with Accounting Automation - and 3 Big Things They Lose
Building the Business Case for Accounting Automation
Переглядів 226 місяців тому
Building the Business Case for Accounting Automation
Leapfin Explainer Video | Accounting Automation
Переглядів 736 місяців тому
Leapfin Explainer Video | Accounting Automation
Best Finance Lessons I've Learned with Strava CFO Lily Yang | Women in Accounting & Finance
Переглядів 467 місяців тому
Best Finance Lessons I've Learned with Strava CFO Lily Yang | Women in Accounting & Finance
Top 3 Ways to Uplevel Your Finance Tech Stack in 2024
Переглядів 678 місяців тому
Top 3 Ways to Uplevel Your Finance Tech Stack in 2024
The State of Accounting Technology
Переглядів 208 місяців тому
The State of Accounting Technology
Excel No More: How to Bring Accounting Into the Future
Переглядів 98 місяців тому
Excel No More: How to Bring Accounting Into the Future
How Automation is Transforming Accounting | 2024
Переглядів 208 місяців тому
How Automation is Transforming Accounting | 2024
How to Be a Tech-Savvy Leader and Why It Matters | Women in Accounting & Finance | March 2024
Переглядів 188 місяців тому
How to Be a Tech-Savvy Leader and Why It Matters | Women in Accounting & Finance | March 2024
How to Overcome Challenges & Skyrocket Your Career | Women in Accounting & Finance | December 2023
Переглядів 118 місяців тому
How to Overcome Challenges & Skyrocket Your Career | Women in Accounting & Finance | December 2023
Leapfin Product Tour | Accounting Automation | 2024
Переглядів 438 місяців тому
Leapfin Product Tour | Accounting Automation | 2024