Building a connected firm: Moving from fragmented tools to end-to-end workflows

Clients expect bookkeeping, spend management and payments to work together — yet most firms still operate with disconnected systems. This session unpacks how practices are redesigning their internal processes to create smoother, faster, more predictable client workflows. From unified data entry to clearer approval paths and cleaner handovers, learn how connected operations improve margins, reduce stress, and create a more modern client experience.