Join TD Bank and FISPAN for a practical, CPA-focused session on eliminating manual accounting inefficiencies through embedded ERP banking. This live webinar shows how secure bank-to-ERP connectivity delivers near real-time transaction data directly into systems like NetSuite, Sage Intacct, and QuickBooks, allowing CPAs to stop manual statement uploads and reconcile transactions almost instantly. We’ll also explore embedded banking capabilities such as payment initiation from an ERP, Positive Pay workflows, and automated audit trails which give CPAs a scalable foundation for efficiency, control, and higher value advisory services.
This session is built for CPAs, CAS leaders, outsourced controllers, and accounting professionals who are responsible for day-to-day client financial operations and advisory strategy.
You’ll gain insight into:
SPEAKER
Paul Margarites
Head of Commercial Digital Platforms, TD Bank
SPEAKER
Zack Manning
SVP of Revenue, FISPAN
