Monday, June 17, 2013 - 09:10

By René Lacerte, Founder and CEO,

In the olden days, learning a second language was a sign of sophistication. Then, as our world became smaller and companies became more global, being multilingual became a business advantage. But, more and more leaders are realizing that there is one language that it is especially critical to be fluent in if your business is to have a competitive edge. It isn’t Spanish or even Mandarin. It is cash flow. Cash Flow

Being fluent in cash flow means that you know what state your finances are in at any time from any place. It means that you can predict and control your cash flow with a precision never before possible. Your finances are always updated automatically and you can even project your receivables, payables and balances out for three months. This means that you are finally able to manage your cash flow rather than having it manage you. With the ability to see potential problems ahead, to make real-time adjustments as needed (no Excel spreadsheet required) and to execute no matter where you are by scheduling your transactions in advance, you are finally free to focus on the most important thing: growing your business. And this isn’t possible if your finances aren’t automated. Cash flow fluency is simply unattainable in a manual world.

The reason is simple: a spreadsheet can never come alive the way a Cloud application can. Being in the manual world is like having a pocket dictionary as your only tool. You might be able to piece words together, but they don’t add up to an understandable phrase let alone sentence. In the manual world, you are drowning in bills, paper work, slow approvals and archaic processes. It is impossible to look ahead because you are always stuck inputting what happened in the past.

The good news is that, unlike learning a new language, becoming fluent in cash flow is as easy as downloading a cloud app. And just as Shakespeare exponentially expanded the English language, cloud computing has take the language of cash flow to new levels, bringing data to life and enabling new insights never before possible.

So, come join us in the automated world. Not only will being fluent in cash flow liberate you from mundane tasks and let you finally see your finances clearly, it will also let you see the forest instead of the trees, freeing you to make good, big decisions rather than worrying about chasing down invoice approvals.

Believe me, the language of cash flow will be music to your ears.

Friday, June 14, 2013 - 15:59

Overview (Nice improvements on the way)

We have added several feature and functionality enhancements to the Inbox, Payables and Receivables processes, Platform and Security to further improve your experience with

We have also improved the syncs with our partners and new integrations will be coming soon on the new platform.

Inbox Enhancements

To help you easily distinguish and process emails with attachments in your inbox-we have added the functionality to separate emails and attachments.

Also added is the Append Shortcut Actions List in which five most recently processed items will be listed.

Payables Enhancements

To streamline the process of paying and managing your bills, we have added updates to the procedures of bill entry, approvals and reports.

Training Enhancements

To help you get up and running faster and more efficiently, we have added Online Training.

You can also connect with other users of by joining the new Online Community where you can ask questions; share tips and best practices and understand how others are using the application.

Security Enhancements

To reduce fraud on your accounts, we have added industry gold standard 2 factor authentication in our application.

If we suspect a fraudlent activity on your account, we'll send a security code to your phone and prompt you to enter the security code in your account.

We’ll begin rolling this out in July 2013 and hope to have everyone on board by September or sooner. You can contact Support for earlier adoption.

Platform Enhancements

To help you get a complete view of all business processes at work, we have launched a new application platform powered by open APIs.

Other partners can connect with to solve your business needs of:

  • Expense reporting
  • Document scanning
  • CRM
  • Better and more accounting system integrations
  • Others

Receivables Enhancements

You can block your customers from removing their credit card/bank ID and disabling Auto Pay.

You can update your receivables preferences, so that your customers are locked into the billing agreement that they have with you.

June 2013 Product Webinar



Tuesday, June 4, 2013 - 22:57

Our recent webinar, now available for replay, gives insight on how to quickly and efficiently rake in your receivables, improving cash flow and freeing your time to build your business.  Mark Lindsay, Managing Director of Lindsay Leasing, shares their story of growing the business at double the planned rate by leveraging cloud-based technologies in the residential rental industry.

Mark and Teresa Lindsay started the business from the ground up two years ago, providing property management services for single family homes and condominiums. Their goal was to add one property per month. Business is booming; they are currently managing 50 properties!

The company follows a standard industry business model, to a point.  They market to property owners, sign listings and prepare properties for rent. Following this they procure tenants, collect rent and maintain the properties.  Of course, in order to retain customers and build the business it’s critical to pay property owners and vendors on time, keeping everyone happy.  This requirement is what motivated the Lindsay’s to find a way to differentiate their company from the competition.

At the beginning, with only a few properties to manage, it was easier to keep things running smoothly. But as the business grew the number of transaction grew exponentially. With increased volume, chances for errors and delays multiplied.  In order to continue growing the business more staff would be required, adding cost and impacting profits.  In addition, collecting rent manually meant that funds were not quickly available to pay property owners and vendors.

Lindsay could see that in order to maintain business expansion and keep everyone happy, something had to change.  Having previously worked in the high tech industry, he turned to technology to solve his business challenges. After several potential solutions were unable to meet his business needs, Mark discovered The ability to manage accounts receivable, accounts payable and cash flow from a single cloud-based platform simplified all of these processes for Lindsay Leasing. Rents are automatically debited from tenant checking accounts on the due date, eliminating multiple trips to the post office and the bank, freeing time to continue building the business. Tenants find this method convenient and easy.  And owners and vendors are ecstatic to receive payments so quickly.

To learn more about how to rake in your receivables 2-3 times faster with watch the webinar replay or view a demo.

Monday, June 3, 2013 - 13:43

By Christina Del Villar, Senior Director, Marketing

Stacey Lee

For millions of businesses trying to go paperless, the main source of pain was a 10-inch-wide slot in their front door. As long as checks, contracts, bills, tax notices and documents for signature kept coming through via paper mail, these businesses were stuck in the last century with obsolete processes that chewed up time, burned up money and tied up owners and managers with paperwork. Then Earth Class Mail came along.

If those problems sound familiar to you, this month’s “No Check” CFO not only understands your pain, she knows how to solve it. As part of the management team at Earth Class Mail, Stacey Lee helps paper-bound businesses escape the “pmail” (paper mail) trap every day.

“Our customers never have to open an envelope or handle a paper document,” Lee says. Earth Class Mail receives your pmail for you, scans it and stores PDFs of the mail you want to see. They securely store or shred all your pmail – your choice. Checks received are deposited automatically. They even accept parcels and forward them to you or your customers.

Now accountants and attorneys can take care of their clients from anywhere they have email access – even while on vacation. Internet entrepreneurs can manage their paper mail the same way they manage the rest of business – online. And all kinds of marketers can now handle inbound customer mail such as applications, survey responses and coupon redemptions without handling the paper.

So how does Earth Class protect itself from living the same paper mail nightmares they save their customers from? “We couldn’t survive if we didn’t make maximum use of cloud-based services ourselves,” says Lee.

“For instance, while we’re busy eliminating the need to open, handle and file paper documents for our customers, is eliminating those same hassles for us when it comes to accounts payable and receivable.”

The way Earth Class customers can deal with their paper mail from anywhere, lets Stacey Lee manage bill approvals and payments, invoicing and collections – even cash flow – from wherever she happens to be.

“I’ve paid the bills from Mexico and probably six different European countries,” she says. “I do a lot of my work from outside the office.”

There’s a new generation of tech-savvy business leaders using ground-breaking technology to replace time-consuming, paper-based processes everywhere in their businesses. If pmail is the only reason you haven’t joined them yet, let Earth Class Mail and set you free.

Is right for me

Learn more about Earth Class Mail.

Monday, June 3, 2013 - 13:36

By Lisa Lang, SVP Marketing

Did you hear about the Silicon Valley company where everybody gets unlimited vacation days? This isn’t a joke. They actually posted a 200% increase in growth last year, according to Fast Company magazine – confirming again that vacations make people more productive once they’ve returned. But how do you keep your business going – and growing – while people are gone?

Especially over the summer, with so many employees vacationing at once, this can be a challenge for many companies. But it’s no problem at all for a new generation of tech-savvy entrepreneurs and executives.

These “No Check” CEOs and their vacationing employees can manage their companies from wherever they go, with instant, real-time access to their business and financial data from anywhere, 24 hours a day.

Eliminating paper checks in favor of electronic payments was just the beginning. Efficient, cloud-based services have now replaced time-consuming, paper-based processes almost everywhere in their companies.

With no more paper, there’s no more need to stay where the paper was once stored – and no more need to wait for key people to come back from vacation.

With all their financial processes and documents maintained securely in the cloud, these liberated executives and managers can review contracts, approve bills, manage cash flow and make critical decisions any time, from anywhere on the planet.

And the productivity gains don’t end when school starts in September. Eliminating manual tasks frees executives for more strategic priorities every month. Mobile access to data helps managers make better decisions every day. And converting to paperless, cloud-based systems streamlines processes and creates substantial savings all year long.

All of which means you can stop worrying about losing control and impacting workflow during vacations. 
Interested in becoming a “No Check” CEO? It takes less than an hour to move your manual, paper-based business processes out of the filing cabinets and into the cloud, via services such as

Try with no risk

Thursday, May 30, 2013 - 09:49

By René Lacerte, Founder and CEO

Working remotely once meant that you had less control. Decisions were being made without you, documents were often lost or misfiled, transactions stalled or just never happened. Being remote meant you had to leave someone else—someone who may not be the best choice—in charge of mission critical tasks.  This is why many CEOs and CFOs who are still using a manual method to run their office are afraid to leave.  They don’t realize that the cloud has changed everything and that being a Remote Control CEO is actually a business advantage. I know because I am a Remote Control CEO, and this is my story.

Rene Lacerte

I truly believe that using my mobile device to conduct critical business has made me a better CEO.  The fact is that my job takes me out of the office more often than not. But these days it doesn’t matter where I am.  If someone needs an invoice paid or a bill approved, I am automatically notified by the system and I can click through from my device where all the documents I need to make my decision are stored. Once I have decided on an action I can complete any needed approvals or transactions in seconds.

I never have to worry about the back up documents getting lost or misplaced in piles of paper or over-stuffed file cabinets. And the record of our back and forth with my staff and vendors about the bill is stored with the transaction. This cuts down on disagreements because I never have to hunt through emails to recreate what really happened, the facts are all there.

Plus, having everything at my fingertips means it’s easy to collaborate wherever I may be, with customers, partners or co-workers who are back at the ranch. Being able to work from my phone makes the collaboration that the cloud promised us not just possible but extremely fruitful. I am able to make important decisions, finalize key contracts and work effectively with my team no matter what. And I can work quickly and efficiently, even more so than the old days when I was chained behind a desk with stacks of papers. This is what the virtual workforce is really about, not the old idea of having some random people stationed at their homes. It is about being effective and efficient in any location at any time.

And the cloud is more secure than any office file cabinet ever was. Indeed, when we surveyed more than 500 finance executives back in January, 83 percent said they are quite comfortable with mobile security. So, now it really is safe to leave your office.

So, not only am I a “No Check” CEO, I am a “Remote Control” CEO. And I am really proud of the efficiencies and effectiveness that working remotely has brought to my business and my leadership.

Now is the time to go remote if you haven’t yet if for one simple reason: summer. Get out there this year and finally take the vacation you deserve—and let your employees do the same—while keeping your business humming. Because lying on the beach or hiking through the mountains are some things you still need to be in person to do. And thank goodness that nothing will ever change that!

Thursday, May 30, 2013 - 08:13

Mark Lindsay is offering a free webinar on Monday, June 3, 10AM PT, on how to rake in your receivables 2-3 times faster – automatically! This webinar will explain how to start raking in your receivables faster than ever before, with an easy cloud-based system that does your invoicing for you, makes it easier and more convenient for customers to pay you, and eliminates time-wasting trips to the bank and more.

Mark Lindsay, Managing Director of Lindsay Leasing, will share his success using cloud-based services to streamline a booming property management service. Moderated by Lisa Lang, Senior Vice President of Marketing, the webinar will demonstrate how you can rake in your receivables 2-3 times faster.

Register here!

Thursday, May 23, 2013 - 13:30

By René Lacerte, Founder and CEO

A long time ago, in what sometimes seems like a galaxy far away, there was an incredibly funny show called Seinfeld. One of my favorite episodes revolves around George and his wallet.

What's in Your Wallet

A long time ago, in what sometimes seems like a galaxy far away, there was an incredibly funny show called Seinfeld. One of my favorite episodes revolves around George and his wallet.

Now, George was immensely proud of the fact that his entire life could be found in his wallet. He had receipts from eons ago, with his wallet so stuffed that he had to sit at an angle and had immense back pain. He even had to go to the doctor, who told him he had to get rid of his wallet. George, being George, wouldn’t listen. Instead, he ended up stuffing his other pocket with paper towels to match the bulge. But, being George, he eventually loses all the contents of his entire wallet. Because, of course, the wallet ultimately explodes and sends documents swirling over a street corner while he stands below still bragging to Jerry.

The episode, like so many Seinfeld episodes, was classic enough that you can find it in the Urban Dictionary. Hey, don’t overstuff that or it’ll go like George Costanza’s wallet is the sample sentence.

So, being the “No Check” CEO that I am, I'm here to offer you that same advice today about your business. Don’t overstuff all those file cabinets, desktops and, worse yet, brain cells. Use ePayments and the power of the Cloud to clear your desk and your mind.

It is amazing the difference technology has made since that episode ran in 1988. The murse (male purse) has come and gone as an alternative to a wallet. Today, all you really need is a mobile device and you can conduct business anywhere, anytime. With, for example, you can work as effectively from your backyard as your boardroom.

Today, more than 80% of transactions between U.S. small-to-medium businesses (SMBs) still involve paper invoices, paper checks, or manual reconciliation, resulting in costly inefficiencies and errors.  Businesses need to take a cue from consumer goods companies. Thanks to companies like Apple and Square, paper receipts are starting to go by the wayside and are being replaced with an email.  Sweet.  I look forward to the day that every retailer follows their lead.  Additionally, how many times do you make purchases without physically using your credit card, be it online or via swiping your phone? If not a lot yet, more and more every day. So why is it that these technologies have not come over to the business world?  Now is the time for businesses to catch up. We have the technology. You can be up and running on in less than an hour.

So, go paperless, rid yourself of your bulging wallet and not only have a sleeker silhouette but have more peace of mind that you have what you need where you need it all the time. Because, let’s face it, although we all love George, none of us want to pull a Costanza.

Monday, May 20, 2013 - 12:57 is offering a free webinar on Thursday, May 30, 11AM PT, on how to stay in control during summer vacation season. This webinar will explain how to keep your business humming without decision makers on site—and without having to FedEx documents to vacationing employees.

Stacey Lee

Stacey Lee, CFO, Earth Class Mail, and Curt Hill, CEO, PMRG, will share their secrets to summertime success. Moderated by founder and CEO René Lacerte, the webinar will demonstrate how the cloud can save your summer vacation.

Register here.

To read the press release, click here.

Thursday, May 16, 2013 - 18:09

By René Lacerte, Founder and CEO


Piles of PaperWe’ve all seen (or been) that guy. The one who comes to meetings with piles of papers. The one who pulls out an old notebook to dig up a fact from a conversation held months ago. The one who has piles of receipts tucked away in the corner of his office, big piles of paper that even the cleaning staff avoids out of fear of anything falling out of place. This is a person armed with paper power. Any fact, any tidbit, any bill, they are all within his reach.

So why does he look so worried all the time?

Let’s face it, being the keeper of so many pieces of paper is extremely stressful. How often in a day do you have to think about misplacing a bill or throwing out something that perhaps you needed to keep, just in case an audit might happen sometime down the road? If you are the guy with the stack of paper in the meeting, do you really feel confident? Or are you actually petrified that you might leave something behind?

I’ve been traveling a great deal lately and so I have really had to put my paperless pledge into action. And I have to say, it feels better to be the guy with no back-up needed than the guy with all the answers in tow. Because the fact is that even though I left my binders at home, I can get every piece of data I need at my fingertips, no matter where I am, via and the cloud. It’s liberating to actually attend a meeting with no files, no notebooks, no documents in hand.

So, although Earth Day may have come and gone, it’s still a great time to take the paperless pledge, not just for the state of the earth but for the state of your mind.

Try it. Go to a meeting with nothing but your ideas and your smart phone. You will be amazed at all you can accomplish, no back-up needed.


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