Connecting Calendly and Pipedrive: Automating Workflow with Zapier
Learn how to automate data transfer between Calendly and Pipedrive using Zapier, streamlining your client relationship management tasks.
Latest stories
Learn how to automate data transfer between Calendly and Pipedrive using Zapier, streamlining your client relationship management tasks.
Excel provides essential features to improve navigation and analysis of large spreadsheets, making reviews more efficient for accounting professionals.
Explore how Microsoft PowerToys can optimize your Windows 11 productivity with tools for color picking, screen zooming, and window management.
Sole practitioners face unique cybersecurity vulnerabilities and client experience challenges. Implementing multifactor authentication and enhancing communicati...
Excel can streamline the identification of unusual transactions in accounts payable by automating exception reporting, making reviews more efficient for account...
With AI heightening cybersecurity threats, a new checklist provides CPAs a structured approach to safeguarding their firms against emerging risks.
Lunos has launched a customizable cash flow forecasting tool that integrates live accounting data to enhance financial decision-making for businesses.
A significant portion of companies holding tariff refunds are choosing to keep the cash, impacting future investment and consumer spending decisions.
Small Businesses Against Tariffs launches a $1 million ad campaign in Ohio and beyond, leveraging football rivalries to spotlight the economic toll of tariffs.
Holiday spending on Halloween is projected at $13.5 billion in 2026, highlighting consumer priorities and strategic purchasing behavior in a recovering economy.
Zuora's new Supervised Mode elevates its AI capabilities by introducing human oversight for modification actions, enhancing governance and accountability.
Ramp's new Accounts Receivable product automates invoicing and collections, targeting efficiency for finance teams managing payments and revenue streams.
New home construction is dropping significantly, with a continued decline in permits and completions, raising concerns over the ongoing housing shortage.
Washington, D.C., Arizona, and Colorado lead in business AI utilization according to a recent analysis, highlighting significant regional disparities.
Jawan Simpson, a 37-year-old CPA from Michigan, pled guilty to wire fraud, admitting to defrauding the PPP of over $2 million during the COVID-19 pandemic.
American Express has launched an upgraded Corporate Cashback Program featuring integrated expense management software and AI-driven tools for greater financial...
Employees' social media habits can expose businesses to significant risks, including fraud and reputational damage. Awareness and training are essential.
AI plays a significant role in business, but certain tasks still require human oversight to mitigate risks and maintain quality standards.
New legislation poised for presidential approval aims to facilitate quicker and more cost-effective Chapter 11 bankruptcy processes for small businesses.
Dext Payments is now available to Canadian users of QuickBooks Online and Xero, offering a streamlined payment solution that addresses common invoicing challeng...