Meet our TechStack: HR, AP & AR
What is a TechStack?
A TechStack is the profile of carefully curated software, tools and resources to offer the highest level of service to your customer base. Given that Beyond Your Books is a full-service remote bookkeeping and accounting firm, our well-rounded TechStack allows us to streamline operations, communicate effectively, ensure accuracy and offer advanced services to our small business clients.
In this post, we are highlighting our HR, AP & AR software – that’s Human Resources (like payroll), Accounts Payable and Accounts Receivable.
First up: Gusto for Payroll Processing
Gusto is an online, full-service payroll processing platform. It centralizes your employee benefits, simplifies onboarding enrollment for new hires, and houses reports and records for easy access. Gusto integrates with state and federal tax filing accounts, simplifying enrollment and remitting payments in a timely fashion. Imagine this: for every payroll cycle you run, wages, salaries and the associated tax withholdings are processed in one transaction. Gusto also has features to assist in hiring - selecting applicants, sending offers and more!
💡 How Our Extraordinary Bookkeepers Use Gusto:
We use Gusto to set up payroll schedules, monitor compliance, and reconcile payroll activity within your financials. Our team ensures that wages and tax liabilities are posted correctly to your books, and that payroll data flows smoothly into your accounting software. We also coordinate with you to ensure team changes—like new hires or terminations—are accurately reflected and processed on time.
Next: Bill.com for AP & AR Management
Bill.com is a powerful financial operations platform that streamlines both Accounts Payable (AP) and Accounts Receivable (AR)—managing what you owe and what you’re owed. It automates vendor payments, invoicing, and collections while offering flexibility in how payments are sent and received (ACH, wire, or virtual card). This removes the manual “chase” from your cash flow process and increases accuracy and security.
With enhanced security measures and the ability to use ACH, wires or virtual cards - you have control to streamline your transactions for efficiency. Submit, accept, approve and confirm payments for an extra layer of organization with proper checks and balances in place.
💡 How Our Extraordinary Bookkeepers Use Bill.com:
We create and maintain your vendor/customer profiles, monitor due dates, and schedule payments or invoices to flow automatically based on your business rhythm. Our team helps implement approval workflows to protect against errors or fraud, and we regularly reconcile activity to ensure your books match your bank activity.
Melio for Simplified AP & AR
Melio is another excellent tool in our AP & AR toolbox. It offers a user-friendly dashboard for managing vendor and contractor payments and receiving client payments. It syncs with QuickBooks Online and Xero, making it easy to keep your books accurate and up to date.
💡 How Our Extraordinary Bookkeepers Use Melio:
We help schedule and submit vendor payments, monitor outstanding invoices, and ensure all payment activity is reflected in your books. Melio gives us flexibility to work with clients who prefer a simpler, centralized tool for managing cash flow.
DEXT: formerly Receipt Bank
Automatically link your transactions with all the documentation needed to survive an audit? Yes, please!
DEXT is your go-to tool to capture, organize and link receipts, invoices and statements to your transactions for categorization and reconciliation. With the DEXT mobile app, capture receipts quickly on the go to keep your records secure.
💡 How Our Extraordinary Bookkeepers Use DEXT:
We review submitted documents, verify that expenses are categorized correctly, and ensure they are matched to the appropriate transaction in your accounting software. DEXT helps us maintain audit-proof records for your business, and it saves you from the shoebox of mystery receipts at year-end.
Avalara and Track 1099
Avalara helps your business increase accuracy for tax compliance. Avalara can assist in tax registration and licensing, sales tax filing, document management and reporting. Track 1099, now owned by Avalara, aids in collecting all the necessary tax information for issuing 1099s at year-end. Using a service like Track 1099 year over year significantly reduces the time it takes to properly file and report!
💡 How Our Extraordinary Bookkeepers Use Avalara & Track1099:
We set up your sales tax filings, monitor deadlines, and coordinate year-end 1099 processing. Our team collects W-9s, validates vendor info, and ensures timely electronic delivery of 1099s—saving you hours of admin and helping you stay compliant.