r/AccountingDepartment

How does your audit team obtain access to Amex reporting data for audit testing and analytics?

• Does Internal Audit have direct access to the platform?

• Does Amex offer a role that allows users to view, run, and download reports without administrative or transactional capabilities?

• If so, what role name or permission set is used?

• If not, how does your team obtain the data needed for testing?

I'm looking to understand whether Amex supports a reporting-only access model for Internal Audit and how other organizations have implemented it.

Any insights are much appreciated 🙂

Has anyone used or implemented Paylocity into their technology stack? I am looking for opinions on how it has been going or if there are any issues I should be aware of before we sign on with them. At face value they seem to be great but the more i dig into some of their reviews on customer service and invasive Terms and Conditions, the more nervous I get.

Currently we are with a PEO and are not happy with the service we are getting.

I currently work remotely as a Finance Analyst on £30k, and I’m honestly getting to the point where I don’t know what to do.

For the last 6 months, I’ve regularly been working unpaid evenings and weekends just to keep up with the workload. My manager gives me a lot of deadlines, often expecting things to be completed by the next day.

He knows the workload is excessive, but his attitude seems to be that it’s just something I have to deal with.
If something isn’t completed, he complains about it, and even when I make one small mistake, he can make a big deal out of it.

What frustrates me most is that the amount of work and dedication I’m putting in seems to go completely unnoticed.

Annual leave is another issue. It’s basically just me and my manager covering finance, so he’s very picky about when I can take holidays. If taking annual leave means more work for him, it becomes a problem.

When I do get leave approved, I’m expected to get a huge amount of work done beforehand, which defeats the point of having time off in the first place.

Even if I’m genuinely ill, I feel like I can’t properly switch off because I know I’ll just come back to an even bigger workload that I have to catch up on.

I’m currently on £30k, and honestly, I’m starting to question whether this is worth the stress. It feels like my manager cares more about how the finance department looks than the wellbeing of the people actually working in it.

For anyone who’s been in a similar situation, what would you recommend?

I got promoted 3 months ago to an Accounting Manager. The job description was written more like a “super senior accountant”. Within the last month, it feels like the role and expectations have changed. I was part of hiring process for a senior accountant. In the meanwhile, I’ve been preparing and reviewing my own JEs and B/S rec along with ensuring the P&L and B/S are complete and accurate. Also, guiding our AP personnel on proper coding and other related AP issues. I’ve also had to document processes to understand the business even further. With all this being said, I feel the expectations have changed and are more in line with an accounting manager role. Specially once the senior accountant comes on board.

I’m curious, for those of you who have been in this role or are managing an accounting manager what are the expectations?

Hi everyone, I’m currently an 11th-grade Commerce student in India and I’m starting to think seriously about what I want to do after school.

For a long time, I’ve wanted to study and eventually work outside India. Recently, I came across ACCA and started researching it. However, after reading quite a few posts here and on other subreddits, I’ve seen a lot of people saying that ACCA may not be worth pursuing on its own, especially depending on the country and job market.

So I’m considering a different route:

Do a BSc/Bachelor’s in Accounting at a university in Europe → graduate → pursue ACCA afterwards.

My thinking is that I would have an actual bachelor’s degree as my main qualification, while ACCA could be an additional professional qualification.

I’m still very confused about how the exemptions work. From what I understand, exemptions depend on the specific university and degree, so I may or may not receive any. I’m also not sure whether doing ACCA after graduating from a European accounting degree is actually a sensible combination.

For people who have taken a similar route:

• Does doing an accounting bachelor’s first and ACCA afterwards make sense?
• How do ACCA exemptions generally work with European accounting degrees?
• Would it be better to choose a degree that is specifically mapped to ACCA?
• Is ACCA actually useful as an additional qualification after an accounting degree?
• Are there any major downsides to this plan that I’m overlooking?

I’d really appreciate advice from people who have actually studied accounting in Europe or pursued ACCA after a bachelor’s degree. I’m still in 11th grade, so I’m trying to understand my options early rather than committing to something without researching it properly.

I have been with the same firm and tax preparer for about 20 years. I'm retired and have sold my business. However, still have income properties with depreciation, etc. I have disagreements with my current tax preparer, both personally and professionally, and want to make a change. My question is: Is the 20-plus year history he has in his files and computers my property? I want it all so that I can hand it to my new accountant.

Every month, same pain.

Login to AWS. Find the invoice. Download it. Login to Vercel. Same thing. Then GitHub. Then Google Cloud. Then Twilio. Then Slack.

By the time I have all the PDFs, I forward them to my accountant.

Late. Almost every time.

Not because I'm lazy. Because this task is boring as hell and helps nobody. Not my customers. Not my product. Just the tax office.

But somehow I still had to be the guy clicking through 8 different billing portals every month like it's my job.

So I built a Chrome extension that does it for me.

It's called Severino. You pick your providers once. Every month, it logs into each one, grabs the invoice, and emails it straight to your accountant. You do nothing.

I've been using it myself for a while now. First time in years my accountant isn't texting me on the 3rd asking where the invoices are 😅

Just opened it up for anyone who has the same problem: severino.io

Not sure if this is a "real business" or just me solving my own annoyance, but if you deal with the same monthly mess, I'd love to hear how you handle it. Or roast the idea, that works too.

I have run a small business in Australia for 15 years. Every single quarter, BAS lodgement would come around and I'd be scrambling to find the funds. Every year I'd ask my accountant: can we automate this somehow? Every year the answer was no. Then I would end up spending my BAS funds or have to cram in the last month to maybe have enough. This lead to ATO debt and payment plans which hurt.

So I finally got sick of it and built it myself. Over the last 2 years I have been building this as every single small business owner I speak to say 'oh I wish I had that too, my tax account just sits empty all year'.

Bazy connects to your bank account via open banking and automatically transfers your chosen percentage across to the ATO to build up credit — so when BAS time comes, the money is already there. No scrambling. No payment plans. No nasty surprises.

MVP is built and working. Looking for as many small business owners to complete the early adopter form. For those who complete it will be welcomed and awarded with cheaper access when the platform is live — Do you or someone you know get had that sinking feeling when BAS is due and the account doesn't have what it should.

Happy to answer any questions. Not here to sell — just want to make sure I'm solving the problem the right way before we launch. bazy.com.au

Thanks

I've been trying to understand something about small-business cash flow.

Most established businesses already have some combination of a bookkeeper, QuickBooks/accounting software, bank statements, AR/AP reports, P&Ls, etc.

So theoretically, the financial information is already there.

But cash flow still seems to be a major problem.

QuickBooks' 2026 small-business research found that 59% of businesses had invoices more than 30 days overdue, and businesses waiting on unpaid invoices were owed about $17.7K on average. It also found that 39% of owners had a late payment make it difficult to cover payroll or bills during the previous year.

That made me wonder whether the real problem is actually a lack of financial data.

For example, knowing:

• $70K of AR is overdue
• payroll is due next week
• a large vendor payment is coming
• one project is consuming more cash than expected
• a customer normally pays late

is useful information.

But someone still has to decide:

Do I push collections harder?

Delay a vendor payment?

Change payment terms?

Require a larger deposit on the next job?

Use the credit line?

Delay hiring?

Turn down new work because it will consume too much cash?

So for business owners, bookkeepers, accountants, or fractional CFOs:

Where does the process actually break down?

Is the accounting data itself usually incomplete/outdated?

Is forecasting the problem?

Or is the harder part turning all that financial information into a decision about what to actually do next?

We have been paying additional tariffs on imported goods during 2025/2026. Up until this point, those costs have been entered under its own category within Cost of Sales on the Income Statement from the monthly financials/P&L. Over the course of the last couple months, we have applied and received refunds on these tariffs due to changes in policy/court rulings and these should continue throughout this year. The first of these refunds was entered under a new category on the Balance Sheet "Customer Prepayments" but does not appear to affect the Income Statement in any way. Will the Customer Prepayments section get updated monthly as new refunds are received? And will the Income Statement/Net Income be affected at year's end?

I understand that actual Customer Prepayments are Liabilities until goods/services are rendered, but that isn't exactly the case in this instance.

My annual bonus is based on a percentage of our net income and has been negatively affected by the tariffs so am trying to understand how the refunds should positively affect my future bonus as they are refunded.

Hey everyone, I've just switched over from another accounting platform and am currently looking for spend management platforms to go with this current QB setup. The main things I want are just clean automated syncing and auto categorization, so pretty much just basic spend management platform features. Thanks guys, let me know if you guys want more details.

I run a small accounting practice (about 300 clients, with team in the US and offshore)

We built a tool for our team that allows multi QBO connection to one Claude account, with custom SOPs, finance skills, and ability to post, update and delete transactions in the QBO without a need to login.

If I want to give it away for free for a month in exchange for feedback - is it allowed to post here?

It’s great if you are using Claude already, and have clients on QBO

I built InvoDip - a free invoice generator with 5 free invoices per month and no accounting-software bloat

Hey everyone, founder here.

I kept watching freelancers and small service businesses fight spreadsheet templates just to send one clean PDF invoice - overwriting old client details, losing track of which version was actually sent, manually exporting and emailing files.

So I built InvoDip (invodip.com). The idea is simple:

Create an invoice with line items, tax, discounts, notes, and terms.

Download a clean PDF or email it straight to the client

Clone past invoices for repeat work and retainers

Track partial payments and balances

Set up recurring invoices and overdue reminders (paid plans)

The free plan is 5 invoices/month - meant for real low-volume use, not a crippled demo. Starter is $10 for 25/month, Business is $25 for unlimited with platform branding removed from PDFs.

I'd genuinely love feedback on two things: the signup flow (email verification is required before download/send - does that feel like too much friction?) and whether the free tier feels generous enough to be useful.

After years of handling the biweekly settlements by downloading a flat file, generating a pivot table and then plugging the numbers into Quickbooks with invoices and credit memos, I looked for a better way. Tried A2X, Finaloop, Connectbooks and a few others. Sellanalytix promised a lot and I was hopeful it would provide a service to offload tedious accounting. Unfortunately, the numbers were inaccurate and when I reported the problem, the owner stopped responding. Calls, emails, nothing. I cancelled the service as per the agreement and they continue to bill my credit card. The bank said to cancel that card and they will be prevented from continuing to charge. That didn't help. They got the new number and resumed the monthly charge.

Just trying to warn others to stay away from this company. I wouldn't be writing if the company held to their agreement even if their service didn't work. I don't like unscrupulous people. The world needs less of them!