Seminar
Live Replay WebinarBasic level
K2's The New World of Expense Management: Smart Cards, Real-Time Tracking
The traditional process of chasing receipts and manually reconciling credit card statements is being replaced by intelligent systems that capture data at the point of purchase. This course provides a practical look at the current landscape of expense and bill management technology, featuring tools like Dext, Bill.com, and the automated features within leading small business accounting solutions. We will examine how these platforms use mobile apps, email integration, and OCR technology to stream transactions directly into the books, significantly reducing manual data entry while maintaining the necessary oversight and approval workflows that businesses require. Participants will explore the practical benefits of modernizing their “cash-out” processes, from deploying virtual cards with built-in spending limits to utilizing AI-driven anomaly detection to flag duplicate or unusual activity. We will discuss the features and benefits of various online payment systems and why a business might choose one solution over another based on their specific integration needs. By the end of this session, you will understand how to build an efficient, transparent expense management system that provides real-time visibility into company spending while strengthening internal controls.
Learning objectives
Upon completing this course, you should be able to:
- Utilize automated data capture tools to modernize expense tracking and reduce manual receipt collection
- Analyze the features and benefits of leading small business accounting and expense management solutions.
- Implement automated approval workflows to maintain oversight while increasing the speed of bill payments.
- Compare various online payment systems to determine which tools best fit specific business requirements.
- Examine how real-time spending data helps businesses identify saving opportunities and manage cash flow effectively.
Major topics
Modernizing Expense Capture: Utilizing Dext and Mobile App Workflows
Virtual Cards and Bill Pay: Balancing High-Efficiency Automation with Oversight
Integration Strategies: Connecting Spend Management Tools to Leading Accounting Solutions
Feature Comparison: Selecting the Right Expense and Payment Platforms for Your Needs
Who this is for
Accounting professionals seeking to modernize business spending, expense tracking, and bill-pay workflows
Prerequisites: None
What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
Course details
- Recommended CPE credit
- 3 — Specialized Knowledge
- Field of study
- Specialized Knowledge
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Length
- 2h 30m
- Course number
- 26c01442
- Provider
- K2 Enterprises
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Every way to take this course
On its own
Live Replay Webinar
Attend the next scheduled rebroadcast — full live CPE credit · 3 credits · 2h 30m
$75
Add to Cart
As part of a multi-day event
These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.
Nov
16
Technology Improvement Week: Better Systems, Better Results
Seminar · Nov 16–19, 2026
· Online · this course runs Nov 16, 2026 · event offers up to 27 credits
$175/day
View event
Your instructor
Stephen Yoss
Speaker & Author · CPE Today · ★ 4.7 instructor rating
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...
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