Shared by Chaser: www.chaserhq.com 2020 brought economic uncertainty and cash flow problems for many businesses. With cash flow management now more crucial than ever to weather the ongoing economic uncertainty, 68% of business leaders are turning to tech to increase the efficiency of their processes and improve cash flow. You'll leave this webinar with practical, actionable advice and tech insights from a panel of fintech industry experts, to help you ensure greater efficiency and improved cash flow for your business in 2021. Your panellists will cover - Introduction to improving cash flow and increasing efficiency with fintech - How to put an end to disconnected, manual processes that slow your team down - Harnessing fintech to make better business decisions and improve cash flow - Increasing your cash-in and running a more efficient receivables process - Cutting down your admin time and running a more efficient payables process Watch the recorded session: https://hubs.li/H0LmNQ90

1. © 2021 Chaser Technologies Limited
FINTECH PANEL
Chris Gregg
Chief Executive Officer,
Lightyear
Sanjay Malkani
Business Development Manager,
Expend
Loreena Maguet
Account Manager,
Spotlight Reporting
Chris Turner
Head of Partnerships,
Chaser
STARTING SOON
Improve cash flow and increase efficiency in your business
in 2021

2. © 2021 Chaser Technologies Limited
FINTECH PANEL
Chris Gregg
Chief Executive Officer,
Lightyear
Sanjay Malkani
Business Development Manager,
Expend
Loreena Maguet
Account Manager,
Spotlight Reporting
Chris Turner
Head of Partnerships,
Chaser
LIVE NOW
Improve cash flow and increase efficiency in your business
in 2021

3. © 2021 Chaser Technologies Limited
www.chaserhq.com
Brought to you by

4. Loreena Maguet
Account Manager, Spotlight Reporting
Chris Gregg
Chief Executive Officer, Lightyear
Chris Turner
Head of Partnerships, Chaser
Sanjay Malkani
Business Development Manager, Expend
Your panelists
Improve cash flow and increase efficiency in your business in 2021
© 2021 Chaser Technologies Limited

5. © 2021 Chaser Technologies Limited
Improve cash flow and increase efficiency in your business in 2021
@chaser
@lightyearcloud
@spotlight-reporting-limited
@expend
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6. © 2021 Chaser Technologies Limited
Improve cash flow and increase efficiency in your business in 2021
What we’ll cover
● Introduction to the business fintech landscape
● Increasing your cash-in and running a more efficient receivables process
● Improving efficiency and decision making with forecasting and reporting tech
● Cutting down your admin time and running a more efficient payables process
● Improving your expense management efficiency and accuracy

7. © 2021 Chaser Technologies Limited
Improve cash flow and increase efficiency in your business in 2021
Introduction to the fintech landscape
VS
Poll - What fintech are you using at your business?

8. © 2021 Chaser Technologies Limited
Improve cash flow and increase efficiency in your business in 2021
Introduction to the fintech landscape
One in four
SMEs adopted fintech globally in 2019
50%
Growth in uptake from March to July 2020
Top reasons for adoption
● Range of features and functionality
● Compatibility with daily operations and infrastructure
● Ease in set up, configuring and use
● Trust in the provider’s team and reputation

9. © 2021 Chaser Technologies Limited
Improve cash flow and increase efficiency in your business in 2021
Introduction to the fintech landscape
Image adapted from: myaccountancyhub.co.uk

10. © 2021 Chaser Technologies Limited
Improve cash flow and increase efficiency in your business in 2021
How to better harness the power of fintech at your business
Communities
● Software user community groups on Linkedin
● Xero business community
Industry blogs
● Accounting insight news - dedicated ‘tech’ & practice sections
● AccountingWEB ‘Tech’ section
Who to follow
● Stuart Hurst
● Laura Taylor
● James Ashford
● Dan Cockerton
● Matt Flannagan
Compare providers
● G2, Capterra

11. © 2021 Chaser Technologies Limited
Chaser

12. © 2021 Chaser Technologies Limited
Improve cash flow and increase efficiency in your business in 2021
The pandemic and late payments
209%
Increase in late payments since
WHO declared pandemic (CPA)
The reality for many businesses
● Reduced headcount, remaining
staff stretched for time with
more responsibilities
● Maintaining a healthy cash flow
is more important than ever, to
withstand the recession

13. © 2021 Chaser Technologies Limited
Improve cash flow and increase efficiency in your business in 2021
Chaser accounts receivable software
Accounts receivable automation software
and credit control services
Put your customer relationships first with
human-like receivables automation
“We at Wolfgang really care about our customers and Chaser’s personalised
emails, and automated ‘thanks for paying’ messages help us show just that”
Tommy Gough, Credit Controller

14. © 2021 Chaser Technologies Limited
Improve cash flow and increase efficiency in your business in 2021
Chaser accounts receivable software
Automate without losing
the human touch
Customers don’t know you’re
automating
Send with your own email
address, branding and
language
Make it easier for
customers to pay you
Dedicated Payment Portal for
every customer
Offer multiple payment options
in one location
Optimise your accounts
receivable process
Real time reports and insights
Automatic, personalised ‘thank
you for paying’ messages
Schedule payment
reminders at the best times
Unlimited custom schedules
Tailor chasing for different
groups, like bad payers or
long-term clients
Full visibility over your
chasing activity in one place
View all communications
including customer replies in
one location
Full history for every invoice
and customer in Chaser CRM

15. © 2021 Chaser Technologies Limited
Improve cash flow and increase efficiency in your business in 2021
Chaser Collections
Bad debt doesn’t mean bad relationships
Trust Chaser to get it paid in a friendly way
“We’ve had payment from 4 customers in just a couple of weeks of using Chaser
Collections, and all communication has been handled in an extremely professional manner.”
Phil Edwards, Owner

16. © 2021 Chaser Technologies Limited
Improve cash flow and increase efficiency in your business in 2021
Increasing cash-in and running a more efficient receivables process
We’ve had great results and I’ve been really impressed by how easy it is to adapt to our continually
changing needs. We have saved at least 15 hours per week, and that’s me being stingy.
Rossana Vittorelli, Credit Control Manager
We have seen Chaser produce a significant impact, in some instances bringing outstanding debts down by
over 80%. The ability to regularly customise outgoing emails also allows us to add that personal touch to
credit control.
Charlotte Finlayson, Purple Lime

17. © 2021 Chaser Technologies Limited
Improve cash flow and increase efficiency in your business in 2021
Increasing cash-in and running a more efficient receivables process
Start your 14 day free trial (no card details required)
chaserhq.com/signup
Clear out old debts with zero-risk, stress free and friendly collections
chaserhq.com/collections

18. © 2021 Chaser Technologies Limited
Spotlight Reporting

19. Improving efficiency and decision making
with forecasting and reporting tech

20. Fully customisable dashboards
Comprehensive advanced reports,
including consolidation, visuals, & KPI’s
Benchmarking, ranking and
KPI’s for franchises
Three-way forecasting, group
consolidations, budgeting & scenarios
Spotlight Products

21. The three keys to good cash flow
Cash flow
Collection
Cash flow
Management
Cash flow
Forecasting

22. Cashflow advisory service offerings

23. Spotlight Forecasting allows high value outputs to be produced quickly and
easily as a standard Budget & Cash flow offering
‣ New: Consolidated Forecasting
‣ Annual, quarterly, monthly options
‣ Up to 5 years; ‘bank grade’ outputs
‣ Budget + Cash flow + Scenarios
‣ Dynamic Rules
‣ Loan Amortisation
‣ Comparison Pages
‣ Driver-based Forecasting

24. Spotlight Forecasting is an ‘all-in-one’
budget creator, three-way forecasting
and scenario builder.
NEW: Consolidated Forecasting for up
to 75 related entities!
Look forward with certainty.
Strategise for the future.
Consolidated

25. How to get the ball rolling
• As a firm, have a discussion about how you can offer cash flow forecasting
• Explore Spotlight Forecasting by requesting a demo, or starting a trial.
• Think about how you’ll go about offering a cash flow forecast to every
business client.
• Consider whether you’re able to offer the following services:
○ Budgeting and Cash flow forecasting
○ Scenario Planning
○ Cash flow Management
○ Pricing and Debtor reviews
○ Debt and Capital review

26. www.spotlightreporting.com
Loreena@spotlightreporting.com

27. © 2021 Chaser Technologies Limited
Lightyear

28. Intro
Intelligent Accounts Payable
Chris Gregg
● Founded in 2017
● 15k+ users
● 4000+ customers
● 5 million documents processed in 2020
● £5 billion value
● 1M hours saved

29. Average cost to SME £15 Per Bill

30. Data

31. Data
Live Detailed Accurate

32. Approvals

33. Approvals Management
Automated Routing Supplier comms &
dispute Handling
Mobile / Email

34. Creditors
Reconciliation

35. Reconciliation
Statements
Purchase Orders

36. Cashflow
Management

37. Cashflow Management
Avoid late payment fees
Early payment rewards
Full visibility on outgoings
Ensure availability of funds
Schedule payruns

38. Live Date Detailed Data Accurate Data
Approvals
Management
Dispute
Handling
Statement
Reconciliation
Purchase
Order
Reconciliation
Debtor
Management
Lightyear
Solution
The Lightyear Solution

39. Thank you!
W: www.lightyear.cloud
E: support@teamlightyear.cloud
30 day FREE TRIAL
Talk to the leading Accounts Payable experts

40. © 2021 Chaser Technologies Limited
Expend

41. Sanjay Malkani
Sanjay@expend.io
0751 874 1252
Business Development Manager

42. Who are Expend?
We are an all in one Expense management platform, we cover everything from out of pocket expense claim to mileage
claims, we have our smart Expend mastercards which can be issued out to employees streamlining the expense process
and improving efficiency. Moreover we have the ability to support any card type with universal card support and any
invoice/receipt with our receipt scanner. All of these expenses can be synced efficiently using your favourite accounting
software. Our company USP is that we support all types of business expenses all within one place for one affordable
monthly fee.

43. What we will be covering
● Expend Smart Mastercard
● Expense reimbursement
● Invoice scanner and receipt scanner
● Mileage Claims
● Universal card Support
● Some of our customers
● Why Expend ?

44. Expend Smart Mastercard

45. Card Security Settings

46. Submit transaction for review

47. Approval flows

48. Sync to accounting platform

49. Expense Reimbursement

50. Approval Flow

51. Sync to accounting platform

52. Mileage Tracking

53. Approval Flow

54. Sync with accounting software

55. Universal Card Support

56. Approval Flow

57. Synced with your accounting software

58. Invoice scanning and receipt scanning.

59. Approval flow

60. Synced with accounting software

61. Some of our Happy Customers...

62. Why Expend
Gain control :
Real-time insights into company spending give you the transparency you need to stay on top of
company-wide expenses. Set a clear chain of command and empower employees to spend responsibly
within their budget.
Save time:
Less admin means more time spent on what truly matters to your business. Streamline expense claims
through increased accuracy and automation.
Save money:
Complete expenses anywhere, anytime via our smart mobile app. When it's time to do your accounts or VAT
returns, you have all the information at your fingertips.
Get connected:
Keep those who need to know, in the know! Invite your accountant to Expend and sync your expenses to your
accounting software automatically.

63. Sanjay Malkani
Sanjay@expend.io
0751 874 1252
Business Development Manager

64. © 2021 Chaser Technologies Limited
Q&A
Improve cash flow and increase efficiency in your business in 2021

65. © 2021 Chaser Technologies Limited
Improve cash flow and increase efficiency in your business in 2021
Where to find out more
app.lightyear.cloud/register
lightyear.cloud/blog-series
spotlightreporting.com
spotlightreporting.com/blog
chaserhq.com/signup
chaserhq.com/resources
expend.com
blog.expend.io