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And that's what put us on this path,” says Salehi
#Scratchpad company update
And then we take four to five hours a week, maybe a big chunk right before the forecast call, very quickly go and hunt through all of our spreadsheets and notes and try to update what the management needs so they get off of our back. They were just like, yeah, this is just sales. “What was interesting is everyone accepted this as a state of the world. They were working out of spreadsheets for pipeline and account management and forecasting and tasks were across many different tools.
#Scratchpad company mac
Everything I need is there, and that’s why I love Airbase.According to Salehi, they were taking notes in Evernote or Mac notes. It gives us a way to look at the state of our world and do a gut check - I can jump in and jump out when I need to. The Airbase specialist provided everything we needed to get up and running quickly - we were off to the races in no time at all.”įor Diane, it’s all about visibility and execution, making sure that the team can buy what they need, knowing what’s going on, and ensuring that they’re paying accurately. “We’re all on the same page now.”ĭiane was especially pleased with Airbase’s customer service, truly a compliment given her expertise in customer success. There are fewer questions and less back-and-forth now that others can see what she’s doing. Scratchpad has an outsourced accounting team, and they also use Airbase. “I’m excited about that, and now we’re migrating off of Expensify.” Scratchpad’s first focus was using Airbase cards and bill payments, and recently they’ve begun using reimbursements. Sending virtual cards by email is so easy! And the app is actually pretty, too.” It gives me security - when people leave, I know that I’m not paying for an old subscription. It’s easy to see the graphs, you can see who’s spending what, and I’m confident that it keeps me compliant. “Even loading vendors into the system was easy - it was all done automatically!” She quickly discovered more advantages. Airbase had the quickest lift with the most impact. Diane started using Airbase cards with a fixed budget to give to contractors so that she didn’t have to worry about overages. She told us, “I found it cumbersome, and I began looking at alternatives.” When she heard about Airbase, she tried it out and was delighted to discover how easy paying bills is with the system. “I don’t need or want access to millions of dollars in the bank accounts - I just want to make sure that things are running smoothly and that the bills get paid.”ĭiane tried using. She needed an easy way to keep herself organized and pay bills, but not manage the company’s finances. Her biggest concern was simply, How do I pay bills? Diane wanted “a layer between the company bank accounts and payments”. Trying to find out who is spending money and what they’re spending it on in QuickBooks was a nightmare.” Nevertheless, everything from bill payment to marketing approvals runs through her.ĭiane told us, “I’ve paid bills before, but accounts payable was new to me.” When she began at Scratchpad, she was using QuickBooks, entering data manually, and asking the CEO for bank account information.
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She has a background in customer success, but no background in finance. To do it, they chose Airbase.ĭiane Garcia has been the Head of Operations at Scratchpad for a little over a year. So it’s no surprise that Scratchpad - the company, with about two dozen employees - was eager to increase their own efficiency.
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The Scratchpad product is all about efficiency - helping Salesforce users be more productive and more effective. “Airbase uncomplicates it.” - Diane Garcia, Head of Operations at Scratchpad