Melio Demo for Bookkeepers

Melio Demo
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Have you heard of Melio*?  It is a new A/P and A/R app for small businesses, bookkeepers, and accountants.  But what the heck does that actually mean for you and your bookkeeping business?  Will using Melio make your life better?  I’m excited to bring this demo and review of Melio to the Bookkeeping Side Hustle Community.

Many thanks to David Leary for this interview and demo of Melio

These are the list of questions that I sent David before our interview.  Many more Bookkeeping Side Hustlers asked questions in real time during the demo of Melio as well.  

  • Is Melio just built in to just QBO? Or other bookkeeping software, too?
  • How is Melio free?  You gotta make money somewhere.
  • What are your best ideas to use Melio to help me GROW my business and GET CLIENTS? This is my main question.  I can LEARN anything.  But should I invest time to learn Melio?  
  • Can bookkeepers use Melio to GET PAID?  Recurring/Scheduled payments?
  • What are the current shortcomings with Melio that are being improved?
  • What else is on the horizon for Melio in the next 6-12 months?
  • Best place to learn more about Melio?
  • How do people find you if they want to connect with you? 

What other questions do you have?  Join the incomparable Bookkeeping Side Hustle Facebook Group to tag David Leary and he can chime in with an answer.   

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