Smart Money Tools for Upcoming Tax Season 💰

Welcome to MO-FLOW's First Publication

Yay! This is the first of the MO-FLOW newsletter. It's the technology tour guide that brings the world of savvy business software and automation straight to your inbox. We’re Chasity and Lili, two software enthusiasts who love sharing helpful resources. Chasity is an expert with Airtable and Make, so you’ll see plenty of that, and Lili loves creating engaging content that keeps things fun and useful.

Our goal is to make this newsletter your go-to spot for curated news, hacks, tools, and templates to help your work FLOW MO’ 😂.

Reply and tell us what automation challenges or tools you want us to cover next!

//HEADLINE

Old Accounting Processes Need Transformation

Redwood offers a powerful solution for accounting automation, and their latest article highlights why now is the time to make the shift. Tax season is a major stressor for accountants, with manual processes often leading to errors and inefficiencies. Many firms struggle with a shortage of skilled professionals, making automation an essential tool.

Automated systems can handle repetitive tasks, freeing up valuable time for more strategic work and reducing the risk of costly mistakes. This is especially critical as the IRS plans to increase audits for large corporations. Automation also helps with scalability, allowing businesses to manage fluctuating workloads without relying on temporary staff. By automating now, firms can ease their tax season burden and set themselves up for long-term efficiency and success. Ready to streamline your accounting processes and reduce stress?

//INSIGHTS//UPDATES

This week's insights and updates

  1. Low-code and no-code platforms are changing the game for remote team managers. They allow teams to automate tasks, streamline workflows, and design custom solutions—without needing coding skills. These tools empower managers to do more with fewer resources, freeing up time to focus on strategy and outcomes, rather than getting caught up in operational challenges. In a remote environment, where communication and coordination can be tricky, LC/NC platforms provide the efficiency boost every manager needs.

  2. Cloud-native storage is projected to surpass $100 billion by 2032, fueled by finance, healthcare, and IT industries needing scalable, secure solutions. The BFSI sector, in particular, is seeing rapid growth, presenting lucrative opportunities for investors, with key providers like IBM and Oracle catering to its regulatory requirements.

  3. Ever feel like the creator economy is built for the elite? Crowdaa was created to level the playing field for middle-class creators, offering tools to monetize content without breaking the bank. It’s the solution for those who’ve felt excluded from larger platforms and their hefty fees. Dive into how Crowdaa is reshaping the space and helping everyday creators thrive.

//VIDEOSPOTLIGHT

See how you can automate tasks like invoice tracking

Got Stripe but not sure how to maximize it? You’re not alone! In this video, Nick Saraev breaks down the Stripe API to show you exactly how to send invoices, watch payments, and update everything from spreadsheets to CRMs. Stripe can be intimidating at first, but once you get the hang of it, it opens up a world of possibilities for automating your business processes. Make payments simpler and more efficient!

//HACKS//TEMPLATES//TUTORIALS

Take These And Run!

  1. Reddit discusses expense validation with Airtable automation, linked records, and approvals. 🚀

  2. Ditch Excel and use this Airtable template to automate invoicing with smart calculations, and seamless tracking.💡

  3. This tutorial turns Airtable into a smart bank reconciliation tool using Make for seamless automation. 💰

//PROBLEMSOLVED

We love it when a community comes together

We love it when the community finds smart solutions—here are this week’s top automation wins from Make and Airtable.

❓How to filter Airtable views to help Make automate picking the next row.

❓How to validate single-line text input using an Airtable formula.

❓How to auto fill a linked record from a date field using Airtable automations.

❓How to find missing fields in Contact Form 7 in Make.

//APPS

Apps & tools to take control of your business finances

Free invoicing, payment processing, and accounting magic

Streamlines client management with integrated CRM, scheduling, invoicing, and proposals

Lets non-developers create apps in minutes, no coding needed including features for payment collection

Centralized financial data hub enhancing decision-making and cash flow management for startups

Simplify expense management with automation, real-time tracking, and effortless receipt capture via text, using your existing credit cards

Free time tracking software for individuals and teams

//MO-FLOWCOMMUNITY

What should I do with my money?

Image by Steve Hamoen

Steve Hamoen and Bryan Kuderna discuss the psychology of money and the question, "What should I do with my money?". They discuss how the economy works, the difference between people who give and take, and how the changing population affects our finances. They also explore the balance between socialism and capitalism, how tech wealth is changing things, and how religion and politics influence our financial choices. To finish up, they offer practical advice on managing your personal finances in today’s world. It’s an easy-to-understand conversation with valuable tips for anyone wanting to make smarter money decisions!

⭐ Like this flow? Give it a rating! Next week’s edition will focus on Smart Forms and Instant Insights, so stay tuned. Share this newsletter with fellow tech enthusiasts, and let’s keep the automation conversation going!

Stay in the flow!

Chasity, Lili, and the MOHJU Team

Other inquires? Contact Us