Accountants and Bookkeepers Resources

These resources are designed to help accountants and bookkeepers improve cash flow within their own firm and offer cash management services to clients, using Satago’s credit control, risk insight and finance features.

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Cash management guide and white papers

The Credit Control Service Handbook

30 min read

Your ultimate guide to offering a credit control service to clients, with input from practice growth expert Will Farnell.

Practice Credit Control Whitepaper

10 min read

The top 5 credit control mistakes your firm should avoid today.

Why Your Firm Should Offer Credit Control as a Client Service

2 min read

Case study : How Sempar Accountancy & Tax helped their clients get on top of debtors and improve cash flow.

Satago Products

Invoice Finance Product 2 Pager

2 min read

How Satago’s finance options can help your clients ease cash flow and fund their growth ambitions.

Satago for Accountants

2 min read

Do your clients struggle with late payments and bad debt? If so, they're not alone.

Product training videos

Getting Started

Connect your accounting software

1 min

Set up automated payment reminders

3 min

Risk Insights

Risk Insights: Use Risk Insights tool

2 min

Risk Insights: Match your customers

1 min

Risk Insights: Run a credit check

2 min

Invoice Finance

Invoice Finance: Apply for Single Invoice Finance

2 min

Invoice Finance: Complete your finance application

1 min

Satago brand assets

Add a Satago page to your website so your clients know you offer automated cash flow support. You can also announce your Satago partnership on social media.