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.

If you’d like to learn more about Satago, book a contact our team.

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Cash management guide and white papers

Cash management guide and white papers

Product training videos

Getting Started: Connect your accounting software

Getting Started: Set up automated payment reminders

Risk Insights: Use Risk Insights tool

Risk Insights: Match your customers

Risk Insights: Run a credit check

Invoice Finance: Apply for Single Invoice Finance

Invoice Finance: Complete your finance application

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.