5 Hacks to Master FinQuery and Transform Your Accounting Workflow

Course Description

Discover five actionable hacks in FinQuery that will optimize how you use the platform and move from manual, error-prone tasks to automated, error-free workflows. Learn powerful lease, prepaid, and accrual accounting tips and features of the platform that you might not be using today, like integrations, email ingestion workflows, and more.

Who Should Attend

Accounting and finance professionals managing a medium-to-high volume of leases and accounting and consulting professionals working with those clients.

Presenters

David Buchanan, CPA

Senior Manager, Product Accounting at FinQuery
David Buchanan is a Senior Manager in the Product Accounting and Operations Department at FinQuery. His background includes experience auditing both public and private companies at Ernst & Young. David holds a Master of Accountancy from the University of Tennessee and is a licensed CPA.

Jonathan Grimes

Technical Accounting Consultant at FinQuery
jonathan.grimes@finquery.com
Jonathan Grimes is a dedicated and experienced accounting professional currently serving as a Technical Accounting Consultant at FinQuery (formerly LeaseQuery). Prior to this role, he held positions at FinQuery as Customer Support Manager and Manager of Customer Accounting Advisors, demonstrating a strong track record of growth and commitment. Jonathan’s educational background includes a Master’s degree in Professional Accountancy from Georgia State University and a Bachelor of Science in Accounting from LaGrange College, where he was also a Presidential Student Ambassador. Earlier in his career, Jonathan gained experience as an Accounting Intern at Gay & Joseph, CPA, PC.

Pam Bettis

Director, Product Marketing at FinQuery
pam.bettis@finquery.com
Pam Bettis is an expert Director of Product Marketing and Content Strategy who transforms complex products, from Lease Accounting software to Big Data ad targeting, into market success. Currently at FinQuery (formerly LeaseQuery), she built the entire Product Marketing function, creating repeatable Go-to-Market (GTM) blueprints that significantly increased ARR. An MBA and PMC Level IV certified leader, she excels at driving adoption, establishing messaging, and delivering industry-leading customer retention.

Matt Leach

Sr. Product Manager at FinQuery
Matt Leach is a Senior Product Manager at FinQuery. With nearly 15 years of progressive experience in product management and software development, he has specialized in guiding solutions from product inception to successful production release across diverse industries. For his four years at FinQuery, Matt has been instrumental on the product strategy and operations teams, helping accounting teams transform their workflows by driving strategic product evolution. He holds a B.S. in Public Administration from George Mason University.

Key Hacks

  • Eliminate manual contract entry with an Email-to-Record workflow.
  • Push accurate data directly to your GL/ERP for error-free financial reports.
  • Manage global leases with automated currency conversion.
  • Use a contract-based system to automate prepaid and accrual accounting.
  • Access fast support to keep your accounting workflows on track.

Learning Objectives

Why Attend?

  • Maximize Your Investment: Get more out of the FinQuery platform.
  • Walk Away with Actionable Tips: Implement proven strategies immediately—no fluff, just results.