Case Study: T-Accounts, LLC streamlines payments and improves customer service with Veem

T-Accounts, LLC saves hours in reconciliation with Veem

T-Accounts, LLC, a San Diego-based accounting and bookkeeping services firm, sought a better payment solution to streamline operations and enhance client service. Managing Director Jane Gilpin found their previous payment provider clunky, with duplicative workflows and manual, check-heavy processes. This challenge sparked a transition to Veem, a global payments network, initially to improve how they collected client payments.

Veem provided a streamlined accounts payable solution with direct integration into QuickBooks, saving hours in reconciliation and eliminating duplicate data entry. The system allowed for multiple invoice approvers, digitizing a previously manual paper process. Gilpin highlights Veem's outstanding customer service and live support as key differentiators. The results include significant time savings, a more secure and efficient approval process for clients, and a reliable platform that T-Accounts now prefers, with plans to expand its use for international payments.

T-Accounts, LLC