staging.content.varklin.com: A bookkeeper’s guide to client conversations.

If you’re a bookkeeper looking for smarter ways to support your clients, this guide will help you effectively identify if pay.com.au is the right solution for their business.

Identify client pain points. 

Before recommending pay.com.au, check if your client is experiencing any of the following: 

• Limited cash flow flexibility, especially during BAS or payroll periods

• Wanting to earn credit card rewards but suppliers or government agencies offer little to no points

• Time-consuming, manual payment or approval workflows

• A lack of visibility or control over payments and who approved them

• Slow or inconsistent reconciliation in accounting software like Xero

Position pay.com.au as the solution. 

When introducing pay.com.au, focus on how it directly addresses the client’s operational and financial challenges:

• Earn full rewards – even on payments that typically don’t qualify.
  Many business expenses, such as ATO payments or supplier invoices, offer reduced or no credit card rewards when paid directly. With pay.com.au, clients can earn full, uncapped credit card rewards on these payments by routing them through the platform.

• Improve cash flow flexibility.
  By using their card’s interest-free period, clients can defer outflows while staying on top of critical business expenses.

• Streamline approvals and automate recurring payments.
  pay.com.au enables clients to schedule payments, set up multi-step approval workflows and automate follow-ups – saving time and reducing risk of human error.  

• Keep books clean with Xero integration.
  pay.com.au syncs directly with Xero, updating payment statuses, reconciling transactions and letting users search by invoice, supplier name or amount.

• Enhance control and visibility.
  Clients gain oversight of every payment – who approved it, when it was processed and what it covered – with a clear audit trail for compliance.
   

Conversation starters. 

Use these prompts to start a conversation with your client: 

• Did you know most cards give you reduced or zero rewards on ATO or government payments? There’s a way around that. 

• If your suppliers don’t take cards, pay.com.au can help. You can pay any supplier by credit card and keep the points and cash flow benefits. 

• If approvals or recurring bills are slowing you down, this tool can automate all of it. 

• It integrates with Xero and makes reconciliation much easier too.
   

When pay.com.au is a great fit. 

Recommend pay.com.au when your client: 

• Wants to earn rewards on business expenses they’re already paying

• Needs to improve cash flow without taking on credit or loan

• Wants to streamline and secure approval workflow

• Struggles with manual reconciliation in Xer

• Is managing multiple businesses or users in one platform
   

What to do next. 

Encourage your client to: 

• Visit www.pay.com.au to learn more  

• Try the platform with a small batch of payments

• Book a demo or walkthrough with the pay.com.au team

• Include decision-makers (director, CFO or founder) to explore how it fits broader financial goals 

Written by Fabian Andreou

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