Accounting automation isn't about replacing accountants—it's about eliminating the manual, repetitive tasks drowning your team. Join Matt Gardner (CEO, Hiline) and Em Daigle (Founder, OTTO-MATES) as they tackle the reality of automation in accounting, from broken Excel workflows to AI-powered solutions that actually work.

What You'll Learn:

• Why your accounting process (not just your tech) is holding you back
• The #1 data problem blocking automation success
• How to identify quick wins that free up hours of manual work
• AI vs. automation: when to use each in your finance workflows
• Getting your team to embrace change (without the resistance)
• Practical first steps for small businesses and accounting firms

Featured Guest:

Em Daigle is the founder of OTTO-MATES, an online community of 1,000+ accounting and finance professionals focused on automation and AI. With experience from Arthur Andersen to leading go-to-market strategy at Zuora, Em helps accountants navigate the evolving tech landscape without the hard sell.

Ready to break up with "Ex-Hell" (that massive Excel spreadsheet running your life)? Subscribe for more practical accounting insights from Hiline!

💼 Join the OTT-MATES Community: https://www.otto-mates.com/ (free to join)

🌐 Learn more about Hiline: https://hiline.co

• Why the "old way" of nonprofit finance is costing you more than you think
• How to automate AP/AR, expense management, and month-end close
• The power of dimensional tracking for programs and grants – you might know this as class. tracking
• How to present financials that engage your board (no more glossed-over eyes!)
• Why the right tech stack can replace a $100K+ hire
• Practical first steps to take today

Whether you're an executive director, board member, or nonprofit finance leader, this episode shows you what's possible when you stop retrofitting old processes and start building for the future.

Subscribe for more financial wisdom that actually makes sense for small businesses and nonprofits!

Join Hiline CEO Matt Gardner in conversation with Rebecca Bostwick, Principal at Bostwick Strategy Group, as they tackle one of the most important truths in nonprofit management: not all funding opportunities align with your mission, and saying yes to the wrong money can cost your organization more than saying no.

In this episode, Rebecca shares her 25 years of experience working with nonprofits from grassroots organizations to national institutions, revealing how to thread together strategy and funding decisions. Learn why accepting a grant without proper systems can drain resources, damage donor relationships, and pull your organization away from its core mission.

Key Takeaways:

• The four Ps framework: Purpose, People, Practice, and Product/Program
• Red flags to watch for when evaluating grants and major donors
• Why cashflow matters more than you think with reimbursable grants
• How board composition must evolve as your organization grows
• Essential questions to ask before accepting any grant

Perfect for: Executive Directors, nonprofit leaders, board members, and anyone navigating the complex world of nonprofit funding and strategy.

Connect with Rebecca Bostwick:
🔗 Rebecca A. Bostwick – linkedin.com/in/rebecca-a-bostwick/
🔗 Rebecca's Website: bostwickstrategygroup.com

About Hiline:
Hiline specializes in R&D tax credits, AI-native accounting solutions, and nonprofit financial services. We help organizations build the financial systems needed to manage complex funding requirements and scale sustainably.

Schedule your free consultation: hiline.co/get-started