Remote Work Finances Playbook

Automate your accounting with digital tools


Managing finances remotely is simpler if you have the right tools. Software makes it easy to file and store receipts, complete basic bookkeeping, manage payroll, and collaborate with your team. 

There are thousands of solutions to make your financial life simpler. Here are a few favorites that can help automate your accounting.

Remote accounting tools


Bench provides virtual bookkeeping services to do your bookkeeping for you, with a simple online dashboard to keep tabs on your finances.


Expensify makes it easy for entire teams to manage and record expenses, scan receipts, and share it. Expensify works great for business travel, but it’s also an excellent solution when your team is spread out working remotely.


Gusto is a platform for running payroll, managing benefits, and supporting your team. It offers full-service payroll, as well as help with compliance and employee finance tools.

Remote collaboration tools


RingCentral makes it easy to meet remotely using its desktop and mobile apps, which include video conferencing, a business phone system, team messaging, and more:

RingCentral app

Google Drive

Google Drive provides a number of collaboration tools available in the cloud. All of these tools dynamically update in real-time, making it easy to work together. These tools include Google Documents (for word processing), Google Sheets (for spreadsheets), and Google Slides (for presentations). 

đź’ˇ Pro-tip:

The Google Drive for RingCentral App allows you to pull any document, presentation, image, video, or other file right into a conversation without ever leaving the RingCentral app.

Asana and Trello

Asana and Trello are project management tools that the entire team can use. They’ll help you manage projects and keep track of tasks, which is especially important when working remotely. Asana and Trello both allow you to pull updates directly into your RingCentral team collaboration app, making it easy to stay on top of your projects.

Remote banking resources


When working remotely, there’s no need to visit the bank. Why not find one that’s online? Azlo is a 100% online bank that can meet all small business needs—it’s tailored specifically to small businesses.

Bank of America

Bank of America is a big bank with big incentives. For example, there’s a $200 sign-up bonus for new business checking customers. It’s a great online banking choice, as it has a robust web experience and mobile app, complete with a virtual assistant called Erica.


NerdWallet creates resources for making good financial choices. It has information on how to select a bank, compares business credit cards, and much more.

Remote filing, storage, and recordkeeping tools


Evernote offers document scanning via their app, which allows you to scan important documents from a smartphone. Using Evernote, you can scan all receipts and other important paperwork needed for bookkeeping. Evernote integrates with RingCentral, making it easy to share Evernote files with your team in a group chat right from the RingCentral app:

Shoeboxed’s Magic Envelope

Don’t have the time to scan everything? You can use Shoeboxed’s Magic Envelope. Shoeboxed sends you an envelope, which you fill with your receipts and other paperwork and send back. Then, the records are digitized on your behalf.


SmartVault is an all-in-one solution for storing documents and sharing files. It makes it easy to centralize documents and share them with others. It also integrates with most remote accounting tools.

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