MineralTree Value & Positioning
Name any two of MineralTree’s five core value pillars.
Deep ERP Integration, Operational Efficiency, Strategic Insights, Security & Compliance, Scalability & ROI.
Where is the most common place a CSM or client can quickly identify and diagnose ERP sync issues in MineralTree?
The Sync Error Report, which lists failed postings, error codes, and root causes across all ERP Integrations.
Which two payment methods help clients reduce paper check costs?
ACH and Virtual Card (SilverPay).
What’s the function of MineralTree’s Smart Routing Engine?
Automatically routes invoices to the correct approvers based on defined rules (e.g., department, amount, or vendor).
Name the four Emotional Intelligence 2.0 skill areas.
Self-Awareness, Self-Management, Social Awareness, Relationship Management.
Which part of MineralTree’s value proposition most directly addresses manual data entry pain points?
OCR-powered Invoice Capture, which automates data extraction and reduces manual entry errors by over 99%.
What’s a key difference between QuickBooks Desktop and QuickBooks Online integrations?
Desktop connects through MineralTree’s Desktop Connector, while Online connects via API for real-time sync
What partner does MineralTree use for ACH and Virtual Card?
Priority Payments
What are the four main user roles in MineralTree?
Admin, Accounting Manager, Invoice Approver, Payment Approver.
You notice a client’s tone shift during a meeting. Which skill are you using?
Social Awareness — reading emotional cues and adjusting communication.
How does MineralTree address clients’ concerns about security and compliance?
Through enterprise-grade encryption, audit trails, RBAC permissions, and certifications such as SOC 2, GDPR, and PCI DSS
In Sage Intacct, what is “dimensional accounting”
Tagging transactions with attributes like department, location, or project to enable flexible reporting and analysis.
What’s the typical ACH payment timeline CSMs should set with clients?
4–5 business days for funds to reach the vendor.
Which workflow principle enforces compliance and prevents fraud?
Segregation of Duties (SoD) — separating roles for invoice entry, approval, and payment.
What is the foundation of all other emotional intelligence skills?
Self-awareness — understanding your own emotions and their impact on others.
When speaking with a CFO, how should a CSM define MineralTree’s overall ROI benefit in one phrase?
(Key words/themes accepted)
Faster processing, lower payment costs, and reduced labor through automation and integration with existing ERPs.
What is the main purpose of MineralTree’s ERP integrations?
To automatically sync invoice, vendor, and payment data between MineralTree and the client’s accounting system bi-directionally.
Why are Virtual Cards (SilverPay) a key opportunity during renewals?
They generate rebates, improving client ROI and reinforcing MineralTree’s value proposition.
What does "Multiple Approval Tiers" mean in MineralTree?
It allows invoices to require approval from multiple users or departments before payment, based on amount thresholds or business rules.
What’s the first thing a CSM should do when a client is upset or frustrated?
Listen actively and acknowledge their emotion before offering a solution.
What is the opening line of MineralTree’s 30-second elevator pitch?
“MineralTree automates the entire AP process — from invoice capture to payment — while integrating directly with your ERP.”
How does MineralTree handle NetSuite custom fields?
Supported custom fields can be pulled and displayed in MineralTree for coding, routing, or reporting if exposed in NetSuite.
How can CSMs use payment data during a QBR to show MineralTree’s impact?
By highlighting reduced check volume, increased vCard adoption, faster cycle times, and rebate gains.
How does workflow automation reinforce MineralTree’s 30-second pitch?
(Key words/themes accepted)
It shows how automation eliminates manual steps, accelerates approvals, and delivers measurable efficiency and scalability.
How does high emotional intelligence contribute to retention?
(Key words/themes accepted)
It builds trust, strengthens long-term partnerships, and turns tense moments into loyalty opportunities.