Brief

This accounting company needed our help to manage their clients efficiently. Each accountant had nearly 50 clients and conducted work manually. They needed a system that was easy to use and manage all their sales orders and invoices. Cash flow issues were faced so they wanted to shorten the cycle between fulfillment and getting paid. They were unable to analyze finances properly due to poor financial reporting. 

Solution

We built a cloud-based platform that meets the needs of the accounting company for programs and services that help them to efficiently manage their finances. In addition to popular programs for invoicing, accounting, inventory, payroll, and expense management, we integrated different APIs of industry-specific solutions from their suppliers into the platform. 

We created a functional platform that includes every action at any time on only one platform. This solution helped our client to collaborate and share their work within the company in an efficient way. An important feature that helped our client even more is its suitability to work even when traveling, via the mobile app. 

Outcome

Through the platform, the company is able to efficiently manage its clients. The manual work is reduced and the processes are automated and digitized. Now, they have a clear overview and access to their current financial position in real-time. This allowed them to make better business decisions.