Industry
Accounting Firms
Accounting and finance outsourcing firms that need to scale without losing quality.
Challenges
Main challenges
- Manual consolidation of balances across many clients
- Rework during the monthly close
- Little differentiation beyond the technical service
- Difficulty offering analysis and reporting to clients
Indicators
Relevant indicators
- Average time per client
- Closing lead time
- Profitability per client
- Satisfaction index
Automation
Processes that can be automated
- · Automatic document extraction
- · Bank reconciliations
- · Trial balance consolidation
- · Monthly client reports
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