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Case Studies

Check out some of the custom automations we have built our customers to eliminate their firm's manual tasks, saving them hours each month to focus on profitable client work.

By Korey Cournoyer 09 Jan, 2024
The implementation of an automated system helped streamline processes for our client. The conversion from a monthly deposit to daily cash conversion has significantly increased their cash flow, while also producing cleaner data due to daily entries. This has not only allowed us to save our client’s accounting team 10 hours each month, but also improved their overall accuracy and efficiency.
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