75%less analysis time
Outsourced accounting firm
Financial reviews moved to exceptions only. Summary effort fell 90%, and each analyst oversees three times as many clients.
Intake, workflow and billing run in one system, leaving partners more time for client work.
Insurance agencies and TPAs, accounting, law, property management, staffing and engineering firms.
Intake arrives by email, and quotes and proposals are built by hand.
75%less analysis time
Financial reviews moved to exceptions only. Summary effort fell 90%, and each analyst oversees three times as many clients.
40%revenue growth
A unified delivery platform grew revenue 40% without adding overhead and improved EBITDA by 30%.
10xclients per manager
An API platform let account managers serve ten times as many clients and supported 3x growth without adding support staff.
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