DG International, a fast-growing freight forwarder founded in 2009, provides logistics services for clients importing into the UK from Asia by sea and air. As part of a major digital transformation, the company adopted AccountsIQ to replace its outdated accounting system and integrate seamlessly with Salesforce and Horizon, its in-house supply chain platform. This case study highlights how AccountsIQ enabled automation, scalability, and real-time financial visibility to support DG’s rapid growth.

The Challenge

DG International began its digital transformation in 2020, aiming to modernise operations and enhance customer experience through automation. While Salesforce and Horizon handled CRM and logistics management, the finance function lagged behind with an outdated, slow system (Open Accounts). Finance processes were manual, prone to duplication, and disconnected from the rest of the business. As DG scaled rapidly, handling over 15,000 consignments annually, it needed a financial management system that could integrate seamlessly with its new digital platforms and support multi-currency, multi-entity operations.

The Solution

The finance team selected AccountsIQ to replace Open Accounts, chosen for its strong track record with integrations, multi-currency support, and ability to scale as DG evolved. AccountsIQ was fully integrated with Salesforce and Horizon in May 2020, creating an automated end-to-end process: sales and logistics data flows directly into AccountsIQ, gross profits are matched to invoices, and digitised documents replace manual filing. Features like in-built filters and coding options further simplified internal reporting.

The Results

With AccountsIQ, DG International has eliminated manual and duplicate data entry, saving significant time and improving efficiency across finance. Automated processes, seamless integration with Salesforce and Horizon, and digitised document storage have reduced costs and enhanced visibility. Multi-currency ledgers in GBP, EUR, and USD enable accurate reporting across global operations, with future expansion to multiple entities already planned. AccountsIQ’s scalable, Cloud-based platform supports DG’s ongoing digital transformation, helping deliver its core goals of cost-effectiveness, convenience, and confidence, while positioning the business for long-term growth.

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