"Before implementing AccountsIQ, our prior system was server-based, expensive to run, and full of manual processes for sales, purchase ledgers, and banking."

• SCVO’s finance team was reliant on a server-based system that was:

• Expensive to maintain

• Heavy on manual processes (sales and purchase ledgers, bank reconciliation, reporting)

• Dependent on IT to generate new reports, creating bottlenecks and frustrations

• The lack of flexibility meant the small finance team was spending too much time on admin, leaving little space for strategic, value-added work.

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"The solution is cost-effective, intuitive, and easy to use."

• Martin sought a cloud-based finance system that integrated with Salesforce and simplified reporting. AccountsIQ stood out for its:

• Seamless Salesforce integration

• Intuitive, easy-to-use interface

• Smooth onboarding with strong support, especially in setting up the general ledger and reporting structure

How it works in practice:

• Salesforce integration eliminated repetitive manual data entry with one-click automation

• Bank feeds streamlined reconciliation and reduced errors

• Excel integration provided fast, accurate, real-time reporting

• A cost-effective and agile platform that evolved with SCVO’s needs

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