SLIDE 1
- Logistics
○ Attendee’s lines have been muted ○ Ask questions in the Questions tab ○ Chat directly with us through the Chat tab ○ Download the deck from the Handouts tab ○ This session is being recorded
- Intro Jeremy and Lyle
Introduction Logistics Attendees lines have been muted Ask - - PowerPoint PPT Presentation
Introduction Logistics Attendees lines have been muted Ask - - PowerPoint PPT Presentation
Introduction Logistics Attendees lines have been muted Ask questions in the Questions tab Chat directly with us through the Chat tab Download the deck from the Handouts tab This session is being recorded
SLIDE 2
SLIDE 3
Avii CEO and Co-founder
Lyle Ball
NXT Level Collaborative Solutions Owner and Founder
Jeremy Schroeder
SLIDE 4
- The impact of limited or poor automation
- How automation helps accountants during
disruptive financial times
- The role AI plays in modern accounting
- Examples of automation transformations
- How to get started
What you’ll learn
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The impact
- f limited or poor
automation
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- Too many surprises
- Delayed work
- Jumping between systems
- Damaged client relationships
- Sluggish billings and increased write-offs
The impact of limited or poor automation
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How automation helps during disruptive financial times
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- Real-time information
- Maintain work volume and service levels
○ Eliminate busy work ○ Set up and start projects faster ○ Keep clients involved and informed ○ Automatically assign top performers to important projects ○ Reduce lag time ○ Surface KPIs to make real-time adjustments ○ Minimize surprises ○ Improve billing process and profitability
How automation helps during disruptive financial times
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In which area may automation make the biggest impact to your firm?
Poll #1
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The cost of automation
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- The actual cost of the applications
- The cost of lost opportunities
- The cost of inefficiencies
The cost of automation
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How many disparate applications are you using in your firm?
Poll #2
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Software Calculator
How much are you really spending
- n accounting software?
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Real-world examples of automation transformation
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HEADQUARTERS
U.S. West
SIZE
Regional
AUTOMATION LEVEL
Advanced CHALLENGE
- Workflows lacked speed & stability
- Disparate systems jeopardized accuracy
- Limited insights into projects and staff
- Wanted to improve client correlation
AUTOMATION IMPACT
- 500+ hours per week saved
- 300+ billable hours per week increased
- 75% client satisfaction improvement
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HEADQUARTERS
U.S. East
SIZE
Top 25 National Firm
AUTOMATION LEVEL
Advanced CHALLENGE
- Manual work and tracked information
requests in spreadsheets
- Inaccurate and past due work
- Confusing email communications
- Unsecure email transactions
AUTOMATION IMPACT
- 1 hour saved per user per day
- 50% increase in billable hours
- 75% client satisfaction improvement
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3 Ways to Get Started
SLIDE 18
Download the Software Calculator
DOWNLOAD APPLY
Request a Free Software Audit Try Avii Workspace Free for Analysis & Trial
TRY FREE
SLIDE 19
- Why it matters
- Q&A with Jeremy and Lyle
- You’ll receive a copy of the slide deck
- You’ll receive a recording of the webinar
Takeaways
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