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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

  2. Introduction 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

  3. Jeremy Schroeder Lyle Ball Owner and Founder CEO and Co-founder NXT Level Collaborative Solutions Avii

  4. What you’ll learn ● 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

  5. The impact of limited or poor automation

  6. The impact of limited or poor automation Too many surprises ● Delayed work ● Jumping between systems ● Damaged client relationships ● Sluggish billings and increased write-offs ●

  7. How automation helps during disruptive financial times

  8. How automation helps during disruptive financial times 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 ○

  9. Poll #1 In which area may automation make the biggest impact to your firm?

  10. The cost of automation

  11. The cost of automation The actual cost of the applications ● The cost of lost opportunities ● The cost of inefficiencies ●

  12. Poll #2 How many disparate applications are you using in your firm?

  13. Software Calculator How much are you really spending on accounting software? DOWNLOAD

  14. Real-world examples of automation transformation

  15. HEADQUARTERS SIZE AUTOMATION LEVEL U.S. West Regional Advanced CHALLENGE AUTOMATION IMPACT Workflows lacked speed & stability 500+ hours per week saved ● ● Disparate systems jeopardized accuracy 300+ billable hours per week increased ● ● Limited insights into projects and staff 75% client satisfaction improvement ● ● Wanted to improve client correlation ●

  16. HEADQUARTERS SIZE AUTOMATION LEVEL U.S. East Top 25 National Firm Advanced CHALLENGE AUTOMATION IMPACT Manual work and tracked information 1 hour saved per user per day ● ● requests in spreadsheets 50% increase in billable hours ● Inaccurate and past due work 75% client satisfaction improvement ● ● Confusing email communications ● Unsecure email transactions ●

  17. 3 Ways to Get Started

  18. Download the Request a Free Try Avii Workspace Software Calculator Software Audit Free for Analysis & Trial DOWNLOAD APPLY TRY FREE

  19. Takeaways ● 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 ●

  20. To learn more: visit avii.com

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