Case Study: AC Risk Management achieves 400% financial efficiency with Accounting Seed

AC Risk Management increases financial efficiency by 400% with accounting automation and custom reporting

AC Risk Management, an insurance brokerage serving construction companies, needed a more flexible accounting system than its rigid legacy platform could provide. The company wanted automation for back-office tasks without losing its personal, hands-on customer approach, and it turned to Accounting Seed on Salesforce with help from implementation partner Ayodia.

Accounting Seed implemented accounting automation, real-time dashboards, and custom reporting tailored to AC Risk Management’s business. The results included a 500% increase in the premium customer base, 400% higher financial efficiency, a monthly close cut from three weeks to one day, and policy-record creation reduced from two hours to five minutes.

AC Risk Management

Matt Avellino

Founder and CEO