Case Study: Welsh Council for Voluntary Associations streamlines reporting with AccountsIQ

AccountsIQ is helping WCVA with everything from trustee reports to SORP reporting

Welsh Council for Voluntary Associations (WCVA), the national membership body for voluntary organisations in Wales, needed a better finance system after becoming dissatisfied with its existing Exchequer setup. WCVA was struggling with limited reporting, high extra charges for custom reports, and a clunky server-based system that became especially problematic during lockdown and the shift to home working.

WCVA chose AccountsIQ for its reasonable, flexible pricing and cloud-based functionality, and used it to automate bank reconciliations, streamline approvals, and improve multi-dimensional reporting for trustees and SORP needs. With AccountsIQ, WCVA has reduced manual work, made reporting much easier, and gained a system that the finance team and wider organisation find intuitive and increasingly powerful.

Welsh Council for Voluntary Associations

Tracey Marsh

Finance Director