Case Study: Apera Asset Management simplifies multi-entity consolidation with AccountsIQ

Apera Asset Management streamlines 7-entity consolidation with AccountsIQ

Apera Asset Management, a fast-growing financial services firm with multiple entities across Europe, faced challenges with complex multi-jurisdictional accounting and cumbersome manual consolidation after outgrowing Xero. They needed a more powerful system to handle foreign exchange and compliance across different countries. They chose the AccountsIQ financial consolidation and accounting platform to solve these issues.

AccountsIQ provided a consolidated multi-entity system that automated financial processes and integrated with Expensify for expense management. This solution eliminated the need for error-prone spreadsheets, saved significant time on consolidation and reporting, and removed all paper from their processes. The team at Apera Asset Management found that AccountsIQ met all their expectations, providing a much more powerful system that saved them considerable administrative effort.

Apera Asset Management