Case Study: Aquila Super streamlines SMSF audit workflows with Argo Logic

Aquila Super streamlines audit workflows without adding headcount with Argo Logic

The customer, Aquila Super, a leading SMSF audit and administration specialist, faced the challenge of streamlining its audit process. They needed to reduce manual administrative work, improve internal workflow management, and enhance the user experience for document requests without increasing headcount. To address this, they partnered with vendor Argo Logic for a Salesforce implementation.

Argo Logic utilized Salesforce's workflow automation and community portals to redesign the audit process. This solution provided a seamless portal for document exchange and management, allowing clients to view audit statuses, upload documents, and answer queries. The integration of Xero and Formstack further improved the end-to-end process by providing full access to invoices and audit documents, centralizing operations and increasing operational efficiency for Aquila Super.

Aquila Super