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63 Case Studies
A Bright Case Study
Francis Bookkeeping Solutions Ltd is a small cloud-first practice run by Mark Francis that struggled with slow, paper-based processes, GDPR paperwork and time-consuming client onboarding. To scale without hiring staff and to move clients onto cloud tools, Francis Bookkeeping Solutions Ltd adopted Bright’s AccountancyManager to replace manual workflows and legacy tools like IRIS OpenSpace.
Bright implemented AccountancyManager’s client portal, automated tasks and notifications, AML and HMRC integrations, and bulk communications to streamline onboarding, approvals and year‑end workflows. As a result, Francis Bookkeeping Solutions Ltd doubled its client base, eliminated the need to hire a receptionist by saving “hours and hours a week,” and improved client authorisations and communication efficiency thanks to Bright.
Mark Francis
Francis Bookkeeping Solutions Ltd