Case Study: Advisor360 accelerates close and streamlines accounting with Campfire

Advisor360 accelerates close to 3 days with Campfire

Advisor360°, a provider of AI-native wealth management technology, faced challenges modernizing its core accounting workflows to support rapid growth. Using NetSuite, their lean four-person team was burdened by manual processes, such as cash transaction coding and inflexible amortization schedules, which consumed significant time and introduced errors. Seeking a cutting-edge solution, they partnered with Campfire, an AI-native ERP platform.

Campfire implemented its AI-native ERP to automate and streamline Advisor360°'s accounting operations. The solution automated 90% of cash transaction coding and provided flexible amortization management. This resulted in the team saving over 8 hours monthly on reconciliations and cutting their close time from 6 days to just 3. These efficiencies allowed the lean team to manage global operations without adding headcount and reallocate time to higher-value work.

Advisor360