Case Study: Joyce | Dickson achieves faster cash flow and time savings with Codeless Platforms BPA Platform

Automated notifications, reports and workflow for chartered accountants

Joyce | Dickson, a chartered accounting firm, faced challenges with cash flow and inefficient resource allocation due to the manual process of monitoring and chasing overdue invoices. Their admin team was spending significant time on debtor management, which took away from other productive tasks. The firm turned to Codeless Platforms to implement an automated solution using their BPA Platform integrated with their existing MYOB Practice Manager AE accounting software.

Codeless Platforms' BPA Platform automated the firm's reminder notifications, report distribution, and staff alerts. This solution dramatically improved the timeliness of client payments, reducing debtor follow-up time from several hours to under an hour per fortnight. The automation saved the firm roughly 35 hours and $1000 in wages every two weeks, while also significantly reducing the amount of capital tied up in overdue invoices by well over $100,000.

Joyce|Dickson

Clair Oliver

Office Administration Manager