Case Study: McKenzies Group streamlines fee processing with Codeless Platforms BPA Platform

Automating costly administration and enforcing practice rules for chartered accountants

McKenzies Group, a chartered accountants firm, faced challenges with manual administration that was strangling cash flow, including repetitive fee invoice processing and time-consuming report generation. To address this, the firm turned to the BPA Platform from vendor Codeless Platforms, which it accessed through its existing Advance PM practice management solution, to automate these costly processes.

The solution implemented by Codeless Platforms used data integration and notifications to monitor fee generation, automatically validate data, and produce and send invoices. This resulted in fees being generated more quickly, repetitive admin being removed, and reports being automatically produced, leading to a substantial improvement in the company's cash flow and providing staff with greater insight into each account.

McKenzies Group

Greg Mackay

Software Consultant