Case Study: Clicktools achieves faster global billing and dramatic time savings with FinancialForce Accounting

Clicktools - Customer Case Study

Clicktools, a global provider of cloud-based survey software, needed its accounting to match its “living in the cloud” values and to support rapid, multi-location growth. Their on-premises Sage system caused manual re-keying, time-consuming currency conversions (affecting ~60% of business), and couldn’t handle varied sales tax or the company’s expanding international footprint—so they selected FinancialForce Accounting to replace Sage.

FinancialForce implemented cloud-based FinancialForce Accounting integrated with Salesforce, creating a single customer record and automating invoicing, multi-currency conversion and tax handling across US and UK offices. The FinancialForce solution eliminated manual errors, shortened the billing cycle by 2–3 days per month, streamlined month-end processing, enabled compliant local and dual-currency reporting, and freed staff to focus on higher-value tasks.

ClickTools

Mary Flynn

Accounting Technician