Case Study: 1-800Accountant achieves seamless, real-time bookkeeping and secure client data access with Finicity

Using Technology to Bring a Human Touch to Accounting

1-800Accountant is a nationwide virtual accounting firm that pairs small-business owners with industry- and state-specific accounting specialists. Their challenge was maintaining uninterrupted, accurate, and secure access to clients’ financial data so their proprietary client portal and human advisors could provide timely bookkeeping, tax planning, and payroll guidance. To solve this data-access need they partnered with Finicity for bank-account linking and financial-data aggregation.

Finicity’s data-access and insights services automatically link customers’ bank accounts and pull transactions, statements, account history, and ACH activity into 1-800Accountant’s portal, creating a real-time, turnkey data stream. The result is faster onboarding and bookkeeping (no ongoing data maintenance), fewer manual data-entry tasks and crunch times for reporting and taxes, and more expert time available for client advice — enabling launches like ClientBooks while providing secure, always-up-to-date financial views that clients and staff can rely on.

1-800Accountant

Dave Savoy

1-800Accountant