Case Study: PKF Ignite cuts client engagement time to under eight hours with Ignition App

Transforming a weeks-long engagement process into a day

PKF Ignite, a bespoke cloud-based accounting solution and extension of PKF South Africa, faced a time-consuming and admin-heavy engagement process. Before using Ignition App, proposals and engagement letters took hours to prepare, then could take weeks to move through internal approval, client signature, and manual follow-up, with additional time needed to enter details into billing systems that did not connect.

With Ignition App, PKF Ignite could use engagement letter templates, auto-populate terms and customer details, collect proposal, contract, and payment terms with one signature, and generate monthly recurring invoices in Xero. The company said its average start-to-finish engagement time fell to within eight hours, and creating proposals and engagement letters now takes under ten minutes.

PKF Ignite

Nicole Rousseau

Head