Case Study: Baker Tilly eliminates manual reconciliation with Rabbet

Baker Tilly Eliminates Manual Reconciliation with Rabbet

Baker Tilly, a top ten advisory tax and assurance firm, needed to modernize its accounting operations and eliminate time-consuming manual processes. The team was spending hours compiling PDFs for draw requests, reconciling scattered Excel files, and managing the risk of errors, duplicate payments, and data silos. To address these challenges, Baker Tilly turned to Rabbet.

With Rabbet, Baker Tilly consolidated project data into a unified system and eliminated manual draw creation and reconciliation. The result was streamlined workflows, improved efficiency, reduced errors, and stronger client reporting and trust. Baker Tilly also expanded its client base without adding staff, while freeing up more time for client relationships, according to Jennifer Lamb, Senior Manager, Finance at Baker Tilly.

Baker Tilly

Jennifer Lamb

Senior Manager, Finance