Case Study: Operio achieves faster, simpler client accounting with Receipt Bank

Operio - Customer Case Study

Operio, a comprehensive accounting consulting service for SMEs and a division of Raymond Chabot Grant Thornton, sought a streamlined, technology-driven approach to make client accounting easier. Their challenge was to implement a simple and efficient structure for their clients, minimizing the complexity of the applications they needed to use. To achieve this, they partnered with Receipt Bank as a core component of their service offering.

By making the Receipt Bank app mandatory for all clients, Operio created a simple process where clients only need to take pictures of their documents. The solution from Receipt Bank centralized all client data, allowing Operio's team to provide faster, more accurate financial information and do more with their existing resources. The results have been highly positive, with over 100 clients onboarded and new clients joining at a rate of ten per week. Receipt Bank enabled the firm to work more closely with clients and manage business efficiently from a mobile device.

Operio

François David

Sales and Operations Manager