Case Study: ZTX Advisors achieves 75% less data entry and 10x revenue growth with Sage Intacct

Texas-based ZTX Advisors uses Sage AutoEntry to help clients grow their business

ZTX Advisors is a Texas-based accounting and bookkeeping firm founded in 2017 that helps small and online businesses understand their finances. The firm struggled with time-consuming manual data entry and account clean-ups—tasks that ate up capacity, slowed client turnaround, and limited growth.

By adopting AutoEntry to automate transaction and document capture, ZTX cut data-entry hours by 75% (turning week-long clean-ups into eight-hour jobs), accelerated client delivery, and freed staff for billable work. The firm reports a 10x increase in revenue from added billable hours and a 60% growth in its client base, while delivering faster service and greater tax savings for clients.

ZTX Advisors

Jose Zavala

CEO and Founder