Case Study: Resource Accounting saves five hours per staff member weekly with SuiteFiles

Resource Accounting - Customer Case Study

Resource Accounting, a cloud-first accounting practice, faced the challenge of inefficient, manual document workflows. Using Google Drive, their team spent significant hours setting up client folders and files, which were not synced with Xero Practice Manager. This manual process led to errors, duplication of work, and slowed productivity, making it difficult to maintain consistency as the company grew.

By implementing SuiteFiles, the firm automated its document lifecycle through templated folder structures and a two-way integration with Xero Practice Manager. This created a single source of truth for client information. The solution from SuiteFiles dramatically reduced manual setup, saving an average of five hours per staff member per week and allowing the team to focus more on client engagement.

Resource Accounting

Craig Bruce

Director