Case Study: ClockworX improves client retention with Syft Analytics

How a NZ Xero Award Winning Firm Uses Syft to Improve Client Retention

ClockworX, an award-winning bookkeeping firm, faced the challenge of helping their clients better understand financial data to overcome cash flow concerns and make better business decisions. They sought a tool to provide more value beyond standard bookkeeping to improve client retention. They found a solution in the analytics and reporting software from vendor Syft Analytics.

By implementing Syft Analytics, ClockworX gained access to visually pleasing and easy-to-understand reports. The solution provided an efficient and automated way to produce month-end reports, which wowed clients and became a key selling point. The results included improved client retention and engagement, as clients could now easily see their financial trends. The vendor, Syft Analytics, also provided exceptional customer service and a business-partner approach, which further supported ClockworX's goals.

ClockworX

Angela Fisher

Co-Founder and Director