Case Study: Segue Partners achieves client-facing visibility and automated accounts payable approvals with Tallyfy

Outsourced service provider offers their clients visibility into service for the first time

Segue Partners, a fast-growing outsourced administrative accounting firm, faced limited visibility and inefficient client collaboration for their monthly accounts payable processes, relying on email and phone to manage approvals and share documents. To solve this, they adopted Tallyfy to let clients track AP runs, automate approvals, and ensure secure, role-limited access.

Tallyfy implemented guest-user access, customizable runs with deadlines and file-requirements, visual progress tracking, commenting, and run archiving for compliance. As a result, clients were up and running in minutes, staff gained clear process ownership and reduced email/phone overhead, and Segue Partners now has audit-ready archives that make finding files and answering auditor questions faster — delivering measurable time savings and greater client visibility with Tallyfy.

Segue Partners

Michelle Murray

Managing Director / CPA