Case Study: Altus Financial achieves stronger data integrity and time savings with Workato

How Altus Financial, a Top Australian Accounting Firm, Uses Enterprise Automation to Ensure Data Integrity

Altus Financial, a chartered accountant and wealth advisory firm in Australia, needed a better way to keep client data consistent across systems. Its old on-prem accounting software, MYOB, did not integrate well with NetSuite, forcing staff to manually re-enter changes and creating data integrity issues. Altus Financial chose Workato and its automation platform to help connect Xero with NetSuite.

Using Workato, Altus Financial built and launched a bi-directional workflow between Xero and NetSuite in less than six weeks. The solution eliminated duplicate data entry, saved administrative staff significant time, and improved data integrity by ensuring the same client information existed in both systems. Workato also positioned Altus Financial to extend integrations to a future CRM and other apps.

Altus Financial

Valerie Alexandrova

Operations Manager