Case Study: William Buck achieves faster, more efficient client onboarding with Workato

How William Buck Leverages Workato to be More Competitive

William Buck, a leading chartered accounting and advisory firm across Australia and New Zealand, was looking to modernize its IT operations after bringing previously outsourced processes back in-house. The firm needed to eliminate siloed systems, reduce double handling of data, and speed up client onboarding while supporting a more competitive, customer-first business model. Workato helped address these challenges with its automation and integration platform.

Using Workato, William Buck connected its internal data warehouse with apps like APS, BGL, Marketo, Xero, and Xplan to streamline data flow and improve integrity. The result was faster integrations, with one integration built in less than two months instead of 3–4 months per connector, and client record updates that now take almost no time instead of about 15 minutes manually. Workato also reduced manual reporting and helped the IT team focus on more strategic work.

William Buck

Ban Ch’ng

Senior IT Manager