Case Study: Accurise achieves enhanced client visibility and control with Xledger

How We Provide Our Clients With Visibility And Control

Accurise is an outsourcing accounting firm specialising in management accounts, bookkeeping and business information. Facing manual, fragmented processes that left clients disconnected from their numbers and lacking insight and control, Accurise sought a modern, scalable finance solution and went live with Xledger in February to serve larger, more complex clients while improving onboarding and customer experience.

Xledger provided an all‑in‑one cloud finance platform—real‑time reporting, document management, approvals, payment integration, consolidation and scalable onboarding—and Accurise completed a two‑month Xledger training so clients require minimal configuration. The result: fewer manual emails and errors, faster client onboarding, enhanced visibility through live dashboards and drill‑down reporting, the ability to serve bigger clients, and uninterrupted remote operations during COVID‑19—delivering a measurable boost to service quality and competitive advantage for Accurise.

Accurise

Rob Howard

Chief Executive Officer