Case Study: Infinity Advisory & Planning reclaims a day per week with Zapbi

Infinity Advisory & Planning - Customer Case Study

Infinity Advisory & Planning, an accounting practice in Boorowa, New South Wales, was spending too much time on manual reporting and tax-lodgement tasks, especially reconciling data from Sage HandiSoft with the ATO client list. The firm needed a faster way to streamline reporting and reduce time-consuming processes.

Zapbi implemented Sage Data Hub Accountant Edition to connect Infinity Advisory & Planning’s data sources and automate custom reporting and client-list matching. The result was quicker data extraction, easier management reporting, and better visibility into staff and client activity, with Nyree Ashton saying Zapbi’s solution saves about one day per week on tax compliance alone.

Infinity Advisory & Planning

Nyree Ashton

Owner