JM Keehn Accountancy ยท Boutique accounting and business management firm, Los Angeles
Scaled a 100+ client practice without adding headcount
A 35-year-old business management firm serving entertainment clients, restaurants and medical practices moved from QuickBooks Desktop, Agilink and spreadsheets to Docyt. Two people who spent 40 hours a week entering bills now save about 25 hours a week, and review time fell 10 to 15 hours a week.
The situation
JM Keehn's team keyed bills for 100+ clients by hand across QuickBooks Desktop, Agilink and spreadsheets. Two people spent 40 hours a week on data entry alone.
What Docyt did
Docyt's Invoice Agent, Document Matching Agent and Reconciliation Agent took over bill entry, matching and reconciliation across the client base, with the firm's staff reviewing exceptions on one console.
The result
About 25 hours a week saved on bill entry and 10 to 15 on review, statements the partners call the cleanest they have seen, and growth without adding staff. "For the business management industry, Docyt is a game-changer. We've scaled dramatically without increasing staff."
“These were the cleanest statements we've ever seen. It made tax prep so much easier.”
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See how Docyt Enterprise Suite automates payments, accounting, and business intelligence, on one ledger.
- Control spend
- Stop revenue leakage
- Zero-day close
- Forecast with confidence