Kendons was the first accounting firm in Australasia to trial Precision: the intelligent data toolkit designed to improve data quality and turn accountants into financial advisors.
The team was spending hours manually checking client Xero files to ensure the data was accurate and up to date. Producing monthly dashboards with accurate data was a real problem, as was getting the time to step away from the compliance work to offer business advisory.
They needed a solution to help them build a full picture of their clients’ financial data, identify bookkeeping issues before they became problems and proactively approach clients. Here’s how Precision helped.