Accounting

One operating system for a mid-tier accounting firm

We replaced AccountsBridge's stack of subscriptions with a single system that runs their clients, staff, and internal flows, and we serve their clients' IT needs too.

One system, not a dozen subscriptions

The challenge

AccountsBridge, a mid-tier accounting firm, was running on a stack of separate tools that did not talk to each other. Client work, staff workflows, and internal operations each lived in a different subscription, and the gaps between them were filled by hand.

What we built

We built them one custom operating system: a single place that runs their clients, their staff, and their internal flows, shaped around how the firm actually works. As a partner, we also take on their clients' IT needs, so the firm can offer more without growing headcount.

The outcome

The subscriptions collapsed into one system the team owns. The busywork between tools went away, and the firm has a platform it can grow on rather than a pile of apps to hold together.

Have a problem like this?

Tell us the bottleneck that costs you the most. If we can build the system that fixes it, we commit. If we cannot, we say so.