ARGI streamline the Client Engagement Process

ARGI tasked Autymate with designing and developing a client engagement automation solution to extract and export client financials from Quick Books Online and Quick Books Desktop into an industry-specific chart of accounts (COA).  Solving this problem would allow ARGI to deliver a high-margin, value-priced real-time financial reporting solution with a compelling ROI.  ‍ Historically, ARGI accounting staff would manually create and populate an industry-specific COA for each client. Creating a new COA required manual input, including:   Reorganization of existing COA  Reclassification of accounting entries Recategorization of accounting transactions  Re-allocation of the client's previous COA and accounting transactions Before-After CPA Client Engagement Automation Illustration ‍ AFTER Autymate created the perfect Client Engagement Automation tool which included: • Automated, No Touch Daily Report Builder • With Autymate’s no-touch solution, ARGI can now electronically extract and import financial data from new and existing clients in less than an hour • Auto mapping and reorganization of existing client COA to ARGI’s proprietary industry-specific COA • Auto mapping and reclassification of mischaracterized accounting entries • Auto mapping and recategorization of accounting transactions • Real-time reporting 24/7. • Dashboard notifications and alarms on essential events, including overdrafts/low cash balance, unreconciled  account alarms, outstanding AR, etc. Before-After AUTYMATE Organizes Data to Enable Informed Real-Time Decision Making Illustration ‍