Customer:
Jitasa Group
Industry:
Non Profit Accounting Services
Website:
https://jitasagroup.com
Product Used:
CPA Client Engagement Automation Solution
“Autymate's Client Engagement Automation Solution allows us to monitor and comply with all aspects of our Customer SLA and provides Jitasa management with real-time access to actionable client KPIs and employee performance data, replacing expensive, time-consuming manual tracking processes.”
The Challenge
The challenge for Jitasa was how to monitor timely completion of bookkeeping and reconciliation services by Client Account Managers worldwide. Specifically, Jitasa needed real time visibility as to number and $$ amount of uncategorized, unclassified transactions, as well as overdue account reconciliations and spikes in miscellaneous expenses. Part of the Jitasa value proposition is a corporate promise to ensure timely account reconciliations, accurate and timely transaction categorizations and classification via QuickBooks Online for all 350+ non profit clients.
