Will automation replace accountants? Hardly, but automation and AI will certainly make a difference to accountant’s workflows and efficiencies. Join this 45-minute webinar to learn how to automate your workflows, start projects fast and intelligently, and delight even the most skeptical clients. You’ll see automation trends, technology solutions and accounting firm testimonials. What You’ll Learn: • The impact of limited or poor automation: delayed work, damaged client relationships and sluggish billings • How automation helps accountants during disruptive financial times • The role AI plays in modern accounting practices • Real-world examples of two accounting firm’s automation transformations • How to get started so you can weather this disruptive period and stay competitive

2. ● Logistics
○ Attendee’s lines have been muted
○ Ask questions in the Questions tab
○ Chat directly with us through the Chat tab
○ Download the deck from the Handouts tab
○ This session is being recorded
● Intro Jeremy and Lyle
Introduction

3. Avii
CEO and Co-founder
Lyle Ball
NXT Level Collaborative Solutions
Owner and Founder
Jeremy Schroeder

4. ● The impact of limited or poor automation
● How automation helps accountants during
disruptive financial times
● The role AI plays in modern accounting
● Examples of automation transformations
● How to get started
What you’ll learn

5. The impact
of limited or poor
automation

6. ● Too many surprises
● Delayed work
● Jumping between systems
● Damaged client relationships
● Sluggish billings and increased write-offs
The impact of limited or
poor automation

7. How automation
helps during disruptive
financial times

8. ● Real-time information
● Maintain work volume and service levels
○ Eliminate busy work
○ Set up and start projects faster
○ Keep clients involved and informed
○ Automatically assign top performers to important projects
○ Reduce lag time
○ Surface KPIs to make real-time adjustments
○ Minimize surprises
○ Improve billing process and profitability
How automation helps during
disruptive financial times

9. In which area may automation
make the biggest impact to
your firm?
Poll #1

10. The cost of
automation

11. ● The actual cost of the applications
● The cost of lost opportunities
● The cost of inefficiencies
The cost of automation

12. How many disparate
applications are you using in
your firm?
Poll #2

13. Software
Calculator
How much are you really spending
on accounting software?
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14. Real-world examples of
automation transformation

15. HEADQUARTERS
U.S. West
SIZE
Regional
AUTOMATION LEVEL
Advanced
CHALLENGE
● Workflows lacked speed & stability
● Disparate systems jeopardized accuracy
● Limited insights into projects and staff
● Wanted to improve client correlation
AUTOMATION IMPACT
● 500+ hours per week saved
● 300+ billable hours per week increased
● 75% client satisfaction improvement

16. HEADQUARTERS
U.S. East
SIZE
Top 25 National Firm
AUTOMATION LEVEL
Advanced
CHALLENGE
● Manual work and tracked information
requests in spreadsheets
● Inaccurate and past due work
● Confusing email communications
● Unsecure email transactions
AUTOMATION IMPACT
● 1 hour saved per user per day
● 50% increase in billable hours
● 75% client satisfaction improvement

17. 3 Ways to Get Started

18. Download the
Software Calculator
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Request a Free
Software Audit
Try Avii Workspace
Free for Analysis & Trial
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19. ● Why it matters
● Q&A with Jeremy and Lyle
● You’ll receive a copy of the slide deck
● You’ll receive a recording of the webinar
Takeaways

20. To learn more:
visit avii.com