A case study of how Practice Ignition helps an accounting firm reduce admin, increase efficiency, deploy workflows automatically and set up invoices automatically as well. Practice Ignition helps companies scale up to the next level.
Practice ignition xero add-on case study - interactive accounting
We spoke to Interactive Accounting - a Practice Ignition
power user - about the pain of creating and sending
proposals, generating engagement letters and creating
workﬂows after clients accept an engagement letter.
Interactive Accounting was spending too much time
onboarding clients - too many admin hours, too much back
and forth with the client and zero visibility into the whole
onboarding process. On top of this, Interactive Accounting
had to set up Xero and WorkﬂowMax for each job
individually, over and over again.
Practice Ignition made onboarding clients simpler for
Interactive Accounting, making the process fully audit
tracked. Thanks to Practice Ignition, the workﬂow and
invoicing for the entire practice is now automatically
created in Xero and Workﬂowmax - saving Interactive
Accounting hours of time and heaps of money.
Time + Money
“There was a long manual
process involved with admin, like
setting out the engagement letter,
creating invoices and setting up
workﬂow. Before PI all of that was
done manually so no workﬂow got
launched and invoices were not
set up automatically.
“We have had cases where the
whole onboarding was done for a
client in under 30 mins.
From the time the engagement was
sent to the time it was accepted, till
the workﬂow was set up as well as
the invoices were sent to the client,
it took 30 mins.
“We had to go out and ﬁnd our
clients or wait for them to call
“Now we get at least one or two
inbound quote requests directly
from our website. All from this page
- which kicks a proposal straight
into Practice Ignition.
“A lot of back and forth
between client and partners to
ﬁnalize an engagement letter.
“The comments section is so useful
because you can have that
discussion with the client right there
within Practice Ignition. If they need
clariﬁcation on the engagement
letter, you can always give them a
call but a lot of the time, the
question is answered within the
“It was old school. Engagement
letters got approved via
signing, scanning and emailing
back and forth.
“The clients appreciate that the
onboarding process in now very
professional and streamlined. Our
engagement letters through PI
outline clearly what they need to
know like costs, what services are
being provided and the time period
for the engagement.
“We had to set up our invoices
in Xero manually after client
approval of the engagement
“A lot of our clients are on Fixed
priced packages and the creation of
recurring monthly invoices is
automated by Practice Ignition. With
its integration with Xero, the only
thing we need to do is jump into
Xero, approve the invoices and send
it off to our client. The whole
process is completed in minutes.
“We could spend up to 2 hours
setting up the workﬂow based
on an engagement letter.
“The moment the client approves
the engagement letter, Practice
Ignition sets up the entire workﬂow
in WorkﬂowMax automatically. It
saves us hours of time for each
PRACTICE IGNITION + XERO
A MATCH MADE IN THE HEAVENS
Get in touch: firstname.lastname@example.org
Free Trial! Click here