SlideShare a Scribd company logo
● 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
Avii
CEO and Co-founder
Lyle Ball
NXT Level Collaborative Solutions
Owner and Founder
Jeremy Schroeder
● 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
The impact
of limited or poor
automation
● Too many surprises
● Delayed work
● Jumping between systems
● Damaged client relationships
● Sluggish billings and increased write-offs
The impact of limited or
poor automation
How automation
helps during disruptive
financial times
● 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
In which area may automation
make the biggest impact to
your firm?
Poll #1
The cost of
automation
● The actual cost of the applications
● The cost of lost opportunities
● The cost of inefficiencies
The cost of automation
How many disparate
applications are you using in
your firm?
Poll #2
Software
Calculator
How much are you really spending
on accounting software?
DOWNLOAD
Real-world examples of
automation transformation
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
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
3 Ways to Get Started
Download the
Software Calculator
DOWNLOAD APPLY
Request a Free
Software Audit
Try Avii Workspace
Free for Analysis & Trial
TRY FREE
● 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
To learn more:
visit avii.com

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7 Cost-Cutting Strategies to Lower Overhead and Energize AI & Automation

  • 1.
  • 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
  • 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? DOWNLOAD
  • 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 DOWNLOAD APPLY Request a Free Software Audit Try Avii Workspace Free for Analysis & Trial TRY FREE
  • 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