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AIM (Avon Insurance Management) is a leading insurance brokerage firm providing comprehensive personal and commercial insurance solutions across multiple locations. Their diverse portfolio spans auto, home, business insurance, and group benefits, serving clients across various range of industries.
7-8 months of unprocessed transactions for 2023 with thousands of entries requiring manual processing
Non essential expense not being tracked, leading to budget over runs
Historical data trapped in QuickBooks Online needing migration and reconciliation
Time-consuming manual creation of direct billing invoices and agency billing documentation
No automated system for commission calculations and payment tracking
Lack of RIBO-compliant reporting system and real-time financial insights
Manual sales tax reconciliation between Power Broker and Zoho Books
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Manual receipt collection and expense tracking process
Time-consuming reimbursement approvals and tracking system
No mobile-friendly solution for receipt capture and processing
Leveraged Zoho Books' advanced transaction categorization rules to clear 8-month backlog within 30 days
Setting up the right chart of accounts to track expenses appropriately and identifying non-essential expenses to keep them within budget
Migrated historical accounting data from QBO along with attachments within 7 dayswith Zero Business Downtime
Developed integrated solution using Zoho Books and Zoho Flow for automated invoices and bills generation
Created custom functions in Zoho Creator for precise commission calculations and payment reconciliation
Customized Zoho Analytics for producing RIBO-compliant reporting and real-time insights
Implemented sales tax reconciliation between Zoho Books and Power Broker, identifying missed revenues in Zoho and highlighting the exceptions
Implemented Zoho Expense with mobile receipt scanning and auto-data capture
Streamlined reimbursement process with one-click approvals and tracking
Integrated expense data directly with Zoho Books for real-time financial reporting
Book a complimentary consultation today to explore how our tailored solutions can streamline your operations
"Automate Accounts transformed our bookkeeping backlog into a streamlined, automated system within just 30 days. Their expertise with Zoho Apps not only solved our immediate challenges but created sustainable automated solutions for our billing and reporting processes. Their ability to identify missed revenue while optimizing expenses proved they're not just service providers, but true partners in our financial success."
— Dan Avon, President, AIM Insurance
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Close more deals, automate workflows, and build lasting customer relationships with the Zoho CRM for growing businesses. or Close deals faster and build lasting relationships with Zoho CRM.
Explore app
AIM (Avon Insurance Management) is a leading insurancebrokerage firm providing comprehensive personal and commercial insurance solutions across multiple locations.
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Whether you’re seeking to streamline your operations, enhance efficiency, or secure your data, our team at Automate Accounts is dedicated to provide personalized, cutting-edge solutions tailored to your business needs. Get in touch to discover how we can elevate your business to new heights
285 Taunton Rd E, Oshawa, ON- L1G 7L1, Canada
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Automate Accounts specializes in bookkeeping and
automating business processes, enhancing efficiency,
and growth for service businesses across North America.
285 Taunton Rd E, Oshawa, ON-L1G 3V2, Canada
