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Case studies

Read success stories, process improvements, testimonials and inspiration from bookkeepers, accountants, their clients & stand-alone companies.

Featured case studies

Wilder Coe Ltd's white logo on a royal blue background
Learn how this investment firm used automation to streamline invoice approvals so they could focus more on providing business solutions and expertise.
Sharesies' yellow logo on a bright pink background
Learn how NZ-born investment platform, Sharesies, uses automated approvals to stay compliant year-round and scale their business.
Wilder Coe Ltd's white logo on a royal blue background
Discover how Wilder Coe adopted automated approvals within their client’s cloud-accounting tech stack and their own finance function.
Grant Thornton's Logo
Grant thornton
How not-for-profit organisations benefit from advisory services and bill automation - a Xero Platinum Partner success story.
Firefly's red logo and brand name on a white background
Learn how Dext Prepare and ApprovalMax work together as a powerful techstack combination to reduce huge amounts of manual work for your finance team.
the name 'iridium' on a white background with green, orange and blue detailing.
How process automation provides continuously growing multinational tech start-ups in Africa with clear workflows and easy data access from any location.
Mazars' logo in blue on a white backrground
How automated approval workflows and the option of approving on the go enable timely management reporting for power plants in the construction phase.
Mazars' logo in blue on a white backrground
Meshed group
How to bring 6 million South African rand worth of unauthorised spending down to zero in just a year and establish reliable cash flow forecasting in the agriculture sector
SW accountants & advisors name/logo on a white background
sw accountants & advisors
How complementing a cloud accounting platform with an approval management app replaces manual and email-based processes - a Xero Platinum Partner success story.