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Why linking systems is important for accountancy firms

Sophie Adams, a Senior Consultant working with Ecovis, explores the need for accountancy firms to have an integrated, seamless process and the reasons why linking systems is core to future-proofing the accountancy environment…

The integration of systems is key in order to manage all the different operational processes within a business efficiently. As a business grows, it will become increasingly difficult to manage a number of individual systems that all hold different data sets that aren’t aligned – it can also lead to duplication of work.

For an accountancy practice this also comes with challenges when it comes to gathering information to produce a set of accounts as it is very time-consuming to collate information from different sources and it is very likely that there will be reconciliation issues. By integrating systems there will be many benefits for the business as well as an accountancy practice including: –

  • Less administration: If all systems ‘talk’ to one another it means that information only needs to be input once into a system which will update all linked systems including financial software.
  • Information available in one place – better security: Having all data available in one place means there is no need to have multiple users on all systems resulting in better control over access.

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Sophie Adams

Sophie Adams

Sophie Adams
Sophie works with ECOVIS Wingrave Yeats on our cloud accounting solution, ECOVIS Online. As a consultant she has been involved in the migration of many of our clients onto the Ecovis Online platform and regularly advises on ways to improve our internal processes to ensure we deliver the best possible service. Sophie is now responsible for the smooth running and continuous improvement of our platform, maintaining all the systems within our ECOVIS Online offering. Having a completely customisable product is key to providing clients with the ability and information needed to make critical business decisions, part of Sophie’s role is to make sure that we are using the tools available in the most efficient way to service all scenarios.