AI-Powered Client Advisory Software for Accountants and Bookkeepers
UX/UI DESIGN. 2023.
datatrixs.com
Problem:
Excessive Client Advisory Services Costs
Average monthly expenditure of $8,900 per staff member.
Primarily due to time-intensive manual data entry.
Challenge:
Cost Reduction in Client Advisory Services.
Solution:
Introduce Click-to-Generate Reports.
Facilitate rapid report access and generation by teams.
Incorporate an AI-powered client approach.
Excessive Client Advisory Services Costs
Average monthly expenditure of $8,900 per staff member.
Primarily due to time-intensive manual data entry.
Challenge:
Cost Reduction in Client Advisory Services.
Solution:
Introduce Click-to-Generate Reports.
Facilitate rapid report access and generation by teams.
Incorporate an AI-powered client approach.
Datatrixs
Brand Guide 2023.