Case studies

“Bank reconciliation has been a big win for our finance team. Now the whole team can see on a day to day basis what’s in the bank and work with that.”

"With Sage, we had to log into the bank and manually reconcile it with the finance system. iplicit pulls in all that information automatically and I just review the matches it suggests."

“It's much easier to create documents with iplicit and the team is always there to help with that. Our old system seems clunky in comparison.”

“I have to report to the directors and at month-end, when it gets busy, there are a lot of last-minute journal entries. I would hate to be in the position where I'm constantly having to update reports. However, with iplicit, you can just click on a button, the data refreshes and the reports are up to date. That is a massive timesaver for me.”

“We looked at iplicit and had a presentation made by the team and were really impressed. In the end, we were so impressed we didn’t really look at anything else, we were happy that iplicit would give us everything we were looking for”

“I was in charge of creating weekly reports to send to the people that needed them, so I needed to remember on a Friday to send that income report to the fundraising team, our CEO and the Director of Fundraising, and of course I might be away or things might be incredibly busy. Now, using iplicit’s scheduler, all that is done for me.”

“We’ve already saved a lot of time on the balance sheet reconciliations – and when it comes to VAT, I would say it’s cut the time spent on that by at least half. It’s made us more efficient and effective at what we do... When I did the first VAT return, I thought ‘My word, this is so much easier than it used to be’.”

“We had a very clear idea of what we wanted. We wanted to see our SoFA (statement of financial affairs) live on screen and our balance sheet – without having to export data to Excel and doing the phenomenal amount of manipulation that had previously been done. It became clear to us very quickly that iplicit was what we were looking for.”

“iplicit has cut the amount of time we spend on bank and other general ledger reconciliations. Not only is there a time saving from previously manually keying transactions into the system, but also a higher level of accuracy as bank and other transactions are automatically entered via the feeds. This enables transactions to be identified earlier which in turn leads to a more satisfied customer as they are quickly enrolled.”