Industry
Accounting & Advisory Services
Objective
As their client list grew, so did the late nights. Atlas Accounting needed a way to close books faster and keep everything consistent without expanding the team or losing accuracy.
Outcome:
- 60–70% faster month-end close
- 30+ hours saved per month on review and rechecks
- 3 redundant tools replaced with a single platform
- Standardized review process across all client files
Atlas Accounting was growing quickly but so was the chaos behind the scenes.
Every month-end looked the same: endless spreadsheets, manual checklists, and late-night review calls. The team constantly switched between ClickUp tasks, emails, and notes just to stay on top of what was done and what wasn’t.
As the client list expanded, small errors started slipping through. Fixing them took even more time, and the team realized they needed a better way not more hands, but smarter tools.
That’s when they switched to Xenett.
With Xenett, the firm pulled everything. Review checks, cleanup, and task tracking, into one space. The platform’s AI instantly scanned transactions, flagged inconsistencies, and synced corrections right back to QuickBooks Online.
“Now the system tells us where to look,” says Joanna, Founder of Atlas Accounting.
“Instead of spending hours checking line by line, we see everything on one dashboard. It’s like having a digital reviewer that never gets tired.”
The team also built custom checklists for each client and used Xenett’s bulk reclassification tool to fix errors across projects in seconds. What used to take hours every week now happens automatically. Freeing the team to focus on analysis, not cleanup.
By adopting Xenett’s review logic, Atlas turned what was once a stressful, spreadsheet-heavy process into a fast, transparent, and error-free close.
What Joanna had to say!
“Before Xenett, our reviews were pure chaos spreadsheets everywhere and comments lost in email threads. Now, everything lives in one place. We close books in a fraction of the time, and everyone knows exactly what’s done and what’s pending. Xenett gave us structure, visibility, and peace of mind. Honestly, it’s the best investment we’ve made in our workflow.”