Established in 2003, Pact-One, a well-renowned provider of professional Dental IT solutions, is dedicated to empowering businesses with the IT services and support they need to thrive.
Pact-One is based in the US with several offices interstate.
Challenge
Pact-One were making the move to Xero for accounting, and needed a way to get ConnectWise [Manage] to sync over to Xero. Pact-One were also after professional expertise and support, in order to make the best decision for their business.
Solution
When Pact-One came to us, not only were our products Wise-Sync and Wise-Pay able to interdependently provide a complete solution, but our team were also quick to issue support with “everything set-up properly.”
Results
- Cost-savings of $50,000 a year on financial admin
- REAL-TIME accounting
- From 40+ hours down to just “A COUPLE OF HOURS” a week
- “A whole streamlined process” with little error, LITTLE stress
Feature Quote
"You can see your numbers right away. You have money coming in from payments, you know that you’ve got an invoice, you don’t need to wait… it’s all just done."
The Journey
With their continually expanding client base, Pact-One needed an effective method to synchronize ConnectWise PSA with Xero. Additionally, they required professional guidance and expertise to make informed decisions.
Prior to making the move, Pact-One had a financial admin employed on a full-time basis to manually process their accounting. The company were prone to experiencing financial errors, working extended hours and inevitably, having a lot of stress.
Further to this, Pact-One “didn’t sync anything over.” Accounting staff didn’t have any automation between platforms and various tools, instead they were required to manually process each invoice.
Since becoming a WisePay customer, Pact-One are now spending a mere “couple of hours” a week on accounting with cost-savings of $50k+ each year.
Dan Edwards, CEO at Pact-One, affirms “I can’t imagine doing it with some other payment process...it just makes things so simple.” Not only are Pact-One now cost-saving a staggering $50k each year on financial admin expenses, but they’re also revelling in the time-savings that having this “complete streamlined process” brings with significantly reduced error, little time spent and notably, no stress.
Additionally, Edwards credits these significant advantages to the implementation of real-time accounting.* “You can see your numbers right away. You have money coming in from payments, you know that you’ve got an invoice, you don’t need to wait...it’s all just done.”
As an overview of their successful transformation, vast cost-savings and enhanced financial visibility, Edwards attests, “it’s a combination of everything, of WisePay's invoicing and payment solutions together, and using Xero from our accounting package.”
*Pact-One has since implemented Real-Time Sync (RTS) for an even faster financial process without a single click needed. Discover an all-new Wise-Sync here.
