Accotilit Oy renewed their accounting practice management tool

Achieving growth with Koho PSA

Riku Salomaa, the entrepreneur behind Accotilit Oy, wanted to find a tool that would improve his accounting firm’s time-consuming processes. Invoicing needed to be made easier from start to finish, as their previous operating model was very labor- and resource-intensive. The goal of the system renewal was to facilitate controlled business growth, so having proper, scalable tracking tools was essential. Salomaa contacted Koho PSA while also familiarizing himself with a few other tools. Koho PSA’s clear user interface and commitment to customer service stood out, leading to a collaboration in autumn 2017.

The best accounting tools for efficiency

Riku Salomaa estimates that combining Koho PSA with accounting software halved the time spent on invoicing processes within six months. “At accounting firms, every month is different. During the learning phase, we spent more time than before. Now, we are definitely on the winning side,” Salomaa states.

The time tracking system that Accotilit used before was considered labor-intensive and didn’t provide useful information. Koho PSA’s clear UI and user-friendliness convinced Salomaa. “Accotilit is a small accounting firm where customer relationships are long-standing and the connection between entrepreneurs and accountants is strong. Before this, we didn’t even recognize the need for a PSA,” Salomaa ponders.

According to Salomaa, the invoices produced in Koho PSA are informative and clear. It’s easy for customers to understand the basis for the invoice, which makes for a smooth and efficient experience. When Accotilit deployed Koho PSA, they also acquired Procountor, a financial management system that works well with Koho PSA. The process begins with the creation of the invoice in Koho PSA. Then, it is sent to the customer as an electronic ledger through Procountor. Salomaa says, “The integration between our financial management system and Koho PSA was one of the reasons we chose Koho PSA.”

The personnel praise the smooth deployment

Although all of Accotilit’s business tools were updated simultaneously, their employees have responded positively to the changes. The smoothness of the deployment process significantly affects how well new tools are received. Koho PSA’s project manager for Accotilit describes their cooperation as a successful one: “Our collaboration with Accotilit has always been productive and interactive. We are happy with the reception and the journey we’ve started with Accotilit. It benefits us to have an active customer who seeks advice. This has happened with Accotilit”.

Accotilit had nothing but praise for the deployment of Koho PSA, which was carried out through online training sessions. “Our designated project manager has provided exceptional service. His quick, calm, and friendly communication style creates the strong impression that we matter to Koho PSA and that they truly know what they’re doing. The deployment process was handled in a smart and cost-effective manner,” says Salomaa.

The deployment of Koho PSA is not a one-time event

According to the project manager, customers are sometimes surprised that the deployment is conducted online. Nevertheless, everybody benefits from this remote service, as the costs stay low and the service is fast. “We can give full points to Koho PSA and their project manager for the deployment. The process was exceptionally smooth, and the change positively impacted all our business functions,” states Salomaa.

Deploying Koho PSA involves more than just initial training; it’s an ongoing process throughout the customer relationship. With Accotilit, the deployment continued with 15-minute “master classes” during their morning meetings. During those Koho PSA presentations, the project manager was able to answer any questions that had arisen about using Koho PSA.

“This way of working suited us well and helped us to quickly adapt to this new software. We have had a very positive experience with Koho PSA’s customer service. No matter how trivial our questions may seem, we always receive friendly and helpful responses. The calmness and clarity of the project manager’s character has fostered a positive atmosphere amidst change, and we have avoided pushback. Even when busy, the people from Koho PSA listen to customers and guide them in a calm, focused way,” Salomaa describes.

The timer function is the most beneficial tool for daily work

Accotilit regards Koho PSA as a versatile accounting workflow management tool with many great features that promote productivity. The timer feature receives a lot of praise and is actively used at Accotilit. Salomaa lists the benefits of Koho PSA: “This PSA has especially helped with effective time management. We have also improved time tracking for billable hours. Additionally, it’s now simpler to distribute workload fairly among team members. Our invoicing processes have likewise become more efficient with Koho PSA.”

Getting familiar with Koho PSA’s versatile features

Koho PSA takes the form of many different tools. It is up to the customer to identify what they need or want. Salomaa sees this as an area for improvement. “Many great features may go unnoticed, especially when learning to use a new system. Initially, the focus is solely on understanding the most essential functions. A function that is only needed once a month, for example, is more challenging to learn than one that is used daily. In situations like these, continuous communication with Koho PSA is the remedy. Even so, maintaining simplicity is challenging for versatile PSAs like Koho.”

Getting to know Koho PSA’s versatile and ever-evolving features one by one and slowly adopting new features is a good way to get the most out of the system. Doing so will help you get the most value out of the system. Koho PSA makes deployment as easy as possible for the customer, and it is not recommended to take all features in use at once. Tips for new and existing features are available at remote trainings as well as in newsletters.

Although there’s a lot to learn with an ever-growing number of new features, Koho PSA’s flexibility is well-regarded. “From the moment we acquired Koho PSA, I have appreciated that we didn’t have to adopt a highly structured system. We can implement new features as needed,” says Salomaa.

Koho PSA facilitates the sales process

The data and documents in Koho PSA give insight on profitability. They also show the resources spent on specific processes and actions. This kind of information is a great asset for sales work. “Thanks to Koho PSA, tenders are now calculated more accurately and efficiently. In Koho PSA, we can clearly see how much time is taken for similar customer work, as well as compare the number of transfers and receipts involved. This kind of information can provide a solid foundation for new tenders. Tenders based on empirical data are also easy to justify to customers,” states Salomaa.

Maintaining continuous communication is key to fostering good customer relationships

Koho PSA is seen by client companies as a vital component of their accounting workflows, and Koho PSA consistently provides training to its users. Remote meetings have presented themselves as quick and well-functioning ways to update users’ knowledge of Koho PSA.

“Koho PSA embodies the spirit of a small business. Besides being flexible, we feel that Koho PSA also has an excellent price-quality ratio. We appreciate the great attitude of the project manager and technical support team at Koho PSA. We never feel uncomfortable asking questions. When doing business with Koho PSA, we don’t need to worry about extra charges for calling support. “We are confident that we can always request guidance when needed.”

Would you like to hear more about how Koho PSA can help with your accounting workflows?