My dashboard shows my complete office

Jul 21,2016
Client Review

CA Vinod Pahilwani “It’s even better than we thought.Things have become more than easier.”              

- says CA Vinod Pahilwani -

      (partner at PGRT & Associates)

PGRT & Associates is a firm of distinguished chartered accountants, corporate financial advisors and tax consultants in Gujarat, India.

Our firm is valued for offering wide range of business management and financial services, and so, we have to deal with a lot of projects, each spanning over different period of time. Hence each project has to be priced differently and we were facing a significant number of difficulties processing invoices and keeping track of payment dues or advances.

No doubt  the accounting software that we used gave the facility for raising bills and maintaining collection details but an in depth information of all the projects completed, bills raised and collected  was not automatically available. Any detail needed was to be manually searched for.

We have some clients who pay upfront for the entire bill, some who partly pay before the service & partly afterwards while some others who like to pay only after the completion of the project. So, all we did was, constantly looking into the records to track payment arrears and were regularly reminding clients for their balances. It was an arduous task.

Then we switched on to Easycloudbooks and all we have to do now is just to click on the client’s name to get the complete history of his work done, bill raised and collected. Not only this we get graphs of all the revenue records - project-wise, client-wise, service-wise, period-wise and also employee-wise - all automatically at our dashboard. Any detail needed is now available at our fingertips.  

Easycloudbooks gives a complete insight of all the firm’s work status. Managing arrears and advances have now become effortless. Clients are automatically intimated about their project completion, hence no follow-up is to be done. Not only this no missed work is out of our sight.

“It’s even better than we thought.Things have become more than easier.”