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SFIR Consulting uses Zoho Creator to digitize its accounting operations with an AI-infused custom application

"The Creator application has streamlined our workflows and improved client data, planning, and efficiency while significantly reducing manual tasks. The user-friendly interface has made it easy for our team to adapt and utilize the tool effectively. "

Simon Fedorovsky, CEO and Co-Founder, SFIR Consulting Ltd.

Created by : SFIR Consulting

Region : Canada

Industry : Professional services

Implementation Partner : Amazing Business Results

View FAQs

SFIR Consulting is an accounting firm based in Toronto, Canada that specializes in cloud-based bookkeeping, ERP implementations, consultancy, and corporate tax services. Recognizing that most businesses prefer to avoid complex accounting tasks, their team of expert accountants provides year-round support, offering solutions that help clients overcome common challenges like managing tax deadlines, ensuring accurate financial reporting, and automating repetitive tasks to manage their finances more efficiently.

The challenges

Before using Zoho Creator, the company relied on a variety of tools like Monday.com for task management, Excel for handling data, and Dropbox for file storage. However, many of their workflows still depended on manual methods, including pen and paper, to manage tasks and track operational improvements. This approach led to challenges like:

  • Data entry and validation: Collecting client information from various documents required significant manual effort, often leading to errors that slowed down the process. They also needed a way to check for missing or incorrect data to ensure accuracy.
  • CRM integration: Maintaining up-to-date client records and ensuring smooth interaction between the CRM and other tools in their tech stack was essential to avoid data inconsistencies.
  • Income calculation: The company needed an automated system that could accurately compute business income based on client-provided data, eliminating the risks of manual errors.
  • Interconnected data management: Efficiently handling related data and enabling filtered views posed a challenge, making it difficult to retrieve and manage specific sets of information.

These issues prompted SFIR Consulting to seek a customized solution that could leverage AI and advanced validation techniques to streamline their client onboarding, improve data accuracy, and seamlessly integrate with their CRM system. For this, they partnered with Amazing Business Results (ABR), a Premium Zoho Partner.

The solution

ABR collaborated closely with SFIR Consulting to map out their workflows and integration needs. After a thorough assessment, they recommended Zoho Creator as the core platform for developing a custom application. The app was designed with dedicated modules for different stakeholders, enabling efficient process management and workflow automation, including:

Client management

This module allows sales or account managers to capture client details, including personal information, account specifics, and requirements, in a structured way. It covers both the pre- and post-enrollment processes.

Product and services portal

After enrollment, this lists various products and services for clients to choose from. For instance, when a client shares their income details, the company can offer tailored investment or savings options to meet their needs.

Operations management

This module oversees internal operations, tracking the daily activities of sales and account managers. It also ensures that clients are assigned to the appropriate personnel during onboarding.

  • AI Modeler: The application uses optical character recognition (OCR) to automatically extract and populate fields with data like names, dates of birth, ID numbers, and addresses from client documents. The AI model was also trained to handle various document formats, ensuring high accuracy.
  • Ready-to-use integrations: They connected their Zoho Creator app with Zoho CRM, allowing real-time synchronization of client records and ensuring that all data was consistently up to date across platforms.
  • Workflows/triggers: ABR set up a preconfigured workflow that auto-calculates business income from financial user inputs. The system also validates data in real time and sends alerts for missing or incorrect entries. This ensures the accuracy and integrity of all financial data.
  • Lookup of data: By utilizing lookups and dynamic filters, the system enables streamlined management of interconnected datasets. This allows for easier filtering, retrieval, and analysis of specific data points.

"In the past few years, we've worked with many accounting firms. Zoho Creator allows us to create custom innovative solutions even when they're not part of the native Zoho ecosystem"

— Lior Izik, Founder, Amazing Business Results

Benefits and ROI

By adopting Zoho Creator, SFIR Consulting was able to streamline and automate its data management and processing workflows, resulting in estimated savings of $30-33 CAD per user, per month, largely due to eliminating the need for multiple tools. Additionally, the firm saw a significant 12% improvement in operational efficiency, particularly by reducing the time spent on tasks across different systems.

"Working with Amazing Business Results was a refreshing change; their team was open to innovative ideas and focused on enhancing our operational efficiencies."

— Simon Fedorovsky, CEO and Co-Founder, SFIR Consulting Ltd.

Looking forward

The company is planning to expand the application and its capabilities even further. One key area of focus is leveraging Zoho Creator to develop internal tools for risk analysis and testing, which will help assess customer risk based on economic trends. This new function will play a critical role as they continue to grow, ensuring that their processes evolve alongside Creator.

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Frequently Asked Questions

What is Zoho Creator?

Zoho Creator is a low-code application development platform that allows users to create custom applications on their own, with minimal coding experience. The intuitive drag-and-drop interface empowers developers and business users to build web and mobile applications that satisfy all their unique requirements with ease.

Are applications built on Zoho Creator scalable?

Applications built on Zoho Creator are built to auto-scale—the back-end infrastructure seamlessly scales as business demand grows. Currently 22,000+ customers across 180+ countries are using over 6 million applications built using Zoho Creator, a testimony to the power of the platform.

Does Zoho Creator have a free plan?

Yes, Zoho Creator has a free plan. This plan comes with a limited feature set and only has one user, one application access, 250 MB storage, and 1,000 records. However, you have the option to upgrade to the paid plan whenever you wish.

What can I build on Zoho Creator?

Be it a task manager, a CRM, an ERP, or an application for almost any situation—you can build it on Zoho Creator. Just drag and drop elements on our visual builder and see your apps come alive instantly.

Can I build mobile apps on Zoho Creator?

Yes, the apps you build on the web run natively on PCs, tablets, and both iOS and Android mobile devices. You can also rebrand them and share it with your employees and customers instantly.

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