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Customer Story

Adeptia eliminates manual processes and gains strategic insight

Adeptia provides data integration software that helps increase their customer’s digital onboarding by 80% through the near elimination of labor-intensive IT integration.

When the Adeptia’s team first evaluated Maxio back in 2019, they instantaneously saw the value the platform would be able to provide to their business.

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Every new deal Adeptia closed caused Taylor McPherson 3+ hours of work. He would need to double-check the numbers, ensuring customers were inputted correctly and revenues were properly forecast... every time.

Thanks to Maxio, what was once a tedious task involving multiple spreadsheets, is now a snap.

  • Maxio helped Adeptia automate their order-to-cash process, eliminated seven correlating spreadsheets that each needed updated with every new customer

  • They can now quickly and accurately forecast their revenue, helping every department gain valuable insight into the company’s overall health

  • The higher level of visibility in reporting has helped Adeptia grow in confidence when reporting out to investors, auditors and their own C-Suite executives

Bad data was throwing off Adeptia's financials

For Taylor, bad data in his role means his company's revenue is off.

Even a small error in the data can turn into a very large one when you begin forecasting into the future. With Maxio, Taylor is now able to see how the business is doing on a month-to-month and even a day-to-day basis.

In addition to the value Taylor himself derives from using the platform, Adeptia’s CFO also appreciates the level of visibility Maxio provides. Rather than having to ask Taylor for specific revenue numbers, he can simply log in and gain a high-level understanding of performance on his own.

We instantly realized how Maxio would be helpful to us. It’s the ease of access. Everything’s there and you’re confident in the numbers. I would definitely look at Maxio because they're able to streamline anything you're doing in Excel into one simple application right now.

Taylor McPherson, Adeptia

Former Business Operations Specialist

Adeptia logo

What are your biggest financial challenges?

You can’t expect to build a highly profitable SaaS company through manual processes alone—especially when it comes to managing your finances.

This guide shows you how Maxio automates accountants, controllers, and SaaS finance leaders' day-to-day workload, and how it can eliminate your financial headaches for good.

Download the Guide