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.
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
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