How Sum-it-up Accounting Solutions Streamlined Their Operations with
Nexus 360

How Accountants Can Reduce Admin Time and Improve Compliance with Automation

An accountancy firm is more than just crunching numbers—it’s about delivering a smooth, compliant, and efficient service for clients.

Yet, many accountants find themselves drowning in paperwork, chasing clients for documents, and dealing with compliance headaches. This not only wastes time but also reduces the capacity to focus on high-value advisory services that truly grow the business.

That’s exactly what Sum-it-up Accounting Solutions faced before adopting Nexus 360.

The Hidden Costs of Manual Processes in Accounting

For many firms, the traditional way of handling client onboarding and compliance looks like this:
❌ Paper-based forms and manual data entry lead to errors and inefficiencies.
❌ AML checks require multiple steps, slowing down compliance.
❌ Following up with clients manually results in wasted hours each week.

These inefficiencies aren’t just frustrating—they cost money.

How Nexus 360 Automation Changes the Game

By integrating CRM, automation, and compliance tools, Sum-it-up Accounting Solutions transformed their firm.

✅ Automated Onboarding: Clients submit details via an online form, which auto-fills the CRM.
✅ Instant AML Compliance: The system connects with Companies House and ID verification services to validate clients instantly.
✅ Client Portal: Documents, approvals, and case tracking are all in one place.
✅ Task Automation: Follow-ups and reminders are handled automatically, so staff don’t have to.

The Results: More Time, Better Compliance, Happier Clients

By embracing automation, Sum-it-up Accounting Solutions achieved:
✔ A 60% reduction in admin time
✔ 3x faster client onboarding
✔ Fully automated compliance checks
✔ A seamless, professional client experience

Why This Matters for Your Firm

If you’re still relying on manual processes, it’s time to ask yourself:

❓ How much time does my team spend chasing clients and doing admin?
❓ Could automation improve our efficiency and compliance?
❓ What would my firm look like if I had more time for high-value advisory work?

With Nexus 360, the answer is simple: less admin, better compliance, and more time to grow.

🚀 Want to see it in action?

👉 Book a Free Demo Today