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Connects Systems
and Data Sources
It’s common for accounting firms to use several dozen different applications, some of which require unique logins. Avii Intelligence eliminates the need for disparate applications and data. Because it unites the most essential practice management applications and data inside the Avii Workspace, you can streamline your work, eliminate unnecessary software and work smarter.
Automates Processes
Unifying all of your important data and systems into one place enables automation of previously manual processes.
Keeps the Right
People Informed
Avii Intelligence makes it easy to inform the right people at the right time—often automatically. With integrated alerts, automated email notifications, news highlights, and more, your teams and clients will keep up with the newest information.
Surfaces Critical
Real-time Insights
Reports and analytics reveal trends and progress that help you make adjustments, shift resources and take immediate action.
Track Client
and Team Data
Avii Intelligence lets you keep track of your important client and team information. It uses that information to direct information about your clients to team members who need it, when they need it.
Avii Intelligence features at a glance:
- > Unified Workspace
- > Visual Dashboard & Analytics
- > Client Management and Snapshot
- > Client-Team Collaboration
- > Contact and Team Management
- > Marketing Newsfeed
- > Notes Authoring
- > Alerts & Notifications
- > Integrated Project Management
- > Quick Links
- > Project Summary