Ram Associates Reduces Monthly Close by 50% with DocuClipper
Industry: Accounting & Tax
Region: United States
Firm Size: Regional Accounting Firm
Customer Profile
Ram Associates is a U.S.-based accounting and tax services firm with multiple offices across New Jersey and Pennsylvania. The firm provides bookkeeping, tax preparation, and business advisory services for small to mid-sized businesses and individuals.
Challenges
Ram Associates managed hundreds of client engagements monthly, often requiring the reconciliation of large volumes of bank and credit card statements. Staff spent long hours manually entering transactions into spreadsheets, creating delays in the monthly close process. The repetitive work reduced efficiency and left less time for value-added advisory services.
Solution
The firm adopted DocuClipper to automate statement processing. Staff could upload client statements in bulk and receive structured, accurate transaction data within minutes. The data was then seamlessly imported into their accounting systems, freeing employees from hours of manual entry and accelerating reporting cycles.
Results
- Monthly close time reduced by 50%, improving client reporting speed.
- Fewer errors thanks to accurate automated data capture.
- Greater staff productivity, enabling the firm to take on more clients.
- Enhanced client satisfaction with faster turnaround times.
By adopting DocuClipper, Ram Associates streamlined operations, cut down close time, and freed staff to deliver higher-value services. This efficiency allowed the firm to scale and remain competitive in a crowded market.
“DocuClipper cut our monthly close in half. It saves our team hours every week and lets us serve clients more effectively.”
