Step 01
Requirements Workshop
We ran a two-day workshop with Findex leadership and staff to map every workflow and identify automation priorities.
Cape Town, South Africa
Accounting / Professional Services
Findex Accounting needed a single digital system to manage client relationships, staff workflows, and financial reporting — replacing a fragmented mix of spreadsheets, email threads, and disparate tools.
Findex Accounting needed a single digital system to manage client relationships, staff workflows, and financial reporting — replacing a fragmented mix of spreadsheets, email threads, and disparate tools.
Client information lived across email, spreadsheets, and physical files, making it hard to get a complete picture.
Monthly reports were compiled manually, taking staff hours and introducing errors that damaged client trust.
Without a shared system, tasks fell through the cracks and deadlines were missed during peak season.
We ran a two-day workshop with Findex leadership and staff to map every workflow and identify automation priorities.
We built a reporting module that auto-generates monthly client reports from live data, ready to review and send.
We built a single platform combining client management, task assignment, deadline tracking, and document storage.
We ran a two-day workshop with Findex leadership and staff to map every workflow and identify automation priorities.
We built a single platform combining client management, task assignment, deadline tracking, and document storage.
We built a reporting module that auto-generates monthly client reports from live data, ready to review and send.
Automated reports cut monthly reporting time from 40 hours to under 4, freeing staff for higher-value work.
"Rarefy didn't just build us a tool — they rebuilt how we work. Our team is more coordinated, our clients are happier, and we spend far less time on admin. It's been transformative for the firm."
— Priya Naidoo
Director, Findex Accounting