“As a cloud software company, one of our core values is ‘Living in the Cloud’. It’s therefore vital that we are seen and perceived to be practicing what we preach, but having a cloud-based accounting package actually also made sense from a practical perspective.”
Mary Flynn, Accounting Technician, Clicktools

Clicktools is the leading provider of premium, Cloud-based survey software for businesses. They live by the brand promise to help their customers better understand and serve their customers. Since 2001, the Clicktools solution has enabled organizations to improve customer experience by collecting, centralizing, and acting on customer feedback, leveraging the power of CRM to:

  • Collect customer feedback through surveys, call scripts, and web forms
  • Centralize the data in your CRM system
  • Act on the insights to improve customer experience


Products in Use: FinancialForce Accounting

Company size: Small

Previous system: Sage

Location: Global

Industry: Software/SaaS/Web Development

Business Issues

  • Manual re-keying of customer and billing data into multiple systems – caused errors and proved very inefficient
  • Invoices were created in the old system and then manually converted into other currencies using a spreadsheet – which was very time consuming as 60% of business required conversions
  • Use of non-cloud based system Sage went against core value of the business, to be cloud based
  • Sage system was unable to keep up with company growth and diversification of locations
  • Prior system also has inability to add sales tax to invoices

We now have an accounting professional in both our Phoenix and Poole offices, as well as an FD who often works from home. Having cloud accounting software means eliminating any difficulties caused by using incompatible locally-based software.

Mary Flynn, Accounting Technician, Clicktools

Benefits & Results