WiZDOM Accounting

Before Link, WiZDOM Accounting was working off the standard reporting available in XPM. It did the basics, but Senior Accountant Andrew Lyddiard knew there was more to be had. "There were too many gaps in XPM, we were not able to get the information we wanted when we needed to review a specific area."

Andrew came across Link via a webinar. The appeal was straightforward — a purpose-built reporting platform that could surface the data XPM held but couldn't easily deliver.

With Link in place, the difference was immediate. The detail available across jobs, team members and overall practice performance meant the right conversations could happen at the right time — backed by numbers rather than gut feel. "We took the time to understand what Link could deliver and then understanding where we really need to focus, confirmed by data in an easy and timely manner."

Day to day, the practice now has a clear, real-time picture of what's happening across the business. "It’s much easier to see where we are up to as a business, where individual jobs are at and also where the individuals are up to — performance overall at our fingertips."

For Andrew and the team at WiZDOM, Link didn't just fill the gaps in their reporting. It gave them the data backbone to make better decisions, faster.