{"id":1407,"date":"2019-11-19T17:09:21","date_gmt":"2019-11-19T22:09:21","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/customer-story-altus-financial\/"},"modified":"2026-09-30T07:43:42","modified_gmt":"2026-09-30T11:43:42","slug":"customer-story-altus-financial","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/customer-story-altus-financial\/","title":{"rendered":"How Altus Financial, a Top Australian Accounting Firm, Uses Enterprise Automation to Ensure Data Integrity"},"content":{"rendered":"\n

Altus Financial<\/a> is a chartered accountant and wealth advisory firm with offices in Sydney and Central Coast, Australia. With over 30 years of personal finance and SME advisory experience, the brand has emerged as a leader in the industry, recognized three years in a row at the Australian Accounting Awards<\/a> between 2016 and 2018, winning four times. Traditionally, the firm used an on-prem accounting software that was hard to connect to other apps, including NetSuite, its practice management tool, and others for tax purposes, accounts, loan preparation, superannuation funds (or super funds), and corporate compliance. In connecting the on-prem software, MYOB, to NetSuite, they were granted a limited view as they could only transfer data one way towards NetSuite and had to manually enter any changes the other way around, compromising data integrity.<\/p>\n\n\n\n

At the beginning of the 2019-2020 fiscal year, Altus opted to switch to Xero, a SaaS accounting software that could bi-directionally sync with NetSuite. The team was hoping to eliminate having two sets of client data and having to transfer it manually every single time. In looking for an integration platform for a number of other use cases, Altus opted to use Workato to automate data transfer between Xero<\/a> to NetSuite<\/a>.<\/p>\n\n\n\n

Valerie Alexandrova, operations manager at Altus, says it saves administrative staff \u201cheaps of time.\u201d \u201cBefore, we\u2019d enter the client data in NetSuite and then do the same in MYOB. But then what if address changes? Then they need to do it in both. What if some tax details changes? Then they need to do it in both. And that was highly exposed to human error because if you update it in one system, then you\u2019d have to update it in other,\u201d Valerie said.<\/p>\n\n\n\n

\u201cSo over the years, those two sets of client data were absolutely different – there was no data integrity. Now with Workato, the client data in NetSuite is exactly the same in Xero because you only have to enter it once. So that’s a massive improvement for us and it does save a lot of time,\u201d she added. <\/p>\n\n\n\n

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APPS<\/strong><\/p>\n\n\n\n