Avii

Avii provides a comprehensive unified accounting management system designed to enhance firm automation and client experiences. The platform includes a Client Workspace + Portal and an Employee Workspace + Portal, featuring tools for Document Management, Dynamic Automations, Resource Management, and Firm Performance with Invoicing. Avii specializes in Accounting Experience Management™ and Avii Intelligence, automating processes and workflows to connect and analyze data, centrally managing projects and people to foster collaboration. The system supports Tax, Audit, and Advisory service lines and integrates with 3rd-party applications through open exchange capabilities, trusted by accounting firms of all sizes. Avii ensures secure document exchange management and storage with MS Azure-based cloud solutions and MS SharePoint integration. The platform offers comprehensive automations for processes, workflows, and interactions, including an API and 3rd-Party App Connectivity Controller™ to reduce disconnected processes and databases. Avii’s project management tools cover project setup, plans, forecasts, and deliverables management, while team management tools include competency-based project queues and workflow automation. The system also provides tools for proposals and opportunities management, unifying communications through chat, email, texts, and notes into a secure portal. Avii’s dashboards and KPIs offer real-time alerts and notifications, with time keeping and billing tools to plan, create, and track expenses, invoices, and client payment history. The platform optimizes firm, team, and client engagement with analytics and performance tracking. Anders CPAs + Advisors use Avii to automate and power communications, interactions, document management, and workflows, driving significant efficiencies and increased productivity during client engagements. Avii’s collaborative approach to change management displaces traditional software tools, introducing greater automation and efficiency.