The Bonadio Group Selects Intapp for Software Integration and Service Automation

on Wednesday, 02 November 2016.

Nationally ranked Top 40 CPA firm to automate back office processes with Intapp Flow and connect data firmwide with Intapp Integrate

PALO ALTO, California and ALBANY, New York, November 2, 2016 – Intapp, a global leader in software for professional services firms, today announced that The Bonadio Group, a nationally ranked Top 40 CPA firm, has selected Intapp Flow and Intapp Integrate software for business process management. Intapp integration and workflow software is now used by more than 500 organizations worldwide to connect software applications and manage data across their environments.

“Connecting IT systems, data and processes is fundamental to making the most of the data residing in and entering any organization,” said Nick Cozzolino, Director of Information Technology, Bonadio Group. “Intapp’s workflow applications provide us with a straightforward way to further streamline our IT architecture and automate key business processes that will enhance the speed and efficiency with which our accountants and advisors can serve and respond to clients.”

Intapp Flow provides an intuitive interface that enables IT and business systems analysts to easily connect applications, define workflows and trigger real-time data updates when information is added, modified or removed. By enabling firms to link their existing systems – whether they are on-premises or hosted in the cloud – Intapp Flow reduces manual data entry and the associated inefficiencies, duplication and inaccuracies that can result when information is in silos, and provides the operations team with visibility into key business processes.

The Bonadio Group will initially use Intapp Flow to integrate back office applications with Active Directory and automate workflows.

“Making better use of existing business information and effectively managing business processes provides accounting firms with a critical edge when it comes to improving operational efficiency, reducing costs and enhancing information exchange with clients,” said Norm Mullock, Vice President of Market Development for Professional Services, Intapp. “The Bonadio Group is forward-thinking in its approach to technology, and we’re pleased that it is standardizing on Intapp Flow as its process automation platform.”

About The Bonadio Group

Founded in 1978, The Bonadio Group is a nationally ranked Top 40 CPA firm offering accounting, business advisory, and personal financial services to clients of all sizes. The firm’s professionals deliver practical, proactive, and innovative solutions to help clients reach their financial, compliance, management, and personal goals. Bonadio is the largest independent provider of audit, tax, and management advisory services in upstate New York—with offices in Albany, Batavia, Buffalo, East Aurora, Geneva, New York City, Rochester, Syracuse, Utica, and Rutland, Vt. For more information, visit www.bonadio.com