Professional Services
Hexify
A specialist accounting firm providing audit, tax, and advisory services to growing businesses.
Overview
Hexify is a specialist accounting firm with 18 staff and a client base that had outgrown how they operated. Five separate tools — HubSpot, Notion, Toggl, Google Drive, and an invoicing platform — each chosen for good reasons, none connected to the others.
Data lived in all five places simultaneously. Keeping them in sync had become an informal part-time job shared across the team, with no single owner and no reliable way to know which version of anything was current.
Challenges
Every new client onboarding required manually creating records across all five systems — a 45-minute process completed differently by different people every time. Invoices were raised from a spreadsheet that was perpetually out of date.
Leadership had no real-time visibility of utilisation, project health, or outstanding revenue without pulling from multiple sources and reconciling manually. The tools weren't the problem individually. Together, they generated more overhead than they eliminated.
