Challenge
Kuratli Beratungen, founded in 2013, is a 2-person organizational consulting firm offering project management and process consulting in strategy, strategic human resources management, and organizational evaluation. When Patrick Kuratli started his own business, he experienced rapid growth and quickly realized that juggling various decentralized Excel sheets and manual processes could no longer meet his needs. He needed an efficient, interface-free solution that would consolidate all his business functions into one integrated system.
bexio is my central and only IT system. This software is very reliable, time-saving and easy to use. — Patrick Kuratli, Owner and Managing Director, Kuratli Beratungen
Everyone who knows me knows that I've never been a fan of an IT system - but the bexio software convinced me! All my needs are comprehensively covered. — Patrick Kuratli
Above all, the combination of all the system elements I needed convinced me, along with the attractive price/performance ratio and the fast and uncomplicated support. — Patrick Kuratli
Solution
Patrick Kuratli implemented bexio as his central IT system, combining all necessary business functions into one software package. The solution provided integrated contact management, time recording, invoicing, accounting, and e-banking integration. By linking his e-banking with his bexio account, Kuratli eliminated the tedious manual reconciliation of transactions. The software's automated dunning feature ensured he never missed unpaid invoices. The cloud-based nature of bexio provided location and device independence, allowing flexible working. The software's simplicity, reliability, and attractive price-to-performance ratio made it the ideal choice for his consulting practice.
Results
With bexio, Kuratli Beratungen gained the support needed to grow efficiently. The integrated system allowed Patrick to manage his growing customer base and increasing administrative tasks such as invoice writing, payment booking, and accounting quickly and effectively. The automated dunning system saved him time by ensuring no unpaid invoices were missed. The e-banking integration eliminated manual reconciliation work, freeing up hours each week that he could dedicate to customers. The reliable data backup in certified Swiss data centers provided peace of mind. Most importantly, the software enabled Patrick to act efficiently and quickly, leaving more time for his core consulting work with clients.