How FD Works improved team adoption and streamlined client updates

FD Works is a Bristol-based accounting and advisory firm that helps ambitious businesses grow with hands-on finance support and Xero expertise.

“Having all the information in one place enables us to bring that data to life.”

The Challenge

As a fast-growing accounting practice, FD Works needed a reliable way to keep client information accurate, up-to-date, and all in one place. But the tools they were using made that difficult.

Before adopting Rowmesh, their main concern towards spreadsheets was that they had no ability to determine where clients could input information and the quality of the inputs.

As a result, they started using Airtable, but they had trouble getting their team to adopt it as they found it to be too complicated. This meant that they still hadn’t achieved Managing Director Jonathan Gaunt’s goal of keeping everything updated and organized in one place.

This led them to search for a solution to make their Airtable data more accessible to their team. They found Rowmesh to be the ideal answer while they were trying to build a front end.

“Rowmesh enabled us to put a very professional frontend on top of our Airtable base.”

The Solution

Ultimately FD Works used Rowmesh to build a professional front end on top of their Airtable base.

By using Rowmesh, they removed all the complexity the team previously struggled with in Airtable and made it a lot easier to update information. By limiting who could see what, they were able to provide each team member with exactly the information they needed to make the best decisions every day.

Additionally, they were able to use Rowmesh’s workflows within these processes, which increased their productivity and helped them save time.

“The biggest thing about Rowmesh for me is it just looks more polished from a visual perspective. It just looks brilliant.”

The Results

By using Rowmesh, FD Works managed to get better adoption from their team and also have been able to control who sees what data. This has led them to become much more organized and ensures that everyone has the right information at hand when making decisions.

These benefits have led FD Works to actively drive more and more of the conversation and collaboration into Rowmesh. As well as their core internal tool, they also plan to create a customer portal with Rowmesh to further improve their client experience.

“The pace that Rowmesh is smashing out new features is exceptional. I also like how Rowmesh questions and looks for context in client feature requests. You can see that you're building a better product as a result of it.”

If you’re interested in seeing how Rowmesh could help your accounting business, start a free trial today or get in touch.