The Accountancy Partnership (TAP) is a nationwide online accountancy firm that specialise in managing the tax affairs of small-to-medium sized businesses throughout the UK.
Dealing with smaller businesses, they found that the financial records that were submitted to them by their clients – typically kept using spreadsheets or simply notes of expenditure and income – were often lacking and required a great deal of work just to organise and process.
Similarly, their clients often couldn’t justify spending hundreds of pounds per year on comprehensive bookkeeping products like Sage Line 50, nor did they have the in-house expertise to use it.
As a result we were approached by The Accountancy Partnership (TAP) to design and develop a bookkeeping product that was geared solely towards small business owners who were typically inexperienced bookkeepers.
During an initial two week consultation period we gathered detailed requirements from the client and then drafted a high-level specification that outlined our proposed solution. The final product would be a web based application hosted in the cloud, and a firm emphasis would be placed on maintaining a clear and concise interface (less is more!).
The application would be developed using the Ruby on Rails technology stack and be both scalable and portable across different cloud platforms such as Amazon Web Services and Rackspace.
In addition to the key deliverables above, we also went on to provide the following functionality:
The entire product was designed, developed and tested in less than a year and is now deployed and marketed online as Pandle. With over 1000 users subscribed within the first three months, the feedback from both their existing clients and new customers has been the motivation behind continuing to develop and incorporate even more features and functionality within the system.
Lee Murphy, Managing Director at The Accountancy Partnership, said of the project:
Although they had not developed software for our industry before, the team at Yozu very quickly understood what it was that we were looking for and the end result produced far exceeded our expectations.
The software that Yozu developed for us has had a huge impact on both our company and our clients, and we’re now busy marketing it to the general public.