Spotlight Accounting
Spotlight Accounting replaced manual Word-based AML records with a custom PowerApps solution, cutting compliance time from 10 hours to 3 hours per task.
The Challenge
Before Agility
Using individual Microsoft Word files for each client, making retrieval and compliance tracking difficult.
Increasing complexity in data retrieval created a growing compliance risk.
The Change
With Agility
Developed a custom PowerApps AML solution enabling secure storage, management, and updating of all compliance records.
Automated tracking of historical records with easy retrieval and quick updates.
The Result
Impact
Compliance time reduced from 10 hours to 3 hours per task.
Enhanced security and data protection across all client records.
Simplified, reliable AML management going forward.
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