AccountAbility have built a Trello integration so, now you can have the best of both worlds when it comes to managing your agency.
One thing we know from working across the industry is, often people don’t want to put granular tasks into their ERP solutions. AccountAbility’s solution to this issue? Build a Trello integration.
For those not in the know, AccountAbility is an agency ERP solution, created by agency CFOs. While Trello, is one of the three major task management tools used in agencies today. So integrating the two, made perfect sense.
The focus:
With the Trello integration, AccountAbility focused on two key areas:
- Taking job information from AccountAbility and pushing it into Trello
- Allowing agencies to enter time against tasks in Trello. Those time entries are then pushed back to AccountAbility – in real time.
The benefits:
Focusing on these key areas, AccountAbility have allowed agencies to function in the best way possible.
- Creating jobs in an ERP solution like AccountAbility, allows agency Account & Project Managers to complete tasks like estimate, PO and invoice creation for accurate job reporting and analysis.
- While, managing their time and tasks in a task management system like Trello, allows agency resources like creatives and resource managers, to continue to work in a way that they’re used to.
Watch our video to see how the Trello integration works:
To learn more about AccountAbility, Trello and other agency management software, subscribe to the Tangram YouTube or Vimeo channels. Here you will find dedicated reviews, how-tos and sneak peek videos.
