Success Stories
Welcome to our Resource Center! Here, you'll find tools and insights to streamline your processes and enhance customer engagement.
Tea with Adfin: Ben Brophy
Ben Brophy on AI, Building His Own Tools, and Why Client Relationships Still Win | Accountant Ben Brophy on going solo, building AI tools like a salary calculator in a weekend, why clients still want a human relationship, and where LLMs fall short on tax advice.
Tea with Adfin: James Lizars
James Lizars on Cloud Accounting, Xero, and Why Thrive Pledged to Plant a Million Trees | Thrive founder James Lizars on his path into accounting, careful tech adoption, partnering with Xero and Adfin, and building the UK's longest-standing B Corp accounting firm.
0% overdue invoices, 99% of the time: How Nourished Accounting gets paid on time, (almost) every time
Nourished Accounting keeps overdue invoices close to 0% by setting up payment during onboarding, automating recurring billing through Xero, and using Adfin to manage collections and credit control.
Taking a leap: Jim’s journey to building a client-first firm
In the spotlight this week is Jim, the founder of his own growing accountancy practice. Jim talks about taking the leap from a 14-year career to self-employment with a newborn at home, why small businesses and start-ups are his sweet spot, and how Adfin got his clients saying “Wow, that was so easy to pay”.
.avif)
Nicola J Barnett: from one-off invoices to direct debits
In the spotlight this week is Nicola, the founder of Accounts and Tax Made Easy. Nicola shares how a career pivot led to launching her own practice, why she’s a proud generalist with a soft spot for service businesses, and how Adfin helped her ditch one-off invoices for a streamlined, scalable system.
.avif)
Neil Criddle: betting on Adfin early
In the spotlight this week is Neil Criddle — one of our earliest (and boldest!) customers, who signed up before direct debits were even live. As the founder of Neil’s Data Consultancy, he shares his journey from launching solo to building a thriving, tech-forward practice, the power of LinkedIn, and why taking a chance on Adfin paid off.
.avif)
From football boots to bookkeeping: Paul’s journey to 200+ clients
In the spotlight this week is Paul, who swapped life as a professional footballer for one in cloud accounting. He shares how CASS grew from helping friends onto Xero to supporting 200+ clients, why hands-on support beats ticket numbers, and how Adfin became a game-changer for getting paid.
.png)
Emily Rutterford: what it takes to modernise an accounting firm
Meet Emily, Digital Solutions Manager at Knights Lowe. Unlike our usual founder features, Emily’s role is all about driving internal change: researching, implementing, and advising on tech that makes a growing firm more efficient.
.avif)
How Karolina made getting paid feel effortless
In the spotlight this week is Karolina, founder of her own tech-savvy practice and an accountant who’s been making numbers make sense since helping her friends with maths back in school. In our chat, she shares how her passion for automation, learning new industries, and building real relationships with clients has shaped her approach.
.avif)
Nicola Hageman swapped faceless tools for support that listens
In the spotlight this week is Nicola - one of our loveliest customers (who's brave enough to share a stage with us!). Now the founder of The Numbers Quarter and co-creator of FreshPay, she shares her story of building two businesses, supporting women in business, and why customer support matters most.
.avif)
Louise Moore: why one-time payments and Apple Pay changed everything
In this week’s Practice Spotlight, we chat with Louise, one of our longest-standing customers. Louise shares her journey from financial adviser to accidental bookkeeper, how early morning dog walks keep her grounded, and why Adfin (and Doris the AI) are now essential parts of her toolkit.
Monika: why instant payment alerts changed the game for Oppic
In this week's Practice Spotlight, we chat with one of our earliest customers, Monika, founder of Oppic. Monika shares her journey from solo entrepreneur to building a tech-forward team, her love of automation, and why simple tools like Adfin are key to her success.
No results found
Virtual events
Register to join one of our upcoming webinars, or watch on-demand.