Indevia is a niche accounting services firm that delivers specialized accounting services to multi-location businesses. They specialize in the Quick Service Restaurant industry and also support service-based operators such as med spas, gyms, and hotels across North America.
Trusted by operators at 1,100+ locations, they combine domain expertise, disciplined process controls, and technology-enabled workflows to help their clients.
To solve real-world challenges, they pair domain expertise with value-added insights to provide timely and accurate financial reporting, recurring accounting support, and flexible solutions tailored to each business model. Together, this allows clients to gain the financial clarity, operational control, and confidence needed to grow profitably.
The Challenge
Indevia relied heavily on Excel for project and task tracking, with each team maintaining its own separate spreadsheets.
The cost of using Excel showed up in how teams were operating without a single, uniform system of record. They were spending a significant share of their time on manual upkeep that kept them constantly reacting instead of getting ahead of the work. Making sense of where a task actually stood required individual follow-ups and manual cross-checking before anyone could trust the numbers in front of them.
Because the spreadsheets were prone to manual errors, small mistakes had every chance to slip through unnoticed and turn into bigger problems downstream. This translated into missed project timelines, inconsistent visibility across teams, delayed financial delivery, and slower escalation of what needed immediate attention.
