By putting SuiteFiles in place,Xternal Solutions have enjoyed these benefits
Improved document organization and accessibility
Easy integration with existing accounting software
Future-ready with potential for advanced integrations
“SuiteFiles intuitive nature allowed for quick adoption by the team, reducing the learning curve and enhancing productivity.”
Xternal Solutions
Problem
Xternal Solutions had been using generic platforms like Google Drive and OneDrive to store important client and financial documents. While these tools are familiar, they lacked automation and structure – leaving the team wading through clutter and dealing with version control chaos. It was hard to find a single source of truth, and the lack of organization slowed everything down.
On top of that, the interface wasn’t intuitive. Team members often struggled to locate files quickly, which hurt productivity and caused frustration – especially in a fast-paced financial services environment. The existing system simply didn’t feel user-friendly or efficient.
Solution
SuiteFiles brought clarity and simplicity with a user-friendly interface that everyone could adopt quickly. It introduced consistent folder structures and automation like template-driven client and file creation, cutting setup time and eliminating version mix-ups. This structure transformed document chaos into a neat, searchable system everyone understood.
Seamless Xero integration made the system more powerful – client folders and financial docs synced automatically, reducing manual steps and speeding up workflows. Add in fast document retrieval and auto-filing features, and Xternal Solutions saw a massive boost in efficiency and collaboration.
