Automation and integration

Discover your business’s full potential with custom-developed applications, collaboration tools, tailored CRM systems, systems integration strategies, and workflow automation. We can help you with a roadmap to save time, improve data accuracy, and develop a seamless collaboration strategy to advance your operations.

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Enhance information flow

Automation and integration can help you improve your competitive edge, streamline workflows, and break down barriers to information. Whether you need scalable applications, collaboration solutions, integration across systems, AI and machine learning strategies, or all of the above, CLA is here to help.

Top challenges

Gain efficiencies and quality
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Make data-driven decisions
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Make your data work for you
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Automation and integration services

Application development

Learn how custom-developed applications can help you take your business to the next level.

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Collaboration

How do certain people and businesses get so much done so quicky? They collaborate. Explore tools you can use to bring the advantage of collaboration to your organization.

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Customer relationship management (CRM)

A CRM system tailored to your needs can help you move ahead in a rapidly changing environment. Draw upon CLA’s experience.

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Systems integration

Let us help you save time, reduce manual data entry, and improve data accuracy and consistency across systems.

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Workflow and process automation

Let us help you develop a strategy for seamless collaboration across teams and external partners, secure and accessible from wherever they are.

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Make confident, data-based decisions

Whether you need data cleansing, a readiness assessment, connections across your systems, or an actionable dashboard, we’ve got you covered.

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Products to elevate confidence

Data provides an opportunity for you to know your organization and your marketplace better than you have known them before, and to help you move forward with confidence.

Accounting automation

Stop wasting time and money on an inefficient process. Reduce up to 80% of manual accounts payable (AP) data entry with automation.
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Acumatica

Help your organization thrive in the digital economy with a cloud ERP system built for rapid-growth companies.
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Alteryx

Build repeatable workflows to easily access and analyze data from multiple sources, perform complex data transformations, and build predictive models without special coding or IT support.
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Compliance calendar

Our digital compliance calendar takes the stress out of managing regulatory deadlines for your global business.
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Grants management

Learn how you can save money, reduce errors, and improve transparency and staff communication.
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KlariVis

Empower strategic decision-making by bringing your data to life with one of the industry’s leading banking analytics platforms.
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Sage 100

When business evolves rapidly, it’s easy to overlook critical details. With the right technology, staying focused can become effortless and success can keep pace with the speed of business.
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Sage Intacct

Get a fully integrated financial management and accounting system in the cloud. Our Sage Intacct-certified consulting team provides customized implementations by industry.
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Microsoft

Get more out of your Microsoft investments. CLA applies deep experience implementing and supporting Microsoft technology — providing customized approaches to meet your specific requirements.
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Accounting automation
Acumatica
Alteryx
Compliance calendar
Grants management
KlariVis
Sage 100
Sage Intacct
Microsoft
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Understanding your industry

Agribusiness, food, and beverage

Grow your agribusiness, food, and beverage organization by cultivating solid business practices.

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Construction

Navigate your complex financial, tax, operational, and strategic issues with our dedicated construction team.

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Education

While your school’s focus is on building a legacy of excellence in education and beyond, we can apply our industry experience to help you navigate today’s operational and financial issues.

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Financial services

Adapt to industry shifts and prepare for the challenges of the future with a team that understands the ins and outs of the financial services industry.

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Government

Be confident that you are delivering the transparency and efficiency the public seeks — while navigating legislative changes, funding challenges, compliance, and risk management.

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Health care and life sciences

We work closely with providers across the entire health care continuum, enabling us to help you with the challenges of today as well as the strategic needs of the future.

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Logistics

Sustained success requires a long-term plan. We strive to reduce risk, enhance value, and strengthen your impact and legacy.

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Manufacturing

Enhance value, reduce risk, drive profitability, and protect your legacy.

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Nonprofits

Power a comprehensive, mission-driven strategy that impacts your organization from top to bottom.

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Private equity

Realize higher potential in your investments throughout their lifecycles by working with our experienced professionals.

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Professional services

Like you, we’re a professional services organization. With fresh insights from our team, we can help you improve efficiency and grow your organization at a pace that allows you to meet your goals.

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Real estate

Grow with confidence during each phase of the real estate investment life cycle. Our real estate professionals draw on deep industry technical knowledge to identify opportunities that can increase property and portfolio value.

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Retail, dealerships, and hospitality

Sustained success demands a long-term game plan. With years of experience serving retail, dealership, and hospitality businesses, we can help you navigate the challenges of today and strategize for the future.

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Technology

From startup to succession, our technology professionals know the path other companies have taken and can help you innovate, focus, and grow your enterprise — and position for a successful exit.

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Agribusiness, food, and beverage

Construction

Education

Financial services

Government

Health care and life sciences

Logistics

Manufacturing

Nonprofits

Private equity

Professional services

Real estate

Retail, dealerships, and hospitality

Technology

Agribusiness, food, and beverage

Construction

Education

Financial services

Government

Health care and life sciences

Logistics

Manufacturing

Nonprofits

Private equity

Professional services

Real estate

Retail, dealerships, and hospitality

Technology

Take their word for it

CLA’s collaborative approach provided alignment on our goals, and we are now better positioned to leverage our team’s talent. We highly recommend CLA for their innovative strategies and dedicated support.

Christopher Mooney, Chief Financial Officer

Penick Village

Within months, CLA’s digital team helped Lauola Pono complete a full Sage Intacct integration, load historical data for seven months, and develop reporting that wowed senior management. The impact was revolutionary!

Michael Hogan, CFO

Lauola Pono Services

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I’m impressed by the progressive thinking CLA is taking with artificial Intelligence at the business level. I can’t get over how out in front of this you are as a firm. The solutions being provided are quite strategic.

Andy King, President/Owner

Federal Publications Seminars

CLA’s collaborative approach provided alignment on our goals, and we are now better positioned to leverage our team’s talent. We highly recommend CLA for their innovative strategies and dedicated support.

Christopher Mooney, Chief Financial Officer

Penick Village

Success Stories

Featured insights

Case study

New AI System Streamlines 15,000 Monthly Invoices for Company
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Case study

Senior Living Community Saves Time With Dynamic Automated Reporting
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On-Demand Webinar

On-Demand Webinar
AI in Valuation Webinar with BVR
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See what AI can do for accounts payable

Share a few of your toughest invoices and we’ll run them through our extraction program to show you how you can save money.

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