Workflow and process automation

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

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Seamless, efficient workflows

Whether you need to overhaul outdated processes or explore innovative ways to leverage appropriate artificial intelligence and machine learning strategies, CLA can develop a plan tailored for you.

Top challenges

Gain efficiencies and quality
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Make your data work for you
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Improve employee experience and retention
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Transform your business

Achieve organizational goals, inspire your people, and engage your customers with technology experiences that are nimble, efficient, and effective.

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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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
Microsoft
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Kickstart your digital strategy

How do you turn a mountain of information into something informative and actionable?

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Addressing your digital needs

We’re committed to addressing what matters most to you, no matter where you are on your digital transformation journey.

Automation and integration

Analytics

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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Digital readiness assessment

Are you still using technology the same way you did 10+ years ago? Discover how a fresh digital approach can advance your purpose.

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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

Cambridge Community Foundation logo
Famous Products logo
We were migrating three standalone platforms — CRM, core accounting, grant making — to a new fully integrated end-to-end system. CLA came with the extra experience, technique, and cost-effective tools we needed to get the job done.

Geoff O’Connell, Chief Financial Officer

Cambridge Community Foundation

Digital self-implementation just was absolutely not going to happen for us. CLA made it look easy. I don’t think there was a prayer we could ever get anywhere near the same result trying on our own.

Bruce O’Brien, President and CEO

Famous Products

We were migrating three standalone platforms — CRM, core accounting, grant making — to a new fully integrated end-to-end system. CLA came with the extra experience, technique, and cost-effective tools we needed to get the job done.

Geoff O’Connell, Chief Financial Officer

Cambridge Community Foundation

Success Stories

Featured insights

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The Need for AI Literacy in Financial Services Leadership
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Your shortcut to digital maturity

What does your digital journey need to succeed? Discover what’s essential (and what’s not) in our newest guide.

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