Leading accounting practice management platform closes 30% more deals with native email

Industry: Finance
Product: Email API

The Nylas Email API saved 9+ months of engineering time building a bi-directional email integration, resulting in a 30% increase in platform usage due to a better user experience.

Introduction: 

A leading, cloud-based practice management platform in the accounting industry helps financial professionals track client interactions, manage documents, automate tasks, and streamline workflows—all within a single software suite. For nearly a decade, the company has improved the quality of life for financial professionals, simplifying their daily processes so they can help more clients. 

Challenges:

In accounting, accurate record-keeping is critical for tax auditing purposes. Accounting professionals heavily rely on email (sending anywhere from 10-100+ emails per day), and many firms still keep physical records of client conversations and other essential documents in filing cabinets, slowing them down and increasing the risk of human error.

The company recognized that providing bi-directional email capabilities within its application would be a key value-add to help streamline client interactions, documentation, and the tax audit process. However, the company’s engineering team was resource-constrained and needed a way to integrate email capabilities without having to build and maintain the solution in-house and from scratch.

Solution:

“Building the email integration ourselves would’ve been a huge mountain to climb, both in the time and engineering resources it would’ve taken. Weighing the speed and opportunity cost made it much more attractive to choose Nylas. We saved 9+ months of engineering time by not having to build it ourselves. Security was another big factor for us—Nylas has all the compliance factors we needed,” said a senior product manager at the company.

With the Nylas Email API, users connect their email accounts to the platform, enabling them to natively send and receive emails while securely storing everything in the cloud. This feature has a massive impact on users – streamlining the audit process by eliminating the need for physical filing cabinets and helping users be more productive by reducing context switching between their email and the application.

Results:

By choosing Nylas for its email integration, the company’s engineering team kept all of the existing features on the roadmap while adding email functionality. Platform usage increased 30% due to a better user experience of having an email integration. The company also discovered that at least 30% of new deals closed by solving the email pain point for its users.

“Since adopting Nylas, nearly every new prospect asks about the email integration. At least 30% of our deals have directly closed due to us being able to solve this pain point for our customers,” said the senior product manager.

The company has tripled its accounts connected with Nylas within the past few years and the partnership continues to blossom.

“Nylas is an integral part of our application, and our partnership is strong. Saving time and development costs are huge for me, and I don’t see that changing. The new Nylas features will fit in well with our ecosystem – I look forward to what the future will bring.”

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