
Outsourced Bookkeeping versus Automation: Which Works Better?
May 6, 2025
Preeti has extensive experience working with global teams in large corporations for various F&A functions including Auditing, Wealth Management, Accounting, and Tax Consulting. A problem solver at heart, she has honed the art of “building and implementing efficient processes”. She has been recognized for her extra ordinary performance as a finance controller in JPMorgan Chase, where she was responsible for review of various banking products and setting up accounting system to align with changes in regulatory requirement of various countries. She has also contributed towards automation of internal banking process. At Ernst and Young (E&Y), she handled statutory audit including mutual fund and portfolio valuation audit for North American clients. A Chartered Accountant (equivalent to CPA/ACCA) and Commerce Graduate Preeti enjoys working with multicultural teams and solving F&A problems for clients across the globe.
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Contact UsSwitching to KnowVisory for AR transformed our cash flow. Their experts identified and eliminated issues that led to delays in processing invoices. Now, we enjoy improved outcomes with a clear knowledge of cash inflow timings. If you are planning to outsource accounts receivable services to them, don’t think twice.
Financial Advisor, Health & Wellness Company
Don’t just take our word for it. Hear from our clients who have experienced increased efficiency, reduced costs, and seamless financial management by partnering with KnowVisory! Our company struggled with cash flow when we came by KnowVisory. They drew a strategy for our inaccurate cash application needs, which led to swift cash recovery, mitigating financial strain and improving cash inflow visibility. When it comes to outsourced accounts receivables services, they are the leaders!
CEO, Real Estate Firm
The payroll processing service we were using before was a nightmare. Since the switch, we’ve experienced a world of difference. Their team is knowledgeable and responsive, and they’ve helped us streamline our payroll process. We’re grateful for their support.
Restaurateur
Outsourcing our organization’s cash flow management to the KnowVisory team proved to be a really great decision. The professionals did an awesome job understanding our business and delivering effective strategies that boosted cash flow and reduced operational inefficiency. Today, we have clarity about our current financial situation and about the decisions we make.
Finance Executive
They pay meticulous attention to detail in invoice matching and validation. This has helped bring accuracy and efficiency into our accounts payable process. We highly recommend them for precise accounts payable management.
Finance Officer, Automobile Company
For over two years, the team at Knowvisory has been an exceptional business partner. Our Accounts Payable process generates a high volume of invoices daily, and Knowvisory consistently manages this workload with precision. It’s a relief to walk into the office each day knowing there’s no backlog waiting for us.
CEO, Real Estate Firm
Thank you for expertly handling all of my bookkeeping and accounting tasks. Your accurate and timely financial reports have helped me make informed decisions for my business. You have been a game-changer for me.
A startup founder
Thank you for making my fixed asset management so much easier. With your service, I now know exactly where my machinery is and how it is deployed. Your maintenance scheduling service has ensured that there is minimal downtime, saving my business time and money.
CEO, Engineering Company
The audit team is insightful and thorough. They professionally analyzed my company’s financial statements and operations, identified potential risks, and provided me with suggestions for improvement. Their recommendations have helped me improve my business’ overall financial performance. Thank you for a great service!
Business Owner
Sanjeev and the KnowVisory team have been more than just a financial service provider to us —they’re our trusted partner and financial consultants. Thanks to their expertise and proprietary tax strategies tailored specifically for businesses like ours, we’ve been able to identify substantial tax savings. In 2024 alone, their guidance helped us save hundreds of dollars. Partnering with KnowVisory is one of the best decisions we’ve made – a true “no-brainer.
CEO, Technology Startup
We are thoroughly impressed with the payroll services provided by Knowvisory. Their responsiveness and efficiency have been exceptional, ensuring our payroll is handled accurately and on time. The team proactively addresses any issues. Their dedication and professionalism have made our payroll process seamless and worry-free.
Proprietor, Real Estate Firm
Shoutout to the amazing team at Knowvisory!
Your dedication to getting the work done (and done well!) is impressive. Your dedication and communication make a significant difference! Keep up the fantastic work!
Personal Assessment
We have found Knowvisory to be quick, reliable, and adaptable. The team was able to process our payroll on our software smoothly. Their accuracy and support ensure that our payroll is always on time and error-free, enabling us to meet deadlines and making them an invaluable partner.
CEO & Co-Founder – Tax Services
Partnering with Knowvisory Global for bookkeeping has been a game-changer for us. Their meticulous attention to detail, reliability, and expertise have greatly improved our financial management. The team tailored their services to our needs, saving us time and providing valuable financial insights. What sets them apart is their exceptional customer service. They’re always available to answer questions and ensure our books are accurate. Thanks to the Team, we can focus on growing our business, confident that our finances are in great hands. We highly recommend Knowvisory Global to any business seeking a trustworthy and efficient bookkeeping partner.
Tax Advisor