AccountMate Software CorporationAccountMate Software Corporation
From Manual Struggles to Automation. Faster Payments, Smarter Accounting.
In this episode, we dive into how Preferred Credit, Inc., a leading lender for the direct sales industry, revolutionized its financial management system. By implementing AccountMate’s flexible, customizable solution, Preferred Credit eliminated inefficiencies, automated complex payment structures, and significantly reduced manual accounting efforts. Learn how this transformation enabled them to process 100 wires and 500 ACH transactions daily, fund loans by the end of each day, and issue over 40,000 payments annually—all while improving accuracy and efficiency.
Highlights:
The Challenge:
Preferred Credit’s previous system was frustratingly complex and error-prone, requiring multiple platforms to process payments, manage loans, and track distributor interactions. As transaction volumes grew, the company needed a more sophisticated, streamlined accounting and CRM solution to maintain efficiency and accuracy.
The Solution:
With guidance from iSOFT Systems, LLC, Preferred Credit customized AccountMate SQL to automate distributor payments, enhance financial tracking, and improve CRM functionality.
The Results:
This episode is a must-listen for lenders, financial managers, and businesses handling high-volume transactions and complex payment structures. Discover how automation and a customizable system can drive growth, accuracy, and efficiency.
Listen to the Podcast:
About AccountMate:
Founded in 1984, AccountMate develops and markets fully modifiable business accounting software. Systems range from single user versions to those that support hundreds of users simultaneously. AccountMate software is available for local or cloud installation. It is distributed exclusively through a worldwide channel of authorized solution providers.
AccountMate openly shares inspiring success stories, expert tips, and actionable advice to help businesses thrive using cutting-edge accounting and CRM solutions.
Ready to take your business to the next level? Talk to one of our experts or call 1-707-774-7537.
