Aventy, an accounting and auditing firm based in Paris, Bordeaux, and Montpellier, has been supporting SMEs and scale-ups with their financial management for over 30 years. Faced with the limitations of Excel for cash flow monitoring, the firm chose Fygr to automate this strategic task and offer its clients real-time visibility of their cash flow.
Aventy is part of the Exa group, which originated in Réunion, where it has specialized in statutory and contractual auditing for three decades. Over the past ten years, the group has established itself in mainland France with a clear vision: to go beyond traditional accounting expertise and become a true strategic partner for business leaders.
The firm has developed four areas of expertise: auditing, accounting, IT support, and a division dedicated to providing comprehensive support to business leaders. Cash management falls within the latter category.
Yves Pascault, president of the firm, already offers his clients dashboards to track their operational KPIs. But when it came to cash flow, there was a need for an automatic, high-performance tool that would allow executives to monitor this aspect of their business, which remains the most important.
The conclusion was clear: to support executives in their strategic decisions, the firm needed a modern tool that could link business forecasts with cash flow forecasts. That's where Fygr comes in.
Before Fygr, cash management was mainly done using Excel. It's a tool that accountants are very familiar with, but it quickly reaches its limits when it comes to producing reliable, up-to-date forecasts for executives who need to be able to react quickly.
Like most business leaders, Aventy's clients check their bank balances daily. Some even had internal Excel tracking systems. But these tools had three major drawbacks:
"We had been looking for a while for a tool that was more powerful than Excel, that offered a better result for the client, and that took less time to produce. Clearly, Fygr addresses all of these issues."
For Yves Pascault, the challenge was twofold: saving time on low-value-added tasks while improving the quality of customer service. Cash management can only be attractive to a firm if it is supported by modern, automated tools.
The discovery of Fygr marked a turning point for Aventy. Yves Pascault first tested the tool internally before rolling it out to his customers—an approach consistent with his philosophy of never offering a tool that he would not use himself.
The firm structured the rollout of Fygr in two stages. First, Yves presents the solution to the business owner, explaining the concrete benefits: real-time visibility, automation of flows, reliable forecasts. Next, the account manager, trained in Fygr, takes over to configure the tool, give a demonstration, and help the customer get started.
Thanks to automatic bank synchronization and automation rules, much of the work is now done without manual intervention. After a few weeks of use, the firm has virtually no need to intervene on Fygr.
Three features stand out in particular in Aventy's eyes:
Another key factor in choosing Fygr was its ability to integrate with the firm's other tools, including RCA (the accounting production tool) and Dext (for collecting purchasing data).
"The link between Fygr and RCA is clearly what we are looking for as accounting professionals. It means that all our solutions communicate with each other, avoiding the need to re-enter data. Today, it is almost essential that all our software programs are linked."
This interconnection allows Fygr to retrieve data directly from the accounting production tool, saving a huge amount of time and avoiding customers having to pay for data re-entry—a practice that is difficult to justify in the digital age.
The results were immediate. The firm's clients quickly recognized the added value of this new cash management service.
The number one benefit? The ability to manage their cash flow and anticipate cash inflows and outflows. Thanks to Fygr, managers have a simple and intuitive interface that allows them to view their situation at a glance.
Yves Pascault emphasizes its ease of use: the application is user-friendly, with clear graphics and multiple views that allow you to display cash flow by category. This "fun" aspect does not detract from the essential: the tool must be effective and provide real value to customers. Otherwise, they would not take the time to log in.
The concrete benefits for the firm's clients:
For the firm, Fygr has transformed a difficult task into a strategic service with high added value. Clients immediately understand the benefits and are willing to invest in this support.
When asked what best sums up Fygr, Yves Pascault chooses three words: simplicity, responsiveness, indispensable. A simple, automated cash management tool that pulls data without having to rework it has become indispensable today.
The responsiveness of technical support also played a key role in the adoption of the tool. As soon as there is a problem, a responsive team steps in. For a firm that deploys the solution to multiple clients, this availability is essential.
Yves Pascault does not hesitate to recommend Fygr to his colleagues who would like to develop a cash management support service:
"Those who haven't taken the plunge yet can rely on Fygr for a tool that's easy to learn, easy to explain to their customers, and easy to use. You don't need to be very tech-savvy to set it up. And even if you do encounter a few difficulties, the hotline is there to help. I would tell them to go for it and try Fygr."
- No more time-consuming Excel files that required hours of data consolidation at the expense of strategic analysis.
- A cash management service that can finally be promoted to SME clients, who immediately understand the benefits of real-time monitoring.
- A strengthened position as a strategic partner to executives, capable of supporting them on the most critical issue for their business: cash flow.
- The assurance of offering a modern service that meets the expectations of today's business leaders, who are accustomed to having instant information at their fingertips in all areas of their lives.
Fygr has enabled Aventy to complete its range of support services with an essential component: cash flow forecasting. This was the missing piece of the puzzle needed to provide a comprehensive overview of financial management, from the profit and loss (P&L) statement to available cash.