Senta Testimonials

“Yes, since we’ve been able to customise tasks, we can actually build in the ones that relate to our advisory services. For example, there is a bit of financial consultancy that I do for restaurant chains. I have a framework of the tasks that I follow, and I’ve been able to put that in Senta so that I can follow it in there instead of having different tasks lists elsewhere. As part of our advisory services, we also do a quarterly review of our clients so that’s one thing where Senta really helps us add value. We enter certain tasks every quarter, for every client so that we can keep track of all these advisory tasks; such as reviewing their P&L, coming up with any cost efficiencies that we see, reviewing their director’s loan account, and flagging up any issues early in the year. Now each task from that quarterly review goes to the relevant team member’s list, and we just need to create a PDF pack every quarter to send onto the client. It’s great because it means that each member of the team just needs to add their little bit of input into it at the right time and the report is created effortlessly.”

“Senta’s particularly important because there’s internal compliance I need managed. For example, I know a client has been sent something and it’s been approved by the client. Templates that make sure things are done month-in and month-out, that every client is reminded to pay their tax on time – and it has their bank details to enable them to do so. Senta can automate that delivery. I can consistently and confidently know a quality of service is delivered at all times.”