GlobalSearch® Puts the Power of Accounting Accuracy in OTA Management’s Hands
GlobalSearch® Puts the Power of Accounting Accuracy in OTA Management’s Hands
2 PagesOTA Management LLC, a New York-based hedge fund and brokerage firm, implemented Square 9’s GlobalSearch to enhance accounting accuracy and efficiency. Facing challenges in document filing, retrieval, and compliance, OTA adopted the system to automate Accounts Payable, cash reconciliation, and compliance processes. The solution streamlined workflows, reduced input errors with KeyFree Indexing, and improved review efficiency with Image XChange. OTA now saves over 260 hours annually on paper management, cutting costs and boosting productivity. With plans to expand GlobalSearch into HR and other accounting functions, OTA continues to leverage technology for operational excellence.
