Visory and Atria
Case Study – An Engine for Growth
About Visory
“Visory combines deep knowledge of business-oriented technology with proven industry expertise, delivering thoughtful solutions and support that help clients thrive.”
- Accounting Services
- Wealth Management
- Construction Industry
- Small & Medium Businesses
Visory is a hands-on technology and cybersecurity partner for financial advisors, accounting, and construction firms. Formed through the merger of multiple IT and cybersecurity brands, Visory unites strengths in enterprise-grade technology and cybersecurity services.
A key offering is QuickBooks hosting for accountants—a high-volume, low-touch service delivered using a multitenant Active Directory and Citrix, managed with Atria.
What do Accountants Need from Visory’s QuickBooks Hosting?
Visory’s high-volume, low-touch QuickBooks hosting is designed around the unique requirements of their accountant clients:
Accountants have many clients they work with
Accountants are typically small firms – less than 10 employees
They require access to all of their customers' QuickBooks databases
They will often want to self-serve to add or remove items, like reporting addons or additional users
What does Visory's Product Team say about Atria?
Atria has helped us face a variety of challenges over the many years we have worked together. These include automating our transactional QuickBooks Desktop hosting. Through Atria’s API, we’ve been able to stand up new customers, in a multi-tenant active directory spanning two datacenters, in minutes, not hours.
Visory Team
Product Team
Risks of Multi-Tenant Environments for Visory
Operating a multi-tenant environment brings several challenges:
If a technician makes a mistake, it impacts hundreds of customers, not just one.
User management in a multi-tenant environment has added complexity.
The complex environment makes reporting and billing challenging.
What does Visory Engineering team say about Atria?
Our internal team has found the platform to be intuitive. We create hundreds of users every month so a conservative estimate could be 200hrs saved monthly.
Visory Team
Engineering Team
How Visory Uses Atria
For Visory, Atria provides the following benefits:
Reduce Risk
Removes the requirements for level 1 techs to manage AD directly.
Save Time
Provides one portal to manage all of their customers and services.
Increase Revenue
Integrates with the ecommerce portal for instant provisioning and billing.
Improve Customer Satisfaction
Lets customers self-serve user and service management.
Self-Service
Direct integration with Citrix lets Visory's customers provision their own desktops and applications.
What’s Next for Visory and Atria?
With support from the Atria Consulting Team, Visory customized Atria to meet their specific needs, including:
Seamless, automated VM provisioning tailored for high-volume environments.
Streamlined shared storage management for client-specific workflows.
Further integrations implemented to streamline operations across business units.
About
Atria
Automation platform for modern service desks.
Automates provisioning and billing across Active Directory, Microsoft 365, Citrix, and bespoke services.
Audit trails and delegated workflows keep compliance tight while reducing manual effort for engineers.
About
Visory
Technology partner for financial and construction firms.
Provides cybersecurity, cloud, and managed IT services tailored for regulated industries across the US.
Brings together multiple specialist teams to deliver secure, high-touch support for advisors and builders.
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