Automates accounting reports that previously took about four hours twice a week to prepare.
This project includes the revenue, wage, purchasing, and reconciliation examples.
Accounting staff spent about four hours twice a week downloading data from CRM and accounting databases, combining spreadsheets, correcting classifications, applying formulas, reconciling totals, creating pivots and PDFs, and distributing the finished reports.
The software now imports the source data, applies the reporting rules, checks totals, and publishes finished reports automatically.
The same source data and reporting rules must produce the same result. The portal retains dates, filters, data relationships, report definitions, and access permissions so current figures can be refreshed without rebuilding the accounting process or introducing another spreadsheet variation.
Replaced recurring spreadsheet preparation with reports that refresh automatically.
Tell us what you want to improve. The initial conversation is free; consulting and development are $85/hour.
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