Case Studies
Quantifiable outcomes from accounting integration and automation projects across QuickBooks, Sage, and Xero.
Regional CPA Firm: QuickBooks Automation Cuts Month-End Close by 65%
Automated client onboarding, journal-entry imports, and reconciliation workflows for a multi-partner CPA firm serving 200+ SMB clients.
Canadian FinTech: Xero Invoice Payment Links via Direct Banking
Integrated Xero invoices with the company's FinTech platform so customers can pay directly through embedded payment links backed by the banking system.
Multi-Entity Group: Sage Intacct Consolidation Across 12 Subsidiaries
Replaced spreadsheet-based monthly consolidations with a Sage Intacct multi-entity setup and automated inter-company eliminations.
Accounting Firm: Branded Client Portal With QuickBooks Sync
Custom client portal allowing the firm's clients to upload documents, approve transactions, and view real-time financials backed by QuickBooks Online.
HR SaaS: Xero + Payroll Provider Integrations Across ANZ and South Africa
Created scalable integrations between Xero and multiple payroll providers for a high-volume HR management SaaS platform used across Australia, New Zealand, and South Africa.
Distribution Company: Real-Time Inventory Across Sage 100 and Shopify
Synchronized inventory, orders, and fulfillment between Sage 100 and Shopify Plus across 3 warehouses.
Professional Services Firm: Time-to-Cash Cut From 47 to 18 Days
Integrated time tracking, project management, and QuickBooks Online to automate billing and collections.
Analytics Platform: Custom Reporting and Dashboards Powered by Xero
Linked Xero with an analytics platform to deliver custom reporting, real-time dashboards, and deeper financial visibility for accountants and business owners.