QuickBooks
Professional Services
Regional CPA Firm: QuickBooks Automation Cuts Month-End Close by 65%
Regional CPA Firm (200+ clients)
Month-end close time
11 days → 4 days
Manual hours saved
300+ hours/month
Reconciliation accuracy
99.2%
ROI
8 months
Challenge
Manual journal entries, repetitive client onboarding, and disconnected reconciliation tools were costing the firm 300+ staff hours per month and delaying month-end close by an average of 11 business days.
Solution
- Built a QuickBooks Online integration layer using OAuth 2.0 and the Intuit REST API
- Automated journal entry imports from a custom client intake portal
- Implemented bank-feed reconciliation matchers with confidence scoring
- Added a dashboard for partners to track close status across all client books
Technologies
QuickBooks Online API
OAuth 2.0
Node.js
React
PostgreSQL