Datably helps customer close their books 14 Days earlier with automated Quickbooks processes.

From two days of tedious, error-prone excel processes to a single button click–Datably allows FAS to forecast better and breathe easier by automating their month-end close process, resulting in a savings of 14 days on month-end close each month.

Company Profile

Location: Central Florida

Industry: Residential Construction

URL: faswd.com

Challenges Faced

  • Data needed to be aggregated between Salesforce & Quickbooks in order to close the month
  • The original process was incredibly complex and often resulted in having to start over or numbers not adding up correctly
  • In order to replicate the process in code, complex business requirements needed to be accurately captured and coded
  • Integration with Quickbooks Desktop required legacy .NET APIs

Results

  • We streamlined the process from a two-day tedious & error-prone excel process to a single button click
  • We enabled FAS to close their books 14 days earlier each month
  • Overcame the technical difficulties of the Quickbooks Integration and packaged it into a simple windows service to extract data
  • Provided 100% accuracy for years to come
  • over

    250hrs

    saved

  • with

    100%

    accuracy

  • financial forecasting

    14 days

    earlier

Technologies Utilitized

  • Rabbit MQ

  • Postgres SQL

  • React

  • MSSQL

  • Typescript

  • DotNet

  • Docker

1 of 7

Get the Full Story

Download the full case study to get insights into the project costs & timeline as well as additional insight into the competitive advantage by utilizing custom software.