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 / of7
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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.
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