A business owner spent time every month manually cleaning and reformatting bank transaction exports before they could be imported into QuickBooks. The formatting requirements were specific — generic import tools didn't meet the standard.

An automated pipeline now handles formatting, categorization, and QBO import end-to-end. Monthly bookkeeping prep that was entirely manual is now automatic, built to the owner's exact specifications.

Finance team ran NetSuite for transactions and Google Sheets for analysis and reporting. Getting NetSuite data into Sheets required a manual export step each time. Paid connectors like Coefficient and G-Accon existed but added cost to an already-expensive ERP stack.

Custom integration built with Google APIs and Google Apps Script pulls live NetSuite financial data into Sheets on a scheduled basis — no manual exports, no recurring connector fees, no third-party dependency.

Ecommerce, non-profit, and EDI-dependent businesses at the $10M+ revenue level had systems that worked independently but not together. Native connectors couldn't handle the specific data transformation logic each business required. Staff were filling the gaps manually.

Custom Workato and Boomi integration flows replaced recurring manual export-transform-import cycles. Ecommerce order-to-cash, non-profit fund accounting data flows, and EDI transaction processing became automated and auditable.

Campus dining operations ran on aging on-premises software with no clear path forward for reporting, procurement, or inventory visibility. The organization had selected Eatec as its cloud ERP replacement but needed full implementation support.

Full Eatec ERP go-live with 25 SOPs, 50+ training videos, and complete on-premises to cloud data migration. Staff entered go-live with documentation in hand. Legacy data migrated with validated SQL transforms — no post-cutover reconciliation surprises.

Finance teams across a portfolio of SMBs lacked real-time visibility into KPIs and were dependent on spreadsheet-based reporting. ERP and CRM systems existed but weren't configured to deliver the reporting that leadership needed.

Leadership moved from weekly manual reporting exports to closer-to-live dashboards. Finance and sales teams aligned on shared pipeline and revenue data. ERP adoption improved as configurations better reflected how work was actually done.