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Customer results, still running.

Everything on this page is in production today. Client names are withheld by agreement.

Multi-brand services group Days → one click

Challenge: Recurring contracts, one-off jobs and staffed work were billed from spreadsheets. Month end took days and QuickBooks never matched.
Solution: A single billing engine in Salesforce, automatic payment matching, bounced-check reversal, and two-way QuickBooks sync.
Result: Month-end billing became a reviewed, one-click release.

Company with teams in the field Hours → minutes

Challenge: Collections ran off five separate reports, and a branded proposal took most of an afternoon to assemble.
Solution: A collections command center with aging, promises to pay and owner views, plus proposal PDFs generated from the record.
Result: The team works one prioritized list, and proposals go out in minutes.

Owner-led services company One set of numbers

Challenge: Dashboards counted draft invoices and sales tax, so A/R in Salesforce never matched QuickBooks or the bank.
Solution: Every dashboard rebuilt net of tax and draft-free, A/R reconciled line by line, and a nightly cost-versus-income view.
Result: The owner, the controller and the bank statement agree.

Finance team on QuickBooks Weeks → same day

Challenge: Failed syncs and stuck payments were discovered weeks later, usually during the month-end close.
Solution: Agents that scan for failures around the clock, apply safe fixes, file the rest, and send a short morning brief.
Result: Problems surface the same day, with a person deciding anything that moves money.

A sample. Ask about yours.

Recurring billing engine

QuickBooks Online two-way sync

QuickBooks Desktop sync

Card and ACH payments in Salesforce

Automatic payment matching

Bounced check and ACH return handling

Credit memo and void workflow

Branded quote and proposal PDFs

DocuSign e-signature from the record

Customer self-service portal

Field Service and mobile work orders

Payroll and time-clock integration

Commission dashboard, cash basis

Collections command center

A/R aging reconciled to the books

Executive dashboard across brands

Sales tax reporting

Books-close reconciliation dashboard

AI assistant inside Salesforce

Plain-English query to Excel

Overnight health monitor and auto-fix

Morning brief email

WhatsApp and SMS capture

Google single sign-on

Duplicate account prevention

Welcome and status emails per brand

Public intake and incident forms

Multi-brand org with separate data

Want to talk to a client?

References are available once we understand your setup, matched to a business that looks like yours.