About Company
The Company is using a traditional accounting system for their invoicing, and for year-end accounting that was overseen by an accountant. The team was finding it difficult to find their monthly or quarterly numbers, profit and loss, or revenue, as the systems were not integrated and they did not have access to any of this information. Also, their CRM and accounting solutions were not integrated, so identifying and tracking the source of any dissimilarity was difficult and time-consuming.