Accuracy, Time Savings
The DW is designed to get Customer Invoice information from a Google Sheet and create a new Invoice in QuickBooks.
Quickbooks, Google Suite
The DW is designed to verify ingest information from invoices, verify the status of the transaction, and update systems downstream.
Invoice Status Verification
Time Savings, Traceability, Accuracy
Invoicing, Invoice, Payment, Transaction
The DW is designed to ingest invoices stored on a shared drive and pay the corresponding creditor found using mapping logic. The DW will update all client systems downstream with the invoice details and payment status.
Accuracy, Time Savings, Traceability
Accounts Payable, Payable, Accounting, Invoices
PlateIQ, Microsoft Office Suite, CaseAware, Tempo
This DW will consolidate information from client systems and data repositories into an excel spreadsheet. The consolidated data will be formatted and manipulated in order to achieve the client goal (Forecasts, Monthly Payments, etc.). The DW will send the report out to a designated group.
Dashboard / Report Generation
Accounting, Consulting, Finance, Revenue Cycle Management, Sales, Staffing
Accuracy, Cost Savings, Time Savings
Reporting, Dashboard, Generate Report,