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Real-time reporting replaces two-day month-end close
Multi-Location Accounting Group — placeholder case study
The Challenge
Building the monthly leadership report took a controller two full days, pulling exports from QuickBooks, Karbon, and HubSpot into a single spreadsheet — and the numbers were often a week stale by the time partners saw them.
What We Built
- Live dashboard pulling directly from QuickBooks and Karbon
- Automated weekly KPI digest delivered to partners via Slack
- AI-flagged anomalies in revenue or capacity utilization
- Self-serve reporting views for each location lead
Results
2 days → real-time
Month-end reporting time
8 hrs/month
Controller hours saved
-3 weeks
Time to detect capacity issues
+40%
Partner satisfaction with visibility
Time saved:~96 hours/year
ROI:2.8x return within the first year
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