Problem: Project managers emailed spreadsheets to accounting. Invoices went out 30+ days late and the owner couldn’t forecast cash.

Result: After implementing our system, invoicing lag dropped to 5 days, AR days outstanding fell from 60 to 28 and forecast accuracy improved 35%. The owner now checks one dashboard instead of chasing updates.

Problem: Each salesperson closed deals differently. Projects were created manually, leading to missed tasks and forgotten billings.

Result: Standardized deal stages trigger templated projects and billing schedules. Overdue invoices disappeared, and the team recovered 80 hours/month previously lost to admin work.

Problem: Disconnected CRM and accounting meant sales, delivery and finance didn’t agree on revenue numbers.

Problem: Service tickets weren’t linked to projects or billing. Clients were billed irregularly, causing strained relationships and unpredictable revenue.

Result: Tickets now roll up into projects and invoices automatically. Recurring billing goes out like clockwork, and MRR has grown steadily for three quarters.