Automated Sales Accounting
New York, USA
2022
Marketing
6+
Challenge
CPG affiliate partners faced significant inefficiencies in their accounting and data tracking processes. Every day, the team manually copied over sales and marketing data, a time-consuming task that limited their ability to focus on core activities. This repetitive process also increased the risk of errors and reduced overall productivity.
Results
Efficiency Gains: The daily manual data entry task was completely removed, freeing up valuable time for the team.
Real-Time Updates: Automated Slack notifications kept the team informed about changes and new budgets, maintaining a clear understanding of client insights.
Resource Reallocation: Resources previously dedicated to manual data entry were reallocated to more strategic tasks, boosting overall productivity.
Error Reduction: Automation removed the risk of human error, ensuring accurate and reliable data.
97%
Cost reduction on new process
2 hrs
Saved every day forever
0%
Chance of human error
The Solution
Our team developed a custom accounting source of truth integrated with Everflow to automate the data transfer process. Here's how we addressed the challenge:
Automated Data Sync: The system was designed to automatically sync sales and marketing data twice a day, eliminating the need for manual data entry.
Slack Integration: We integrated updates into a Slack channel, providing real-time notifications about changes and new budgets for each client.
Maintaining Insights: One common concern with accounting automation is losing track of client insights due to reduced manual interaction with the data. To solve this, our automatic sync updates in Slack included detailed summaries and insights, ensuring the team remained informed without manual effort.
“This is BADASS! So much better than what I had and what I was thinking you were going to do"
Krik Angacian
CEO and Founder | CPG Affiliate Partners