Case Study: Delegate CX achieves faster billing, reporting, and collections with Accounting Seed

Delegate CX Relies on Accounting Seed’s Multi-Company Functionality for Quick Start

Delegate CX, a Dallas-based business services firm, needed an easier way to manage bookkeeping across multiple companies while already running much of its operation in Salesforce. With Accounting Seed’s native accounting in Salesforce, the team wanted a faster, cleaner setup for billing, reporting, and tax management without rebuilding systems for a second business.

Accounting Seed delivered multi-company functionality that let Delegate CX configure billing on day one, segment records by company, and generate instant reports. According to Delegate CX, the result was a major efficiency gain: they closed 5–7 days faster, billed 4–5 days faster, collected 5–10 days faster, and saved 20–30 hours, or about 20–25% of their time.

Delegate CX

Craig Dunlap

Founder, and CEO