Case Study: Datanyze improves invoicing accuracy and saves finance time with Breadwinner for QuickBooks Online

Datanyze - Customer Case Study

Datanyze faced a challenge where its sales team was burdened by manual tasks, unable to quickly generate invoices or check payment statuses. This lack of visibility into accounts receivable was compounded for the Finance team, which had to manually re-enter data across three separate systems to calculate commissions, leading to errors and inefficiency. They sought a solution from Breadwinner to address these problems with QuickBooks Online.

Breadwinner implemented its solution by integrating QuickBooks Online with Salesforce, bringing live payment data directly into the CRM. This eliminated manual data entry for the finance team and gave account executives self-service access to accounts receivable information. As a result, Datanyze eradicated data re-keying errors, saved significant time for its finance department, and freed its sales staff from making internal calls for financial updates.

Datanyze

Julia

Salesforce Administrator