Case Study: Edgio achieves real-time financial reporting in Excel with CData Software

Edgio cuts monthly reporting work to minutes with CData

Edgio, a leading edge computing solutions provider, faced fragmented financial reporting within QuickBooks Online. Their finance team spent excessive time manually consolidating and transforming data to build comprehensive reports like general ledgers and balance sheets in Excel. They turned to CData Software and its Universal Excel Add-In to streamline this process.

The solution implemented by CData provided a direct, live connection between QuickBooks Online and Excel, eliminating complex ETL pipelines. Using simple SQL, Edgio could quickly create customized report templates. This allowed the team to simply hit refresh in Excel to access live data, drastically reducing manual work and providing stakeholders with accurate, up-to-date financial dashboards on demand.

Edgio