Case Study: RLTYco achieves 10X ROI and automated financial reporting with CData Connect AI

RLTYco saves $90,000 a year and automates finance reporting with CData Software

RLTYco, a lean real estate startup, faced the challenge of needing real-time financial insights and reporting to support growth without the budget to hire additional data or finance staff. Their CFO needed to centralize data from Salesforce and Sage Intacct but lacked a technical team, leading to manual processes and slow decision-making. They turned to CData Software and its CData Connect AI product to solve this.

The solution from CData enabled the CFO to personally and quickly connect data sources to Power BI without coding, automating the entire reporting workflow. This implementation saved the company over $90,000 annually by avoiding a hire, delivered a 10X ROI, and transformed reporting from a hours-long manual task to a minutes-long automated process. Executives gained real-time, mobile access to KPIs, empowering the lean team with enterprise-grade visibility.

RLTYco