Case Study: Edgio Achieves Real-Time QuickBooks Financial Reporting in Excel with CData

Edgio Builds Comprehensive Real-Time QuickBooks Reports Directly in Excel

Edgio, a leading edge computing company, needed a faster way to build comprehensive financial reports from fragmented QuickBooks Online data. Its finance team spent hours each month downloading, consolidating, and manually transforming reports in Excel, and also needed access to data from other systems like Salesforce and Sage Intacct. CData’s Universal Excel Add-In helped Edgio address this challenge.

Using CData, Edgio connected QuickBooks Online directly to Excel with simple SQL, allowing the team to pull together live financial data without building complex ETL pipelines or a data warehouse. The result was real-time, refreshable dashboards and reports that saved significant manual effort, improved reporting speed, and gave stakeholders up-to-date financial and sales insights.

Edgio

Peter Perrone

VP of Financial Planning and Analysis