Case Study: E Source increases invoicing speed by 300% with Celigo

E Source Increases Invoicing Speed by 300% with Real-Time Data Sync

E Source, a research and consulting firm for utilities, was struggling to keep up with rapid growth as its old accounting software couldn’t scale and required manual syncing of quotes, orders, and customer data between Salesforce and finance systems. To solve this, E Source turned to Celigo and its Salesforce-NetSuite Integration App to support a move to NetSuite while eliminating manual work and improving billing speed.

Celigo implemented a real-time integration that synced key Salesforce and NetSuite records automatically, with custom field mapping and rules to import only closed-won orders. The result was a smooth transition, faster order processing, and invoicing that now happens typically within 24 hours instead of 48 to 72 hours—a 300% increase in invoicing speed—while also improving data access for sales and reducing troubleshooting time.

E Source

Alicia Stanworth

Associate Director of Accounting