Case Study: PlumbBooks achieves 40% revenue growth with Coupler.io

How PlumbBooks increased their revenue by 40%

PlumbBooks, a premium QuickBooks-based bookkeeping service for home service businesses, faced a challenge in providing its clients with clear, visual financial insights. Their initial method of exporting data to Google Sheets was neither scalable nor user-friendly. They partnered with Coupler.io to create an accessible and automated data visualization solution to better serve their clients and stand out from competitors.

Coupler.io implemented a solution using its data automation service to pull reports from QuickBooks Online into a templatized Looker Studio dashboard. This provided clients with an easy-to-understand visual overview of their key financial metrics. For PlumbBooks, the results were significant: the company saw a 40% revenue growth and saves 4-6 hours of manual setup for each new client, greatly improving efficiency and customer satisfaction.

PlumbBooks

Cheryl Lanahan

Founder