Coupler.io
21 Case Studies
A Coupler.io Case Study
Project Alfred, an Australian accounting firm, needed to automate custom reporting and complex cash flow forecasting that went beyond the native capabilities of Xero. Managing data from multiple sources like Xero and HubSpot required time-intensive manual processes in Google Sheets. To solve this, they turned to Coupler.io for a data integration solution.
Using Coupler.io, Project Alfred seamlessly integrated its Xero and HubSpot data into Google Sheets. This implementation saved the firm 20-40 hours per month on reporting, minimized manual errors, and empowered a sophisticated cash flow forecasting model with 12-24 months of visibility for clients.