Case Study: a not-for-profit organization achieves real-time transaction reporting with DataBlend

Not-For-Profit Gains Real-Time Transaction Data Reporting with QuickBooks to Adaptive Insights Integration

A not-for-profit organization dedicated to youth science education faced a challenge in automating the movement of its daily financial transaction data from QuickBooks to Adaptive Insights. The process required complex data transformations, including mapping, sign flipping, and pivoting, to meet the requirements of the Adaptive system. To solve this, the customer opted to implement an integration solution from DataBlend to facilitate this critical data flow and gain access to real-time reporting.

By integrating QuickBooks with Adaptive Insights via DataBlend, the organization automated its transaction data movement, eliminating 100% of the errors that were present in the manual process. The DataBlend solution enabled the automatic generation of revenue reports for management, provided real-time tracking of monthly targets, and resulted in significant time savings and a decreased monthly workload for the finance team.