Case Study: MedExec achieves touch-of-a-button automated financial reporting with DataRails

MedExec Produces Reporting Packages With The Touch Of A Button

MedExec, a provider of accounting and consulting services to healthcare practices, faced a tedious, manual reporting process that couldn’t produce the consistent, professional financial statements and KPI reporting CFO Sean McHugh wanted. After searching for a solution that would work with both desktop and online versions of their accounting software, MedExec selected DataRails and its CPM software to automate and improve their reporting.

DataRails implemented a GL-driven reporting solution, with a training representative custom-building MedExec’s templates and teaching the team how to replicate them across clients. The result: monthly data submission now takes two minutes max and report packages are produced “with the touch of a button,” corrected GL data can be reloaded to update finished months, KPIs are delivered consistently, and MedExec can scale its services more efficiently thanks to DataRails.

MedExec

Sean McHugh

Chief Financial Officer