Case Study: Bernstein & Andriulli achieves one-click invoicing and improved cash flow with FinancialForce

Bernstein & Andriulli - Customer Case Study

Bernstein & Andriulli, a New York–based creative artist management agency (including Gallery Stock), was operating as two separate entities with independent invoicing systems—QuickBooks, Peachtree and FileMaker—leading to manual, error-prone billing, duplicated work, and complex artist commission processing. To address this, the company implemented FinancialForce solutions, including FinancialForce Accounting (and FinancialForce Billing), to consolidate financial data and streamline invoicing.

FinancialForce consolidated invoicing and automated financial operations so invoices are produced in one click and all customer data lives in Salesforce; the vendor’s solution also enables creating payables directly from sales invoices and uses custom logic to ensure artist payments follow client receipt. As a result (per FinancialForce), Bernstein & Andriulli recovered old receivables, improved cash collections and DSO, saved about 5 man‑hours per week on invoicing, enabled remote work and direct emailing from the system, and gained complete, up‑to‑date financial reporting—positioning Gallery Stock for growth.

Bernstein & Andriulli

John Petrillo

CFO, Bernstein & Andriulli