Case Study: Centrastage doubles efficiency and streamlines processes with FinancialForce Accounting

Centrastage - Customer Case Study

Centrastage, a UK cloud-based IT management firm, struggled with a non‑user‑friendly finance system that required time‑consuming customizations, had limited reporting, and relied on manual data entry. After moving to Salesforce CRM, they selected FinancialForce and implemented FinancialForce Accounting (with FinancialForce Billing in use) to achieve a fully integrated finance and CRM environment.

FinancialForce integrated accounting with Salesforce to automate invoice creation from opportunities, centralize employee and supplier data, and provide CEO dashboards and quick investor/board reports. As a result, FinancialForce helped Centrastage streamline processes and double efficiency, eliminate spreadsheet-heavy monthly reports, improve visibility into aged debtors for faster collections, and accelerate reporting — with further reporting and cash‑flow automation underway.

Centrastage

Lucy Thompson

Finance Manager, Centrastage