Case Study: GroupBy achieves 92% faster month‑end invoicing and improved DSO with FinancialForce

GroupBy - Customer Case Study

GroupBy Inc, a Toronto-based SaaS eCommerce and services provider, needed to replace QuickBooks and error-prone spreadsheet invoicing with a single cloud system that unified CRM, projects, financials and customer records to support growth. They selected FinancialForce (FinancialForce Accounting and FinancialForce PSA) as the hub to run accounting, invoicing, project management and customer lifecycle processes.

FinancialForce delivered a true cloud ERP implementation in three weeks, consolidating Opportunities, Projects and Invoices into one customer record and automating invoicing and visibility across teams. The result: month‑end invoicing time dropped from 6 days to 0.5 days (92% time savings), DSO improved by at least 15%, staffing and collaboration overhead fell (avoiding 3–4 extra hires), and sales and project teams gained real‑time visibility to drive faster growth.

GroupBy

Mark Stibbe

Managing Partner, Global Operations