Case Study: Olympia Benefits achieves faster reporting and automated commissions with FinancialForce Accounting

Olympia Benefits - Customer Case Study

Olympia Benefits, a Calgary-based specialist in health, dental and niche insurance for Canadian small businesses, struggled with multiple disparate systems, manual year‑end adjustments, commissions calculated in separate places, and limited revenue and commission analytics that caused delays and errors. To address these challenges, Olympia implemented FinancialForce Accounting to consolidate finance operations and improve visibility.

FinancialForce delivered a single cloud accounting system that automated commission calculations, enabled one‑click invoicing, centralized customer data, and provided customizable reports. As a result, FinancialForce helped Olympia halve month‑end processing time through mass uploads, significantly reduce administrative time and costs, decrease email volumes, and give managers actionable sales and revenue insights by region, person and product.

Olympia Benefits

Melissa Connors

Operations Accountant