Case Study: Trissential LLC achieves 50% growth and streamlined finance with FinancialForce

Trissential LLC - Customer Case Study

Trissential LLC, an award‑winning management consulting firm, struggled with fragmented customer and project data, duplicate manual invoice and expense entry, no centralized reporting, and limited visibility into projects and the sales pipeline. To resolve these issues, Trissential implemented FinancialForce SRP (Accounting and PSA) from FinancialForce on the Salesforce platform, replacing QuickBooks and BigTime.

FinancialForce automated time and expense flows into invoicing, enabled one‑click conversion of opportunities to projects with a common account database, and delivered real‑time reporting, KPIs and budget alerts. The FinancialForce implementation improved efficiencies and accuracy, produced timely invoices, boosted utilization and capacity planning, and helped position Trissential LLC for a recent acquisition while facilitating 50% growth for the business.

Trissential LLC

Jim Simpson

CFO