Case Study: University of Houston achieves streamlined, automated billing and tighter sales–finance alignment with FinancialForce Accounting

University of Houston - Customer Case Study

The University of Houston, a large public research university with undergraduate and MBA sales programs, faced outdated technology and disjointed processes that left sales students without historical transaction data and caused poor communication between Sales and Finance. Haphazard accounting in Microsoft Excel meant deals ranging from $250 to $50,000 were not reliably recorded. To address this, the school turned to FinancialForce and deployed FinancialForce Accounting (with FinancialForce Billing).

FinancialForce streamlined and automated the university’s financial operations—producing invoices in one click, consolidating customer information, and simplifying weekly payment runs—while tightly aligning sales and finance. As a result, the team can generate detailed performance reports for the Bauer College Foundation, access 25,000 sales transactions within seconds for prospecting, ensure accurate recording of deals, and give students practical experience collecting payments and meeting quotas, markedly improving customer service and operational proactivity. FinancialForce’s solution delivered measurable time savings and data visibility across the program.

University of Houston

Carl Herman

Director of Operations and Executive Officer