Case Study: NewLight Health achieves accurate reporting and streamlined workflows with Fourlane’s Acumatica integration

NewLight Health eliminates duplicate QuickBooks data entry with Fourlane

NewLight Health, a wellness company, faced significant challenges after migrating from QuickBooks and Fishbowl to Acumatica ERP. Incomplete bank reconciliations, payroll running in the old system, and missing historical data created inefficiencies and risked the need for maintaining duplicate records. They partnered with Fourlane to optimize their new Acumatica integration and establish a reliable financial foundation.

Fourlane delivered a phased solution focused on reconciliation and configuration, which included validating trial balances, completing bank reconciliations, and importing corrected historical data. This resulted in the elimination of duplicate data entry, reduced administrative time, and enabled accurate comparative reporting. With an ongoing retainer for support, NewLight Health now has a scalable system with full audit trails and complete financial clarity.

NewLight Health