Case Study: Bishopsgate Financial achieves faster reporting, improved cash flow and scalable growth with Kimble Applications

Linking Back Office and Sales to Supercharge Growth

Bishopsgate Financial, a specialist management consultancy in the financial sector, needed to prepare for rapid growth but was hamstrung by manual processes — more than 20 spreadsheets, printed timesheets and slow expense handling — and lacked a real-time view of the business. They selected Kimble (a Professional Services Automation solution built on the Salesforce/Force.com platform) to automate timesheets, expenses and link sales to delivery so consultants could focus on client work rather than admin.

Kimble implemented a single PSA platform that automated invoicing, timesheets and forecasting and integrated with Outlook and Sage, giving Bishopsgate transparent, real‑time data across sales and back office. The results: month‑end reporting is on average ten days faster, sales invoices are issued within three days of delivery, management reporting is within 1% of month‑end accounts, cash flow has improved, and the firm now manages over 100 people using Kimble.

Bishopsgate Financial

Liz Kent

Business Manager