Case Study: Bottom Line Business Solutions achieves streamlined contract management and instant profit visibility with Knowify

Bottom Line Business Solutions - Customer Case Study

Bottom Line Business Solutions, led by advisor Kim Isaacman, is a construction accounting and business consulting firm that helps small and mid-sized contractors manage jobs and finances. Faced with disorganized job folders, unclear contract balances, slow change-order processing and cumbersome invoicing, the firm adopted Knowify—using Knowify’s Client-Contract Management, contracts, change orders and AIA invoicing features—to give contractors a simpler, more visual way to manage projects.

Knowify delivered visual profit-and-loss diagrams, seamless contract and change-order workflows, and one- or two-step invoicing that reduced invoice/change-order generation to under a minute. The result for Bottom Line Business Solutions was clearer contract balances and job profitability at a glance, faster billing, improved cash-flow accuracy and substantially less administrative time, allowing the firm to serve contractors more effectively while lightening its own workload.

Bottom Line Business Solutions

Kim Isaacman

Advisor