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A monday.com Case Study
PIONEER, led by Ben Hamilton, needed a simpler way to monitor monthly and annual expenses and anticipate large outgoing payments for cash-flow planning. While QuickBooks remained their accounting backbone, it was cumbersome for quickly filtering recurring payments and verifying updates after new cards or account changes.
They adopted a straightforward expense-tracking board that took a few hours to populate and about one day a month to maintain. The board delivers a clear view of overhead, upcoming payments, and recurring charges, making it easy to update accounts, avoid missed payments, and confidently plan monthly cash flow.
Ben Hamilton
Pioneer Studios