Case Study: CompStak achieves time savings through Salesforce-to-QuickBooks automation with Ordway

CompStak, Extending the life of QuickBooks

CompStak, a small finance team, was spending too much time on billing and revenue reporting and needed a way to keep using QuickBooks without manual overhead. Ordway stepped in to extend the life of QuickBooks by providing an automated Salesforce-to-QuickBooks billing and revenue workflow that reduced manual work and freed the team for higher‑value tasks.

Ordway implemented an end-to-end solution that converts Salesforce opportunities into subscriptions/contracts in Ordway, sends monthly journal entries to QuickBooks, and delivers CompStak‑specific metrics to executives on a schedule. Ordway had CompStak up and running in days, and the automation regained significant staff time for strategic activity while improving billing cadence and reporting consistency.

CompStak

Terry Talerman

VP Finance