Case Studies
Check out some of the custom automations we have built our customers to eliminate their manual tasks.
Serrano Bookkeeping faced significant challenges in managing their sales workflow, resulting in inefficiencies, missed opportunities, and a heavy reliance on manual processes. By implementing STRMS, they successfully streamlined their lead management, onboarding processes, and client communication, dramatically improving their overall efficiency.
Simple tasks, like coordinating meetings and accepting QuickBooks invitations, are now automated, allowing GrowthLab to reallocate time to more critical activities.
STRMS saved us significant time by automating our manual tasks, reducing errors, and speeding up our financial reporting to clients… Korey from STRMS really understood our cloud accounting needs, and the implementation process was smooth with minimal involvement on my part.
Excel to QuickBooks Online Integration: By creating a workflow that allowed the same document to be used for invoices and journal entries in QuickBooks Online, STRMS eliminated the need for manual duplication. This automation also ensured accurate entries in both the main and subsidiary companies.
STRMS eliminated the need for duplicate data entry by automating the entry, updating, and syncing of hundreds of invoices each month between Triple Seat, Stripe, and QuickBooks Online.
STRMS automated the connection between Salesforce and QuickBooks Online, ensuring a seamless transition from sales data to invoicing. Opportunities are now tracked through Salesforce, and once contracts are signed, they are automatically pushed to QBO to create invoices for review.
