Challenge
The firm used Salesforce for client onboarding and QuickBooks for billing. The lack of integration caused duplicate data entry, missed invoice syncs, and delays in sending payment reminders.
Solution
Blesssphere created a bi-directional integration between Salesforce and QuickBooks Online using custom APIs.
Key implementations:
- Built sync system for contacts, invoices, and payments
- Created custom objects for service packages and billing cycles
- Enabled automatic invoice generation from closed opportunities
- Added dashboards for outstanding invoices and payment trends
- Built email automation for reminders and overdue notices
Results
- Saved 15+ hours/week previously spent on manual data entry
- Faster cash flow with real-time invoice syncs and reminders
- Zero billing errors thanks to synced data integrity
- Management gained full visibility into client revenue and billing
- Streamlined audit & compliance with traceable invoice records
“Blesssphere streamlined our billing cycle from quote to payment. Our finance team is now leaner and more efficient.”
— Managing Partner, Accounting Firm
