Case Study
Enabling a ResOps company to enter new geographies through process time-saving
Challenges
- Most of HMR’s accounting processes were manual, limiting opportunities for automation
- Individual incentive check processing involved creating folders, labeling, copying details, and physical filing – ripe for automation
- Other checks like vendor invoices required manual data entry and filing
- Credit card statement reconciliation was a manual process
Benefits one - Confidence
- Reduced manual data entry and filing for invoices, checks, and statements
- Automated reconciliation of credit card transactions in QBO
- Potential for less manual incentive payment processing with PayPal integration
- Increased efficiency by eliminating redundant tasks across accounting workflows
Objectives
Reduce manual effort across accounting workflows
Automate routine tasks like data entry, filing, and reconciliation
Offer ideas for integrating platforms and improving automation of the accounting process
Suggest alternative payment methods for incentive payments
Solutions
Wow, what a wonderful overview of how we can streamline and automate” – Amy Siadak, CEO HMR
Integrate QBO with Bill.com for automated invoice processing and payments
Set up bank feeds in QBO for automated reconciliation of credit card statements
Properly configure PayPal integration for streamlined incentive payments
Start with basic platform integrations before tackling more complex workflows like invoicing.
