Challenge
When Manual Entries Increased Financial Errors
A mid-tier accounting firm managed over 100 client accounts across disconnected systems. Double data entry between Excel, email, and QuickBooks created errors and slowed reconciliation.
Clients often faced delayed invoices, affecting the firm’s cash flow and reputation.
Solution
Seamless ERP and Accounting Integration
Wilco integrated Odoo ERP with QuickBooks, enabling automatic synchronization of transactions, expenses, and payments. Using Microsoft 365, we built a workflow for document sharing and automated invoice approvals.
Custom dashboards provided real-time visibility into receivables, payables, and client billing cycles.
Impact
Accurate Books, Faster Billing
- Reduced reconciliation time by 65%.
- Improved invoice accuracy and shortened payment cycles.
- Enhanced collaboration and visibility for accountants and clients.
