Integrating HubSpot & QuickBooks to Transform Manual Invoicing and Reconciliation into a Fully Automated Finance Function for The Daft Company

Industry

Services

Challenge

The Daft Company needed to automate their invoicing and reconciliation processes. The manual processes were time-consuming and prone to errors, requiring a solution that could integrate multiple systems and ensure accurate billing.

Results

SpotDev’s solution revolutionised The Daft Company’s finance operations, improving efficiency, scalability, and client satisfaction. The automated system enables accurate billing, seamless refunds, and real-time tracking, allowing the company to focus on service delivery and growth.

Key Product

Custom Integrations, Solution Architecture, RevOps, HubSpot Implementation

50%

Time Saving

95%

Improvement in billing accuracy

SpotDev’s automation solution has transformed our finance processes. We now have a seamless system for accurate billing and efficient management of our services. It has saved us time and improved client satisfaction.

Shane Malpass

Managing Director, The Daft Company

picture of an office, with a few people working at desks

About your The Daft Company

The Daft Company is a virtual assistant service provider based in the US, operating under UK legal jurisdiction. They offer various virtual assistant services such as social media management and lead generation through subscription packages.

The Challenge

The Daft Company, a virtual assistant service provider, faced significant inefficiencies in their finance operations. Relying on manual processes for invoicing, time tracking, and reconciliation, they encountered frequent errors and time-consuming workflows. This hampered their ability to manage subscriptions, track hours, and handle refunds effectively. They needed an automated solution to integrate their time tracking (Hubstaff), billing (Stripe), CRM (HubSpot), and accounting (QuickBooks) systems to ensure accurate billing and scalable operations.

The Solution

SpotDev stepped in to address these challenges by transforming The Daft Company’s manual processes into a fully automated finance system. Through a detailed analysis, SpotDev identified the pain points and established workflows linking Hubstaff, Stripe, HubSpot, and QuickBooks. They implemented custom HubSpot objects for streamlined billing and reconciliation, synchronised Stripe and HubSpot for automated subscription management, and integrated Hubstaff for real-time tracking of hours worked. Additionally, they designed workflows to automate refunds and developed error-handling mechanisms to resolve discrepancies.

The Results

After implementing SpotDev’s solution, The Daft Company experienced remarkable improvements. They achieved a 50% reduction in administrative time for invoicing and reconciliation and a 95% improvement in billing accuracy, minimising errors. The real-time tracking of hours ensured transparency for clients, leading to enhanced user experience with automated billing and refunds. The streamlined operations enabled the company to grow without additional administrative burden, significantly improving client satisfaction due to timely and error-free invoicing. SpotDev’s automated system allowed The Daft Company to focus on their core service delivery and business growth.