Tetra Streamlines Billing for INSC

Client Overview

INSC is a leading IT firm. However, their internal billing process, which relied on manual data transfer between systems, resulted insignificant financial losses and inefficiencies.

Challenge

INSC faced critical issues with billing accuracy and manual processes. Their workflow involved manually transferring data from Autotask (CRM) to QuickBooks after an opportunity closed. Without error detection, the firm uncovered several inaccuracies, leading to $206,000 in lost revenue over a year. INSC was confident their was more losses they did not catch. Additionally, the manual process consumed around 500 full-time employee hours annually, which could have been used for more valuable tasks.

Solution

Tetra's platform was implemented to automate the entire billing process for INSC. The solution included:

  • Automated Data Transfer: Seamless integration between AutoTask and QuickBooks eliminated manual data entry errors by automating the transfer of closed opportunities into QuickBooks.
  • Invoice Automation: Tetra's platform automatically generated and sent invoices, reducing the risk of human error.
  • Custom Billing Dashboard: A bespoke dashboard provided real-time insights into billing activities, allowing INSC to monitor and audit their billing processes instantaneously.

Features Utilized:

  • Visual Development
  • Seamless System Integration
  • AI-Generated Automations
  • Custom Reporting Dashboards

Results

Quantifiable Outcomes:

  • $206,000 minimum saved annually by eliminating billing errors.
  • 500 hours/year of manual labor eliminated, enabling employees to focus on Value-added activities.

Qualitative Outcomes:

  • Enhanced accuracy and transparency in billing.
  • Improved efficiency, leading to faster and more reliable invoicing.

Conclusion

Tetra revolutionized INSC's billing process by automating critical workflows and providing real-time insights into billing data. The partnership resulted in significant cost savings and freed up valuable resources for more strategic tasks.

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