The Classic Spreadsheet Trap
C24 chose Aedon.Accounting to streamline their project management and time-recording challenges, which were creating a labyrinth of complex Excel spreadsheets, which did not reconcile with their core accounting system. They had outgrown it.
The Challenge
Time for each project is recorded by a combination of C24 and external contractors through GitHub. This time must be compared with the project budget and terms, all of which vary from project to project.
But recorded time is not necessarily the same as invoiced time and adjustments are often made before an invoice is presented to the client.
The Solution
Aedon.Accounting has replaced Xero as the core of the financial solution with the great advantage that it shares the same core Account information with Sales Cloud, where the CRM activities are initiated.
New dashboards and reports focused on individual project success replace Excel spreadsheets ensuring integrity of the data by drawing it directly from the financial system.
The result is a cleaner simpler financial process with greater accuracy and simplified project control.
Client Profile
Industry: Consultancy
Growth Stage: Challenger
Previous Finance System: Xero
Project Status: Live
Results
- Streamlined Financial Processes
- Faster and More Accurate Reporting
Technology
- Aedon.Accounting
- Salesforce Sales Cloud
- GitHub (Time Recording)
