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

Industry

Human Resources

Challenge

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

Results

SpotDev’s integration of the software including HubSpot, QuickBooks, Stripe transformed its finance operations, improving efficiency, scalability, and client satisfaction. This resulted in a 50% time saving in invoicing and reconciliation and; and 95% improvement in billing accuracy and minimising errors.

Key Product

Custom Integrations, Solution Architecture, RevOps, HubSpot Implementation

daftco.com/

50%

Time Saving

95%

Improvement in billing accuracy

The Daft Company 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

HubSpot and Quickbooks integration case study UK

About The Daft Company

The Daft Company is a virtual assistant service provider based in the US, operating under UK legal jurisdiction. Daft provides top-tier professionals across various industries at competitive prices to help scale and transform businesses.

The Challenge

The Daft Company faced significant inefficiencies in its 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. The development team 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, workflows were designed to automate refunds and developed error-handling mechanisms to resolve discrepancies.

The Results

After implementing our solution, The Daft Company experienced remarkable improvements. These included:

50% reduction in administrative time for invoicing and reconciliation and;
95% improvement in billing accuracy and minimising errors.

Quantitatively, 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. The newly automated financial system allowed The Daft Company to focus on their core service delivery and business growth.