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ConsultingProfessional Services Firm
Eliminating Data Entry for Professional Services Firm
Key Results
15/week
Hours Saved
Eliminated manual data entry
90%
Error Reduction
Fewer billing discrepancies
95%
Team Satisfaction
Positive feedback from staff
The Challenge
A 30-person consultancy was losing 15 hours per week to manual data entry across their CRM, project management tool, and invoicing system. Data discrepancies led to billing errors and client frustration.
Our Solution
We built a centralised workflow that syncs data across all their tools. When a new project is created, the CRM populates itself, the project structure sets up, and the invoicing timeline kicks off.
Technology Used
n8nAirtableQuickBooks APISlack IntegrationCustom Scripts
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