From Chaos to Click

How We Transformed a Mailroom Billing Nightmare into a Streamlined System

The Problem

When my client, we’ll call him John from now on, a local print and mail service provider, approached me, he was wrestling with an outdated, manual billing process. Every month, his bookkeeper would spend over 8 hours copying and pasting from various spreadsheets into QuickBooks, aggregating data from five separate sources: the Meter Report, C…