Solution: Click-based Quote-to-Cash

Case Study

Charity/ NFP

Technologies

Media

All Industries

Engineering

Our client, a sales‑focused organisation with monthly turnover of around £1 million was fast-paced and incentive-driven. Sales personnel were incentivised by commission on closed sales, while a three‑strong finance operations (FinOps) team ensured that reported sales figures aligned with the numbers posted to the ledger.

Location

United Kingdom

TEAM

Sales and Finance

Challenges we faced

A standalone finance system (Sage 50, later Sage 200) required extensive keystrokes to capture sales information

Primary challenge: Sales and accounting data had to be replicated manually between Salesforce and the finance system

Additional challenges: Lengthy latency between sales month‑end and finance reporting created conflicts, delayed management insight and frustrated both sales and finance teams

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What we have done for them

Brysa recommended and implemented a single‑source‑of‑truth finance solution within Salesforce.

After assessing FinancialForce, Accounting Seed and Sage Intacct, the client selected Accounting Seed for its native Salesforce operation and zero reliance on external API integrations.

We scoped, configured and migrated the general ledger and accounting data, reorganised chart of accounts and built custom reporting functions directly in Salesforce. Throughout implementation we ran parallel processes in Sage and Accounting Seed, provided multiple build demos and delivered adoption training led by Brysa’s chartered accountants.

BUILDING BLOCK OF SUCCESS

Solution selection and scoping

Process-driven approach to choosing the right fit.

Evaluated FinancialForce, Accounting Seed and Sage Intacct.
Recommended Accounting Seed for native integration and cost efficiency.

Data migration and chart of accounts reorganisation

Reorganisation of key data

Collaborative chart of accounts reorganisation and data migration preparation.

Managed templated ETL process to move historical data.
Restructured general ledger within Salesforce to mirror client reporting needs.

Automations & Customisations

Adoption-focused automations and reporting implementation

Developed click‑driven management accounts and P & L statements.
Enabled invoice generation from opportunity records with one click.

Change management and training

Customised change plan and onboarding to ensure success.

Ran dual‑system parallel adoption to validate accuracy.
Delivered hands‑on training and build demos with chartered accountant support.

Impact

The result of our collaboration

Successful implementation of our solution led to an all-round transformation of FinOps.

Saved over 30 % of FinOps team time within the first month of adoption

Month‑end management accounts reporting reduced from days to hours

Real‑time P & L and customer statements eliminated data‑entry latency

Collaboration improved between sales and finance, shifting focus to further automation rather than conflict.

Leadership gained immediate access to accurate financial insights.

Function

Services

Outcomes