The situation
A building-material manufacturer was operating on a legacy ERP. The engagement connected financial reporting with the movement of orders, inventory, receivables, and cash.
The work
Grace took over the finance function, rebuilt management reporting, connected HubSpot pipeline information to operating and accounting data, and moved the company to Acumatica.
The resulting view
Pipeline → Orders → Inventory → Receivables → Cash.
The case illustrates how systems work and accounting work come together. The work connected management reporting to the operating data behind orders, inventory, receivables, and cash.
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