Automating Financial Processes for Creatives: Synder’s Role in Equilibrium Consultants' Success
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Equilibrium Consultants specializes in providing financial guidance and administrative support to individuals and businesses in the creative industry. The firm focuses on helping creatives navigate the often complex financial side of their work. With a background in event production and administration, the owner prioritizes freeing creatives from admin tasks so they can focus on their creative work.
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Before Synder
After Synder
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Streamlined job costing for clients in creative industries
The firm previously needed staff to allocate funding from various revenue streams manually, although this process required continuous follow-ups and wasted precious time. Synder automated the job costing function while maintaining high accuracy, so that the process ran much faster and with limited manual interaction. This automated solution allowed Equilibrium Consultants to accurately track expenses and income from various platforms, which increased both the clients’ and firm’s team productivity.
Automated data integration across multiple platforms
The workload of Equilibrium Consultants grew overwhelming due to their manual handling of transactions from WooCommerce, Stripe, Shopify, Etsy and other platforms. Synder automated the sync process, seamlessly transferring transaction data to QuickBooks with no manual intervention needed. This "set and forget" solution ensured that the client's financial data was up-to-date and accurate, no matter how many sales channels they were using.
Custom categorization rules for complex subscription models
Synder’s rule-based system solved the problem of tracking subscription changes by implementing automatic categorization of transactions based on specific keywords in the description or memo line. This solution ensured that all subscription transactions, no matter how they fluctuated, were accurately allocated to the appropriate accounts. By using Synder, Equilibrium Consultants eliminated errors and saved time, giving both the firm and their clients more confidence in their financial data.
Granular financial insights for smarter decision-making
Synder’s granular financial reporting offered detailed insights, giving Equilibrium Consultants the power to examine expenses and monitor vendor prices, while also identifying operational areas for improvement. Plus, with more accurate data, the firm’s clients could make smarter choices about suppliers and equipment, leading to better financial planning.
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Synder saved me so much time. With one specific client, just reconciling data was a challenge. Before, it would have taken three hours that would drag on endlessly. But with Synder, the same task took just 15 minutes. The difference was huge—it was a game changer.
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Become a success story with Synder
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