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Save Up to 40% of Time on Data Reconciliation: Vilms Consulting’s Success with Synder

Explore how Synder’s capabilities—including real-time data access, multi-platform integration, and the Summary Sync mode—save time, improve accuracy, and empower Vilms Consulting to deliver greater value to their clients.
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40%
Time saved on managing clients
6
Successful integrations under one roof
100%
Alignment of platform and accounting workflows

Vilms Consulting specializes in providing tailored accounting services, workflow analysis and training for businesses. Based in Boston, the company focuses on enhancing business efficiency through modern cloud-based financial solutions and expertise in platforms like QuickBooks Online. The firm has been assisting a wide variety of businesses by improving their financial processes, offering strategic planning, controller services, and accounting support.

Industry:

Accounting Services

Integrations:

Stripe, PayPal, Shopify, QuickBooks Online, Amazon, Affinity.net

Product:

Synder Sync

Before Synder

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Time-intensive and inefficient workflow relying on manual entries
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Struggling with the complexity of managing multiple platforms that don't integrate with each other
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Facing challenges with scaling transaction data management
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Dealing with delays in accessing financial data because of reliance on manual bookkeeping schedules

After Synder

Streamlining processes to focus on what matters most

Implementing Synder saved Vilms Consulting an average of 30-50% of the time that was previously spent on manually entering data. Routine tasks were handed off to an automated system, freeing up more time to focus on analyzing data and using it to make better decisions.. Synder not only simplified the work of the employees, but also gave both the clients and the team an opportunity to think more strategically and act more effectively.

Effortless integration across 30+ ecommerce platforms

Working with ecommerce clients includes constant interaction with various platforms, such as Amazon, Shopify, and Stripe, where payment and transaction management can often be a challenge. Synder simplified things for Vilms Consulting by bringing together data from 30+ integrations into one system, making it easier to customize client-specific processes.

Simplifying bookkeeping as client’s sales grow with Synder’s Summary Sync mode

By summarizing daily transactions into one entry, Synder helps Vilms Consulting keep the number of entries in the books steady, no matter how high the transaction volume gets. This approach means that even if a client's sales are growing, it doesn't directly increase the time and effort needed to manage their accounts. Vilms Consulting can now handle more transactions without any extra costs or labor.

Real-time data integration for smarter, faster business moves

Many bookkeeping services offer weekly or monthly summaries of records, but Synder offers unique data integration, providing Vilms Consulting with real-time transaction information. This system is a great fit for clients who handle daily payment processing, like sales reports through Stripe, giving them access to up-to-date data long before the end-of-month bookkeeping. With real-time information, clients can easily track their cash flow and performance, allowing them to make quick decisions and adjust as needed.

Synder saves us around 30% to 50% of time working, because it allows us to skip over the data entry. Once you get comfortable with how it integrates, you can just trust the process. The platform will show you if there’s a hiccup or a misfire and tell you exactly where it is.

Michelle Vilms
Owner of Vilms Consulting
Vilms Consulting

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