Introduction
PKSI, a professional services company, faced significant challenges in managing their time and expense reporting. Before implementing iBE, they relied on manual processes, which led to inefficiencies, lack of visibility, and errors.
Challenges
- Manual management of timesheets and expenses
- Inefficient processes causing delays
- Lack of integration with financial systems
- Limited visibility into project and employee data
Solution
PKSI implemented iBE to digitize and automate their operations. iBE was successfully integrated with QuickBooks, creating a seamless workflow for financial reporting.
Key Features Used
How it Works
- Projects, products, and employees are created in QuickBooks.
- Data is imported into iBE.
- Employees log their time against tasks in iBE.
- Time and expense data is exported back to QuickBooks at regular intervals.
Results
- Improved efficiency with an organized digital system
- Seamless integration between iBE and QuickBooks
- Accurate time and expense reporting
- Reduced manual errors and faster processes
Conclusion
By adopting iBE, PKSI transformed its manual processes into a streamlined, automated workflow that ensures accuracy, efficiency, and integration with its financial systems(QuickBooks).