Two-way integration with accounting software
Integration Services, Reporting and Business Intelligence
2024
Account and invoice data connected so nothing has to be typed into both systems.
The sales team entered customer details into Dorsera while the accounts team entered the same details into their own software. The duplication cost time and produced inconsistent records.
A two-way connection was built between the systems. A customer created in Dorsera opens as an account on the accounting side, and invoice data appears on the customer record.
On the reporting side, sales and collection figures can now be compared on the same screen.
Let’s plan a similar project together
Tell us what you need and we will agree scope and timeline together.