0
invoices typed by hand
7 hrs
returned per person, weekly
1 hr
month-end reconciliation, was 2 days
01 · The problem
Where the time went
Orders lived in the CRM; invoices lived in accounting; people were the middleware. Each order was re-typed by hand, typos surfaced at month-end, and reconciliation took two days of hunting across systems that disagreed with each other.
02 · What we built
01Field-mapped orders to invoices and built a two-way sync between the CRM and accounting
02Added dedupe and validation on entry so bad records never propagate
03Instrumented every sync with retries, alerts and a dead-letter queue nobody has to babysit
04Left the finance team a reconciliation view that compares both systems continuously
“Nobody types an invoice anymore. Month-end reconciliation went from two days of hunting to an hour of checking.”
Rosa Delgado · Head of Operations, Orbita
IN THE STACK
