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Case studies · Mattingly & Ott Financial Accounting

How Sammy Mattingly took morning reporting for 30 clients off his plate

Every morning used to start with 15 to 20 minutes of the same QuickBooks reports, saved and attached to the journal entry. That work is off his plate now, and he is using the time to take on clients who need more.

30
Clients
15–20 min
Every morning
5–10%
Already saving time

I'm probably touching 5% or 10% of what Aqqrue can do, and it's already saving me a lot of time. It's taken the monotonous morning reporting for our 30 clients off my plate.

Sammy Mattingly

Owner · Mattingly & Ott Financial Accounting

The change

How the morning changed

Before Aqqrue

15–20 min

Every morning, before anything else

30

Clients waiting on the same reports

  • The same clicks, first thing

    Open QuickBooks, fill in the report, save it, and attach it to the journal entry. It had to happen before the client information was usable.

  • No room for a harder client

    A prospect uses an outside invoicing tool that will not integrate with QuickBooks, and still needs every invoice in QuickBooks for reporting.

With Aqqrue

Off the plate

The monotonous morning reporting

Weekly

A path for invoices that will not sync on their own

  • The morning is his again

    He says he is probably using 5% or 10% of what Aqqrue can do, and it is already saving a lot of time.

  • Clients who need more service

    That time has let him consider work he would have turned away, including a weekly or monthly pull of invoices into QuickBooks.

The decision

Why the morning routine had to go

  1. 01

    It was the first thing, every day

    The reports were not hard. They were in the way, and they had to be done before the rest of the client work.

  2. 02

    Thirty clients, the same steps

    The firm services about 30 clients on an ongoing basis. The reporting repeated for each of them.

  3. 03

    A client the old setup could not take

    He expects Aqqrue to bring invoices across from a tool that will not integrate with QuickBooks, on a weekly or monthly basis.

  4. 04

    A small slice, already worth it

    He says he is probably using 5% or 10% of what Aqqrue can do. Taking the morning reporting off his plate is what made the product feel real.

Sammy Mattingly

The story

Sammy says he is probably using 5% or 10% of what Aqqrue can do, and it is already saving a lot of time. His firm services about 30 clients on an ongoing basis.

Every morning he used to spend at least 15 to 20 minutes pulling reports: opening QuickBooks, filling in the report, saving it, and attaching it to the journal entry. That work has to happen first thing, so the client information is there. Having Aqqrue take it off the plate is what made the product feel real.

That time has let him consider clients who need more service. His firm was about to propose to a client that uses an outside invoicing tool which will not integrate with QuickBooks, while still needing every invoice in QuickBooks for reporting. He expects Aqqrue to handle that on a weekly or monthly basis.

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How Daniel Kaufman turned a half-day of receipt work into five minutes

One ADP Excel file was spreading payroll, benefits, and PEO sales tax across four or five departments. Three payrolls in, each one has been correct. A stack of receipts that used to take half a day now takes about five minutes.

5 min
Receipt stack
3
Payrolls, all correct
4–5
Departments, one file

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