Our engagement with Roghnu was on the basis of billing automation. Their proposed solution was to integrate our Hubspot CRM with Sage Intacct to create an automated billing process for both our recurring and non-recurring customer orders. This would allow us to leverage our investment with Hubspot to move deals from "closed to cash" exponentially faster, and free up time for resources to work on more productive tasks. In order to accomplish this, we first had to migrate from Quickbooks Desktop to Sage Intacct, which required a complete revisit of all products, services, and active customers and contacts, define deal structures and payment terms. It was a big clean-up effort which they assisted us with navigating. Our project was completed on time and we have been able to remove several manual spreadsheets and free up resources. We also have a completely revamped process for sales to convert deals to invoices. In addition to the integration and automation project, their offer included a portal that houses all of our data, which could be leveraged in the future for additional reporting and metrics. This was really icing on the cake and we look forward to leveraging this part of the solution down the road. Review collected by and hosted on G2.com.

The knowledge that their team had on both Hubspot and Sage Intacct was expert level. I also appreciated their understanding of my business' specific challenges, their ability to follow along with our requests and goals. Review collected by and hosted on G2.com.