Custom Reporting Software for Business Process Automation

Making sense of the numbers with custom reporting software

Business process automation and custom reporting software serves small business owners while allowing Crabtree Rowe & Berger to scale infinitely.

Web-based dashboard integrates with Quickbooks and provides real-time reports

Crabtree, Rowe & Berger, PC is a CPA practice dedicated to helping entrepreneurs interpret financial data to make smarter business decisions. To further this goal, CEO Greg Crabtree established a data analysis tool called Simple Numbers℠ that enables business owners and managers to interpret actionable business strategy from their QuickBooks® accounting data. Unfortunately, the tool required Greg’s firm to manually enter and reformat data for hundreds of clients, a time-consuming process that limited their ability to scale.

It was clear to Greg that they needed some help with business process automation, as well as improved custom reporting software, so that they could make the most of the winning concept behind Simple Numbers℠.

PROJECT GOAL:

Develop a web-based financial reporting and decision making tool for entrepreneurs to gain critical insight into the health and performance of their business, while automatically updating and synchronizing with customers’ QuickBooks software

TECHNOLOGY

SaaS Product Development
Ecommerce Design + Development
ClickModel
Web App Development

“I wanted to invest in a planned solution. Praxent’s [ClickModel] process answers the question, ‘I’ll know it when I see it.’ You can talk programming language ’til the cows come home, but I won’t understand any of it. The clickable prototype is what really brings us onto the same page.”

Greg Crabtree / CEO / Crabtree, Rowe & Berger, PC

Prototyping provides a clear vision

Crabtree needed a custom solution that would automatically reformat a client’s data using the Simple Numbers methodology with little to no customer support required. After meeting with several software development companies, Crabtree selected Praxent because of our software prototyping process called ClickModel and our Agile software development approach that would ensure the final product would match the firm’s vision.

With ClickModel, Praxent built an app prototype to verify the look and feel, user experience, and functionality for a fraction of the cost of developing a finished solution. Our project management process enabled the team to work collaboratively to make adjustments early in the planning stages, saving their firm both time and money.

From accounting firm to
custom reporting software company

Crabtree, Rowe & Berger went from an accounting firm to a software company as a result of our business process automation solution. The robust accounting tool we created not only eliminated the need for hours of manual labor, it also delivered on the following goals:

Provides the firm with a product-based recurring revenue stream

Delivers infinite business scalability

Offers future-ready, flexible architecture for added functionality

Optimizes the mobile experience with responsive design

Automates purchase and renewal process via a custom e-commerce site

Enables clients to take control of their accounting data, increasing satisfaction and loyalty

We’ve always seen the opportunity for custom software [for our firm], but have never found a trusted partner with the process to pull it through successfully. With Praxent we finally found someone who understood our vision and had a clear plan for realizing it.”