Problem
Manual roll‑ups created delays & errors.
Approach
Data pulls from QuickBooks + CRM into a controlled sheet, anomaly checks, scheduled PDFs.
Stack
QuickBooks, Zapier, Google Drive, Apps Script.
Outcomes
Prep time −66%; fewer reworks; partners receive KPIs 5 days earlier.
What’s next
We expand on the early results by adding monitoring, A/B tests, and new playbooks. Want a similar outcome? Book a call.