When Santiago first stepped into his financial position at CIO Landing, he started off with "only a spreadsheet."
Within his decade-long tenure, Santiago has revolutionized CIO Landing's financial processes, shifting from manual labor to seamless automation. With a steadfast focus on becoming a top-tier IT Support Provider, CIO Landing is now set on an ambitious path to expand and establish franchises across the United States.
As CIO Landing embarked on acquiring a new Managed Service Provider (MSP) of equal size, Santiago Susbielles, Finance Manager, encountered a "really complicated" situation with two ConnectWise PSA instances and two QuickBooks Online (QBO) instances - a truly intricate challenge to navigate.
With the task of managing two companies simultaneously, Santiago delved into crafting a strategic plan to streamline operations. Driven by the pursuit of a more efficient solution, he sought the expertise of Wise-Sync's support team to explore the possibility of consolidating to a single ConnectWise PSA instance and one QBO instance for their collaborative ventures.
Transitioning from managing a mere forty invoices per month with straightforward billing needs for a single company, to taking on a new acquisition and handling up to 200 invoices monthly, each with unique billing requirements and the added complexity of check collection, posed an overwhelming burden of stress, time, and financial strain -
Santiago recognized the urgent need for a comprehensive invoice and payment solution to effectively address these complex obstacles.
When Santiago reached Wise-Sync's support team, our developers faced this unique challenge head-on.
In addition to consolidating the two ConnectWise PSA instances and two QuickBooks Online instances into a single source of truth, the implementation of WisePay, an automated payment solution, for their acquired company, revolutionized the financial operations at CIO Landing, streamlining the entire process for optimal efficiency.
At that time of their acquisition, CIO Landing was already using Wise-Sync and WisePay, which enabled their company to run paperless. Their newly acquired company, however, did not utilize any processor for automated invoicing or payments - and only received printed checks.
Already knowing the seamless integration of WisePay with Wise-Sync and the flexible month-to-month agreement without any lock-in contracts, Santiago was fast driven to set up WisePay for their acquired company. This innovative two-in-one solution not only promised substantial cost savings for supporting the two newly merged companies, but also assured an all-encompassing solution for streamlining their end-to-end financial operations.