Enhanced Financial Management Operations

Client

Real estate expediting firm

Challenge

Our client’s primary goal is to assist their customers in every phase of the permitting and construction process, including all financial operations. FinancialForce wouldn’t allow for the creation of an accurate, one-click invoice due to an API process that was manual, slow, and unsuitable for our client’s needs.

Solution

The CoreValue solution was focused on process automation that streamlined operational effectiveness for FinancialForce end-users. We implemented API using one-click Invoice posting and created ClickLink rules and jobs for auto-mapping entities without any code. This resulted in customization of objects/field mapping without additional development. Our team also set up Cash Matching for the client to automate billing process.