Client Speak - Tim Stevenson - Finance partner at the United States Compliance Corporation

Seamless data transfer from CRM to Accounting, saving time and ensuring accuracy

Tim Stevenson, the finance partner at the United States Compliance Corporation, discusses their experience integrating Dynamics 365/CRM and QuickBooks using DBSync. The compliance administration and consulting services company faced challenges with data transfer between systems, leading to inefficiencies and human errors. DBSync’s integration solution enabled seamless data transfer from Dynamics to QuickBooks, saving time and ensuring accuracy. The speaker praised DBSync’s customer service and support, which were crucial factors in their decision to choose the vendor over competitors. The integration resulted in significant time savings, allowing the company to grow without expanding its accounting department. Although the exact ROI hasn’t been calculated, the company has avoided operational expenses and saved time on manual processes. The speaker recommends DBSync to other companies looking for data integration solutions and encourages viewers to reach out for more information.