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All outcomes

From a spreadsheet to invoices that build themselves.

Greystone West is a construction management company running school-district building projects across California, about 20 to 25 districts on multi-million-dollar bond programs.

Industry
Construction management
Who they serve
~20 to 25 school districts
The scale
~1,000 invoices a year
01 / The challenge

What was getting in the way

  • Manual entry, not tied to the money

    ~1,000 invoices a year run out of one Excel sheet, then re-keyed into QuickBooks.

  • No visibility

    no one could tell what was sent or paid without asking one person.

  • All in one head

    the whole process lived with a single accounting person.

02 / What changed

What we built

Project setup that used to be manual math is instant, invoices create and send themselves on approval, and the business can finally see what's billed, paid, and coming.

  • An entry form that does the schedule math and creates every monthly invoice.
  • The invoicing factory: one-click approve to QuickBooks, plus a custom client PDF.
  • A cash-flow dashboard, color-coded draft, sent, and paid.
03 / The workflow

See the shift

From the old way to the new way ↙
Illustration of the workflow · A system that builds the invoices and shows the cash.
The people behind the build
DanielleKen
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