Achievements & Results
We’re measured on outcomes — hours saved, dollars recovered, faster closes, and clean numbers leadership can trust. Here’s a sample of real engagement results. Client names are kept private.
Selected wins
Each of these is real work for a real client — described without naming names.
Re-engineered with automation — roughly 340 hours a month handed back to the business, every month.
Custom API hooks and macros turn days of billing into minutes — so the cash comes in faster.
And error-free — a full day of error-prone work eliminated every pay cycle.
Automated a company’s accounts payable end to end so their AP team member could move into a role she actually wanted — adding more value, with no backfill and no rehire needed.
Automated credit-card statement coding — read the statement, map every charge to the right GL account — turning hours of monthly reconciliation into minutes.
Daily AR and sales reconciliation runs on its own and drops a clean summary in the right inboxes every morning — discrepancies caught same-day, not at month-end.
A weekly cash-flow and AP-priority report builds itself for ownership — no more late nights pulling numbers to decide what to pay.
Profitability, sales by region, cash, and KPIs — wired together with HubSpot and Zapier so the numbers update themselves.
Surfaced six figures of misclassified transactions, then built the controls that keep it from recurring.
Found and cleanly corrected previously unrecorded charges in a year-end review.
A custom allocation engine that took recurring cost out of a multi-entity operation.
Owned the books and the financial strategy as a client scaled roughly 7x.
A custom time-tracking and billing platform, from scratch — proof we build real software, not just spreadsheets.
Investor-grade monthly packages and covenant tracking that hold up to outside scrutiny — so financing rounds and diligence go smoothly.
References
Handing over your books is a big decision, and a little nervousness is normal. If it would help to hear it firsthand, just ask — we’re glad to connect you with clients who can speak to exactly what we’ve done and the value we’ve added.
Let’s talk
Book a free consultation and we’ll map exactly where Sumz can take work off your plate and where automation pays off fastest.
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