The Challenge
An automotive marketing service company was weighed down by manual, paper-driven workflows connecting field service data to billing.
This outdated process caused frequent invoice errors, slowed billing cycles, and made communication between multilingual field teams and accounting difficult. The lack of real-time data visibility further delayed reconciliation and increased administrative workload.
They needed a bilingual, accurate, real-time system that could capture vehicle details directly in the field and sync seamlessly with QuickBooks.
Our Solution
As their Managed Intelligence Provider (MIP), we developed a custom bilingual web application to transform their billing process.
The solution leveraged the NHTSA VIN Lookup API to automatically validate vehicle information, ensuring error-free data capture at the source. By integrating directly with QuickBooks, field data synced in real time across all sites, eliminating manual entry and reducing invoice delays.
The Result
The company now benefits from real-time, accurate billing and streamlined communication between field staff and accounting teams.
Key Outcomes:
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Eliminated invoice errors caused by manual entry
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Reduced accounts receivable timelines significantly
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Improved field-to-accounting communication with bilingual support
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Achieved $32,000 in annual savings
Savings & ROI
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$32K in cost savings each year
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Faster billing and improved cash flow
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Reduced administrative overhead through automation
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Scalable design to support new dealerships and services
How We Helped as a MIP
Strategic Process Design
Reengineered the entire workflow to ensure seamless, bilingual data capture and billing integration.
Automation & Scale
Automated VIN validation and QuickBooks syncing to enable accuracy and speed across multiple dealerships.
Data-Driven Decisions
Provided leadership with visibility into billing accuracy, AR timelines, and dealership performance metrics.
Continuous Optimization
Delivered ongoing enhancements to support new dealerships and evolving operational needs.
Why It Matters
By digitizing and automating every step of the service-to-billing process, we transformed a manual, error-prone system into a streamlined, intelligent workflow. The result: faster billing, stronger data accuracy, and measurable financial savings across all dealerships.
Contact Simpatico today at 855-672-4800 or visit www.simpatico.com to see how we can help you design smarter workflows, harness intelligent automation, and achieve measurable results that impact your bottom line.
