Unlocking $860K through financial visibility
A multi-division construction company ran four separate QuickBooks files and couldn't see itself as one business. Simpatico connected the data — and uncovered $860,000 they were already owed.
Four divisions, four QuickBooks files, no clear picture
A construction company operating across residential, commercial, roofing, and glass divisions couldn't see how it was performing as a whole. Each division ran its own QuickBooks file, so the financial data was scattered across disconnected systems — and the gaps were costing them more than they realized.
Disconnected systems
Four divisions, four separate QuickBooks files. No single place to see the company's true financial position.
Fragmented reporting
Separate reporting processes across business units made it slow and painful to assemble a company-wide view.
Limited visibility
Leadership couldn't easily see overall performance, so decisions were made without the full picture.
About to over-hire
The company was considering hiring an additional finance employee just to assemble reports — solving a data problem with payroll.
Disconnected systems, turned into one connected platform
As the company's Managed Intelligence Provider, Simpatico connected its financial and operational data into a single unified reporting environment — and surfaced the opportunities hiding inside it.
Discovery & design
We worked with leadership to map how financial data was tracked across divisions and where the reporting gaps were — across multiple QuickBooks files, project-tracking spreadsheets, and separate reporting processes.
Map the gapsAutomation & integration
We connected the multiple QuickBooks systems and project-tracking spreadsheets into one place, then built clear, real-time dashboards giving unified visibility across every business unit.
One source of truthBusiness alignment
The new system helped leadership understand company-wide performance, cut manual reporting, and — most importantly — surface financial opportunities that had been invisible across the divisions.
Insight, not guesswork$860,000 in opportunity, hiding in plain sight
With real-time visibility, the company quickly uncovered money it was already owed — opportunities that had gone unnoticed for as long as the systems stayed disconnected.
Two discoveries, $860,000 recovered
During early analysis, Simpatico spotted a project that had been completed but never invoiced. The company issued the invoice and collected $180,000 in revenue it had simply overlooked.
A deeper review then surfaced an incomplete PPP loan process that had never been finalized. After completing the remaining paperwork, the company secured $680,000 in funding — money that would otherwise have been left on the table.
What a Managed Intelligence Provider does
Strategic Design
Unified reporting built across multiple QuickBooks systems, so leadership sees one company.
Automation & Scale
Financial and operational data integrated into a single, connected intelligence platform.
Data-Driven Decisions
Real-time dashboards give leadership clear visibility into company-wide performance.
Ongoing Partnership
Continuous improvements as the business grows, with a stronger data foundation each year.
Financial visibility for multi-division businesses, answered
Wondering what's hidden in your own financial data?
If your business runs across multiple systems or divisions, there's a good chance money and insight are slipping through the gaps. Let's find out what unified visibility could uncover for you.