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Data Integration + Accounting Automation Unlocks New Efficiency for Self-Storage Business

Josh Berman
Josh Berman,
1 minutes read
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Key Points

SPRCHRGR developed a custom web tool to automate invoicing, payment collection, and accounting transaction recording, reducing manual errors and labor costs.

The solution ingests and processes data from the client’s proprietary system, creating management reports and automating transaction entry into the general ledger.

Benefits include streamlined invoice generation, customer payment processing, and improved efficiency in customer refund management.

Background

A fast-growing self-storage business developed their own proprietary system to manage available properties and enable self-service customer bookings through their website. While the customer-facing frontend of the system functions very well, it was becoming increasingly time consuming, complex, and therefore error-prone to invoice + collect payments from customers and to manually record the accounting transactions on the back end to recognize revenues, fees, and other expenses.

SPRCHRGR developed a custom web tool to ingest, process, and display customized management reports of the client's unique dataset. Additionally, we built a direct integration to automatically post corresponding accounting transactions into the company’s general ledger, eliminating manual labor costs and associated human errors in the process.

Features & Benefits

  • Ingest data from source system via CSV file upload (direct API data sync will be implemented in phase 2)

  • Validate, transform, and aggregate data for management reporting

  • Bulk data transfer and entry into the accounting general ledger

  • Automatically generate invoices on a by-customer basis

  • Streamline customer payment processing

  • Increase efficiency of customer refund processing

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Disclaimer: This article, podcast, or video is for general education and does not create a client relationship or service engagement between you and SPRCHRGR. Please contact your advisor for guidance on your specific situation. We may provide links to third-party sources for your convenience, but SPRCHRGR does not continually review, control, or monitor these websites and is not responsible for your business dealings with them.

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