The Challenge
Imedview was implementing Sage Intacct with BT Partners to manage its rapid growth and establish a foundation for scalability. Due to the lack of an open API in their proprietary system, which required custom API calls, Imedview faced challenges with time-consuming manual data entry.
The top priorities were to automate invoice processing and ensure timely data synchronization with Sage Intacct.
Imedview Integration Challenges:
- They have a proprietary system that they needed to integrate with Sage Intacct.
- They needed to transfer complex case information with multiple service types and specific keywords.
- They required custom API calls to move data correctly.
- They needed a solution to handle their rapid growth and increasing financial complexity.
- They required an integration to automate processes and handle more sophisticated data transfers.
The Solution
Imedview turned to DataBlend after BT Partners recommended it for its seamless Sage Intacct integration capabilities.
"BT Partners told us about DataBlend and said that it would make our lives a lot easier; since then, everything has been super easy and magical," said Stephanie Bover, Imedview Corporate Trainer.
DataBlend collaborated with Imedview and BT Partners to find an effective connection solution for Imedview's integration challenges. The three parties worked together to expedite and implement the solution within a two-week timeline.
The implementation process was smoother than expected, allowing Imedview to connect its financial systems quickly and without disruption. DataBlend pulls financial data hourly, ensuring up-to-date records and eliminating manual entry errors.
"We've been able to double or triple the number of invoices that we would have previously without DataBlend. We don't have to go fishing for the details, and the information is being pulled over by DataBlend and coming through correctly."
Imedview is using DataBlend for:
- Automated data transfer between their proprietary system and Sage Intacct.
- Hourly data pulls to transfer case information, services, and invoice details.
- Filtering and moving specific data points based on service types and keywords.
- Automating invoice processing has increased their invoice handling capacity by 2-3 times.
- Ensuring accurate and consistent data movement between their custom systems.
The integration between their proprietary system and Sage Intacct allows their finance team to trust the transferred data without manually digging through multiple systems, significantly reducing data management and reconciliation time.
Results:
- Time Savings: Automation of invoice processing reduced manual work, freeing up valuable resources.
- Scalability: As Imedview experienced rapid growth, DataBlend's integration supported expansion without adding burden.
- Efficiency Gains: Hourly data syncing improved financial accuracy and decision-making, empowering leadership with timely insights.
The Conclusion
With DataBlend, Imedview has streamlined its financial processes, saved time, and scaled effortlessly. Automating invoices and hourly data syncing have been game changers.
"I love working with DataBlend. I don't feel like just another number; knowing that I'm building a relationship with a partner is reassuring. I appreciate having someone I can count on for help rather than just a random person who doesn't understand the situation."
