Compliance
Compliance made simple for a boutique operator
Double‑entry tracking and exportable audit trails helped a boutique operator meet reporting standards in half the time.
- Reporting time
- ‑50%
- Audit findings
- 0 issues
A boutique operator needed reliable records for tax and internal controls. Spreadsheets were error‑prone and difficult to reconcile.
Challenges
- Manual data entry led to mismatches
- Supporting documents scattered in email and shared drives
- Stressful quarter‑end close and audits
Solution
- Enabled double‑entry flows with categorized transactions
- Attached receipts and documents to each ledger entry
- One‑click export of audit‑ready reports and evidence
Results
- 50% faster month‑ and quarter‑end
- 0 audit issues; cleaner document trail
- Owner has real‑time view of cashflow and liabilities