CUSTOMER USE CASE
Scrubbed Delivers Real-Time Financial Insights by Automating Client Reporting with ClicData
About Scrubbed
Scrubbed is a professional services firm providing outsourced accounting, finance, and compliance support. They help companies make smarter financial decisions through accurate, scalable solutions
Their Objective
Scrubbed provides outsourced finance and accounting services to clients across industries and needed a solution that could consolidate financial and operational data from multiple sources.
Accurate, real-time reporting was critical for delivering strategic insights and ensuring clients could make timely, informed decisions.
They faced the following challenges:
- Data consolidation: Scrubbed needed a centralized solution to unify data from multiple accounting systems and spreadsheets without relying on manual processes.
- Manual reconciliation: Financial reporting required time-intensive data validation and reconciliation, reducing the team’s capacity for high-value advisory work.
- Client reporting scalability: As their client base grew, Scrubbed needed a more scalable way to deliver tailored dashboards and consistent financial insights across accounts.
Our clients rely on us to give them accurate, timely, and strategic insights into their business performance. But with data spread across multiple systems, from accounting software to Excel sheets, we were spending a significant amount of time just reconciling numbers before we could even start analyzing. We knew we needed a better way to deliver value at scale.
Their Approach
To overcome these challenges, Scrubbed implemented ClicData to unify financial and operational data from platforms like QuickBooks, NetSuite, and Excel into a single source of truth.
With automated data refreshes and built-in transformation workflows, Scrubbed eliminated manual reporting tasks, improved accuracy, and freed up time for strategic analysis.
The team built over 20 custom dashboards tailored to each client’s needs, enabling finance leaders to track key metrics and make faster, data-driven decisions.
