Optimizing United IT's
Financial Operations
with Balancebeam
Unified IT, led by visionary Cody Franklin, is a dynamic tech company dedicated to empowering businesses. With focus on innovation and cutting-edge solutions, Unified IT is reshaping the digital landscape. Their commitment to excellence and customer satisfaction sets them apart, making them a trusted partner for businesses seeking transformative IT solutions. The burden of disorganized receipts and confusion with QuickBooks’ clunky system led Cody to Balancebeam's streamlined solution.3 months in, and Unified IT financial chaos is now transformed to easily accessible financial information neatly organized on their Balancebeam dashboard.
How Unified IT Transformed Their Finances:
By the Numbers
100+
Man-hours saved
65%
Transactions auto-categorized
24x7
Visibility into financial health
30+
Customized financial reports generated
Challenge
Unified IT struggled with disordered finances. QuickBooks' complexity left them in the lurch. In the whirlwind of starting a business, managing finances was a daunting task. Without a clear financial picture, making informed decisions seemed impossible.
solution
Enter Balancebeam, the game-changer for Unified IT. With Balancebeam's user-friendly platform, bookkeeping became effortless. Clarifying transactions took minutes, not hours. The system provided comprehensive reports, including profit and loss statements, category-wise expenses, and balance sheets. This clarity empowered Unified IT to make sound financial decisions effortlessly.
.jpg)
"Balancebeam has been an absolute game-changer for my business. Their expertise and seamless financial solutions allowed us to focus on our core innovations. With Balancebeam, managing our finances became effortless. The team's dedication and support were invaluable. They transformed the way we approach financial management, making our journey smoother and more successful. I can confidently say that Balancebeam is not just a service; they are a strategic partner in our growth story."
- CODY FRANKLIN, FOUNDER OF UNIFIED ITPrecise personal
card transaction
recording
Balancebeam ensured accurate recording of previously missed personal card transactions.
Streamlined
Processes
Balancebeam's accurate records and streamlined processes bolstered Cody's confidence, empowering him to concentrate on Unified IT's expansion. With Balancebeam managing financial complexities, Cody found peace of mind, ensuring his undivided focus on growing Unified IT.
Transactions
auto-categorized
Intelligent rule-setting automated ~40% of transactions, saving time and improving data accuracy.
Improved
business
confidence
With accurate records and streamlined processes, Balancebeam instilled confidence, enabling Cody to focus on Unified IT's expansion.
Transitioning Chaos to Clarity: Unified IT's
Financial Journey
Embrace the Future with Balancebeam
Cody, the driving force behind Unified IT, partnered with Balancebeam for a groundbreaking transformation. Through Balancebeam's seamless tools and intuitive platform, Unified IT achieved unprecedented efficiency. Balancebeam streamlined operations, automated tasks, and delivered unparalleled financial clarity, empowering Cody to concentrate.