Agility and insight are essential for a small, rapidly-growing company like dapple. Fintelligent has made a huge impact on both by freeing us up to focus on things that are actually growing the business. Thanks to the real time financial and operational visibility Fintelligent now provides, I can always see if we’re meeting our forecasts and I sleep better at night.
Jeremy Pertman, CEO
Fintelligent provided a fully outsourced financial department to support rapid growth.
Dapple is a leading innovator and producer of non-toxic, hypoallergenic, and plant-based cleaning products for families with young children. The company’s products can be found online and on the shelves of Target, Walmart, Buy Buy Baby, Babies R Us and many other leading U.S. and international retailers.
Company was outgrowing QuickBooks and needed a more robust management reporting system to support growth.
Rapidly growing financial transaction volume required better automation to improve workflow and data integrity.
Growing margins as well as properly capitalizing the company were top priorities
Prepare a complex business for rapid scale
FINANCIAL PLANNING & ANALYSIS:
Automate transactions to reduce manual input and improve data
Develop KPI system and performance dashboards to improve gross margins and track ROI of investments
Secure debt and equity financing
Implement better management reporting, including inventory valuation and costing methods
Fintelligent provided a complete turnkey financial department: Virtual CFO, Virtual Controller and Virtual Bookkeeping
Fintelligent advised dapple on strategic matters, such as how to secure and deploy investment capital to maximize ROI
Fintelligent upgraded QuickBooks to SageIntacct and automated processes, providing timely financial information available on any device connected to the internet
We worked with management to secure debt and equity capital to finance rapid growth
We developed an annual plan and performance metrics, tracked by customized dashboards, that provided management real-time guidance on performance
Tripled gross margins
Raised first institutional round of equity financing
Saved over 60 hours per month on manual processes
Optimized inventory management via 3rd party integrations
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