The challenge
Reporting and finance kept slipping. The numbers had to be pulled from several systems, checked and put together by hand, and the work often ran late.
To keep up, Mittman was about to hire someone.
How we worked together
We customized YP around Mittman's reporting and finance work: where the numbers come from, how they are checked and who signs off. Then we connected it to the systems they already use.
YP prepares the reports and the finance work. The team reviews and approves.
What's live
Reporting and finance prepared on schedule
YP pulls the numbers from the systems Mittman already uses, checks them and drafts the reports. The team reviews them and sends them out.
See the use caseOrder acknowledgments checked line by line
The manufacturer's acknowledgment is checked against the purchase order, so wrong prices are corrected before they reach the books.
See the use case
The results
Reporting and finance are now always on time. The hire Mittman planned is no longer needed, and the work YP does saves $30k every week.
