Kruze is an advanced online promotion and customer engagement platform for a consulting company in over ten states in the USA.
Seed and venture funding kruze clients have received
Customers are satisfied with the quality of Kruze's financial services
Kruze tax team helps to save in payroll taxes this year
The kruze project’s roi during the team work
Earlier the company’s specialists spent a lot of time for the creation of personalized monthly financial reports for every individual client. Design of the generation function of such documents with data import from QuickBooksOnline allowed automating the preparation process of Financial Package for every separate company with an automatic mailing that significantly decreased operational time of accountants and analytics of Kruze.
Most of the financial documentation was previously prepared by specialists manually, relying on figures and data from various documents, reports, invoices and other sources of financial information. We implemented the customer cards cross-integration with the ability to view all data directly in the card and export it to the necessary reports. It allowed us to optimize the work system maximally. At the same time, the company significantly reduced the risk of errors in documentation due to the human factor, thereby fully protecting clients from fines, and itself from losing cooperation contracts.
Tracing and keeping transactions for every individual start-up is one of the most routine tasks in bookkeeping management. Creation of the unified library of identification rules from Quickbooks allowed optimizing tracing financial flows for every specific account. Library Kruze Keeper comprises and is continuously supplemented with rules with assigned key requests ranged by success rate for every separate vendor. The development algorithm of new rules includes an assessment of the availability of similar rights, their rating and other parameters. Kruze Keeper’s development permitted to automate accounting and registration of transactions and significantly reduce the time for their tracing.