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Custom-built software connector and reporting

C4 crafted a system that uses Quickbooks Web Connector to automatically import relevant data from Quickbooks into Plaintiff, reducing duplicated data entry. Users can then run financial reports from within the application, filter those results by date and case ID.

Mission

Reduce time it takes to staff to enter data required to generate required client reports by integrating Quickbooks with Plaintiff.

Strategy

C4 developed an application workflow for users that balances data integrity with efficiency of data entry. After the core system was built, functionality was later through iterative work sprints.

Results

C4 developed an application workflow for users that balances data integrity with efficiency of data entry. After the core system was built, functionality was later through iterative work sprints.

Features

  • Intranet data connector between Quickbooks and Plaintiff
  • App implements a Quickbooks Web Connector plugin to access Quickbooks data.
  • App interfaces with Plaintiff MS Access via ODBC.
  • Custom logic matches Quickbooks check payees to Plaintiff clients.
  • Web interface for user to review and modify data before importing into Plaintiff.
  • App increased data entry productivity, thus lowering client's labor cost.