Care Company - Payment Collection Automation with QB Desktop and Stripe
A care company sped up payment collection by 72% and grew annual turnover 50%, from $2.5M to $5M+, using an AirTable-based system integrated with 6 other platforms including QuickBooks Desktop and Stripe.
Project Overview
Description
Monthly payment collection form clients is a 2x week long process to send invoices and corrections manually. The improved process was required. The solution increased the speed of payment collection by 72% for massive turnover gain speedup on the way from $2.5M per annum to $5M+ per annum.
The challenge to overcome was to integrate existing QB Desktop, by creating custom Cloud Based API.
Quickbooks Desktop integration using NodeJS QB Web Connector instance hosted on Google Apps engine for leading provider of compassionate care management solutions for older adults.
Features
Automated Printing using PrintNode API
AirTable interface
AirTable automations and scripts for automation
BPMN diagram flow
Stripe integration for generating outbound and recording inbound payments
QB Desktop custom integration with GCP cloud VM instance
Custom API for queries
HTML Statement and Invoice generation that look 1:1 to QB Desktop generated ones
PDF.co Merging of the Expenses, Invoice and Statement PDF into single one
Using HCI Map to generate custom stamp
Make.com Blueprint Backup routine
40+ Complex automations
💡 Note the animated GIF images below may take a moment to download
Client management interface
Billing Cycle Interface
Invoice management interface
AirTable Automations
Make Automations
There is around 40 automations on the backend that comprise this solution
Stripe automation
Example of the Stripe payment received automation and integration with QB Desktop using cloud API
Generate an exact copy of QB Statements and Invoices
Example automation that generates exact copy of the QB invoice and statement, preserving the layout.
BPMN Diagram
This is the DNA of the solution which consisted of 2 parts - mapping current and future state
Systems Interconnection Diagram
Various systems that are interconnected helping client to achieve twofold increase in payment collection
Printer management interface
Used to manage PrintNode to automate printing jobs. Triggering printing within Airtable to any part of the world
Project Details
Technology Stack
Processes
- Accounting automation
- Document Workflow Automation
- Onboarding
Frequently Asked Questions
Common questions about the Care Company - Payment Collection Automation with QB Desktop and Stripe project.
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