Problem
Salesforce opportunities and the billing system drifted apart, so every month-end meant a manual reconciliation to find mismatched accounts, amounts, and close dates before reporting could be trusted.
Case studies / B2B Services
Salesforce and billing kept in sync without the monthly cleanup
B2B Services · RevOps Manager
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Finance
DwgWhat we built
SheetB2B Services
Steps04
What we built
Build
- A scheduled integration reconciles Salesforce against the billing system on a nightly run, matching records, flagging discrepancies, and auto-correcting the safe ones.
- An exceptions report surfaces only the handful of rows a human actually needs to review.
Stack
- Salesforce API
- Apps Script
- Scheduled sync
- Reporting
Result
Month-end stopped being a full manual reconciliation and became a review of a short exceptions list. Reporting starts from data the team trusts instead of data they first have to repair.
Before and after
Outcome
Reconciliation
Manual to scheduled
Record check
Nightly
Human review
Exceptions only
Track record
6+
Years building automation
500+
Client reviews (4.9 avg)
650+
Projects delivered
A pattern we build often. Outcomes describe the system and how it changes the work, de-identified for privacy. Named references for your industry are available on request under a mutual NDA.
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