Situation
CopperPoint is an entrepreneurial investment company that specializes in acquiring and investing in plumbing, heating, air, and electrical companies with operations spanning multiple locations.
Challenge
- There were time consuming, manual processes to gather and assemble data for monthly financial and operational reporting.
- No existing process to combine portfolio companies into consolidated reporting.
Action
- No existing process to combine portfolio companies into consolidated reporting.
- Provided direct access to a variety of data tables, including BUCS standard operational and financial tables, that can be refreshed at the client's discretion through the BUCS Data Feed into Excel.
- Automated monthly financial and operational KPI reporting package.
Result
2 Weeks
from initial connection to Data Feed to automated monthly KPI reporting
15 Hours
saved manually cleansing and combining data in Excel each month
BUCS has given us access to our data at a level of granularity and speed at which we didn’t have before. On top of that, BUCS will save us hours each month going forward in helping us automate our monthly reporting processes. We were impressed at the speed at which the BUCS team was able to connect to and make our data available.
Dom Pica
Vice President

Systems Integrated
1 Sage Intacct Instance

1 Sage 100 Instance

1 QuickBooks Online Instance

4 ServiceTitan Instances

4 QuickBooks Enterprise Instances
