Key Results

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Reduced month-end reconciliation time from several weeks to just days through automation

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Enabled real-time inventory management, empowering clients to make faster, data-driven business decisions

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Elevated client satisfaction and retention by delivering seamless multi-channel integration and ongoing expert support


About Vector Business Solutions
Vector Business Solutions is a San Diego–based consultancy specializing in implementation, integration, and outsourced accounting services. The team partners with businesses to streamline financial operations, improve data accuracy, and support growth through technology.

Industry
Professional Services / Accounting & Consulting


Business Type

B2B


Customer Since

2023


Location

San Diego, California, United States

Tools Implemented
QuickBooks, multi-channel sales integrations


Their Mission

Helping businesses overcome operational inefficiencies and build sustainable growth by delivering expert implementation and ongoing support for accounting and e-commerce integration tools.

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The Challenges
Vector Business Solutions Faced
1
Manual Data Processing: Clients struggled with time-consuming manual reconciliation and lacked real-time inventory management before adopting Webgility.
2
Complex Integrations: Managing multiple payment methods and sales channels was challenging, especially for QuickBooks Desktop users.
3
Ongoing Support Needs: Clients needed a partner to handle integrations and serve as a bridge with Webgility support, ensuring continuous engagement and value.
The Solution
Vector Business Solutions Implements Webgility for Clients
1
Seamless Setup and Onboarding: Webgility’s straightforward setup and onboarding process, along with its strong support for QuickBooks Desktop, enabled rapid adoption for clients.
2
Continuous Engagement: By understanding clients’ businesses and acting as a liaison with Webgility support, Vector maintains long-term relationships and helps clients adapt to new sales channels and operational changes
3
Supporting Growth: With automated processes and real-time data, clients can focus on scaling their businesses and improving employee satisfaction.
In Her Words
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“Webgility has significantly improved our clients’ financial visibility and inventory management by automating data processes. The ease of setup and the unique depth of QuickBooks Desktop integration have strengthened our client relationships and positioned us as a trusted partner for ongoing change.”

- Susie Schade
Founder, Vector Business Solutions

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