Customer Stories

How businesses use Trabalance to run their operations from one platform.

RetailSales, Operations, Finance

The situation

A multi-location retail business with four branches was running sales through a standalone POS, inventory on spreadsheets, and accounts in a separate system. Month-end reconciliation took two weeks. Stock discrepancies were discovered at the point of sale.

What changed

Moved sales, inventory, and accounting onto Trabalance. POS mode at every branch. Stock tracked in real time across all locations. Every sale posts to Finance automatically.

The outcome

Month-end close reduced from two weeks to two days. Stock discrepancy rate reduced by over 80%.

Professional ServicesOperations, Sales, Finance

The situation

A consulting firm with 40 consultants tracked time in spreadsheets and billed manually. Project profitability was only known after the engagement ended. Billing delays averaged three weeks after work completion.

What changed

Moved to Trabalance Projects. Timesheets logged daily. Manager approval before billing. Invoice generated from approved hours in one action.

The outcome

Billing cycle shortened from three weeks to three days. Project margin visible in real time during every engagement.

ManufacturingOperations, Purchases, Finance

The situation

A manufacturer of consumer goods estimated production costs using last quarter's averages. Actual cost was only known after month-end accounting. Pricing decisions were based on assumptions, not data.

What changed

Defined cost cards for every product. Production orders track material, labour, and overhead consumption in real time. Variance posted at the end of every run.

The outcome

Production cost visibility shifted from month-end to real-time. Pricing accuracy improved. Material waste identified and reduced by 15%.

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