CASE
STUDIES
See how nonprofits and associations turn Salesforce and their AMS into results. These brief case studies show the challenge, solution, and outcomes: streamlined joins, point-in-time A/R, cleaner data, and smarter integrations. If you’re evaluating an implementation or targeted enhancement, you’ll see exactly how we work and how quickly impact follows.
Point-in-Time Fonteva
A/R Aging Report
Finance needed true point‑in‑time A/R; standard Salesforce/Fonteva couldn’t deliver. We built an installable LWC that reconstructs historical A/R from Fonteva Transactions for any date range, with instant Excel export and pagination under Salesforce security.
Month‑end prep dropped from 16 hours to 4, audit‑ready spreadsheets generate in under 2 minutes, and discrepancies are found in minutes. The package is customizable per org to match unique accounting rules.
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