How a Marketing Agency Saved 15 Hours/Week with Finntree
BrightPath Media was drowning in spreadsheets and receipts. After switching to Finntree, they reclaimed 15 hours every week and finally understood their project profitability.
The Challenge: Spreadsheets, Receipts, and Zero Visibility
BrightPath Media is a 12-person digital marketing agency based in Austin, Texas, with annual revenue of $1.8 million. Like many growing agencies, their financial processes had not kept pace with their client roster.
Founder Rachel Simmons was spending her Sunday evenings reconciling spreadsheets. Her office manager devoted 15 hours per week to manual data entry, chasing receipts, and categorizing expenses across six client projects.
- Three different spreadsheets tracked income, expenses, and project budgets
- Monthly reconciliation took 2 full days
- Project profitability was only calculated quarterly, always weeks too late
- Tax preparation required an additional 40 hours of cleanup each year
The Solution: Finntree's AI-Powered Automation
BrightPath imported six months of bank statements into Finntree on a Monday morning. By lunchtime, every transaction was categorized, and for the first time, Rachel could see profitability by project in real time.
What Changed Immediately
- Automatic categorization: Every bank transaction sorted correctly within seconds
- Real-time dashboards: Revenue, expenses, and margins updated daily
- Project tracking: Each client's profitability visible at a glance
- AI insights: Finntree flagged that two clients were unprofitable, which the team had not realized
The Results: By the Numbers
| Metric | Before Finntree | After Finntree |
|---|---|---|
| Weekly admin hours | 15 hours | 1 hour |
| Monthly reconciliation | 2 days | 15 minutes |
| Profitability visibility | Quarterly | Real-time |
| Tax prep time | 40 hours/year | 4 hours/year |
The Unexpected Win
After Finntree flagged two unprofitable client accounts, Rachel renegotiated rates on both. One client accepted a 20% increase. The other she let go, freeing capacity for a higher-value prospect. That single decision added $72,000 in annual profit.
Try It for Your Agency
If your agency is still wrestling with spreadsheets, start your free Finntree trial today. See how our AI-powered features can transform your financial management.
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