DocuSend

From 12 hours per week down to 5 minutes. Turned a manual spreadsheet process into a fully automated custom business logic application. More accurate, less work, a clear win.

AutomationCRMIntegration
DocuSend
Mar 2024

The Problem

PDF Statements and financials were being run manually every week, with spreadsheets, sweat and tears.

Our Solution

By automating the process with Python and a custom Flask App, the entire accounting process became much cleaner, more reliable, and automatic.

Tech Stack

PythonFlaskHubSpotREST APIGitHub

Key Outcomes

Headaches Eliminated
12+ Hours Saved Every Week
Automatic PDF Statement Generation
"Mike heard the need and offered a solution. Not only did he hit the timeline, but the app (DocuSend) has saved so much time. We've gained an extra day of productivity PER WEEK! Couldn't be happier with the custom solution, thanks again."
Nicholas Tenszen
CEO at Fin Tech Company

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