Modernizing Financial Operations for a Mobile App & Design Company

The Client

A growing mobile app and digital design company focused on reinventing the mobile experience through excellent, elegant, and ethical design. The company creates and curates brands with a focus on thoughtful, user-first experiences, offering an alternative to the dark patterns and poor user experiences common across today’s digital landscape.

As the company grew, its financial operations became increasingly complex, particularly across multiple entities and currencies. To support this growth, the company partnered with Echo Park Consulting (to modernize its financial infrastructure and move beyond the limitations of its legacy QuickBooks system.

Legacy System: QuickBooks

The Challenge

The company was managing its financial operations in QuickBooks, which was no longer equipped to support the complexity of its growing business.

Managing multiple entities and currencies required significant manual intervention, with the team relying heavily on spreadsheets to consolidate financial data and manage eliminations. Disconnected processes and manual data handling created bottlenecks across financial operations, making reconciliation slower and limiting visibility across the business.

The company needed a more scalable financial system that could centralize its accounting operations while providing greater flexibility and visibility across entities and currencies.

The Solution

Echo Park Consulting migrated the company from QuickBooks to Rillet, implementing a more robust ERP foundation designed to support its multi-entity and multi-currency operations.

EPC delivered a full subledger migration, including:

• General Ledger

• Accounts Payable (AP)

• Accounts Receivable (AR)

• Fixed Assets

• Depreciation schedules

The implementation also introduced Rillet’s cash reconciliation capabilities, helping replace manual reconciliation processes with a more streamlined and efficient approach.

The result was a centralized financial system that provided greater visibility into AR and AP across entities and currencies, while reducing reliance on disconnected spreadsheet-based processes.

The Results

The move from QuickBooks to Rillet gave the company a more flexible and scalable foundation for managing its financial operations.

Greater visibility across entities and currencies
The new ERP environment provided improved visibility into AR and AP across the organization.

Faster reconciliation
Rillet’s cash reconciliation capabilities made the reconciliation process faster and more efficient.

Reduced manual processes
The company was able to move away from manual spreadsheet-based elimination and reconciliation processes.

A more scalable financial foundation
With a multi-entity-capable ERP system in place, the company gained a stronger foundation to support its continued growth and increasingly complex financial operations.

Key Takeaway

By replacing QuickBooks and fragmented spreadsheet processes with Rillet, EPC helped the company move toward a more connected, flexible, and scalable finance operation—giving its team greater visibility and a more efficient way to manage financial operations across entities and currencies.

Customer Perspective

“The new setup gave the team more flexibility and visibility managing AR and AP across both entities and both currencies than the prior spreadsheet-and-manual-eliminations process, and the cash reconciliation module made reconciling faster.”