Case studies
DE-YAN is a production and creative services company managing dozens of client-facing projects, often working under strict timelines and tight budgets. Accurate, real-time visibility into financial data is critical for ensuring projects stay profitable and on track.
How a creative services company automated budget reporting with Coupler.io and saved 15 hours daily across 20+ projects
Industry
Creative production & services
What we did
Automated daily QuickBooks imports, applied data transformations, enabled live tracking in Google Sheets
Outcomes
Saved ~15 hours/day, cut budget overruns by 5–50%, enabled faster and more confident decisions
Industry
Creative production & services
What we did
Automated daily QuickBooks imports, applied data transformations, enabled live tracking in Google Sheets
Outcomes
Saved ~15 hours/day, cut budget overruns by 5–50%, enabled faster and more confident decisions
About the company
The Challenge
Managing income, spending, and vendor data across multiple ongoing projects was time-consuming and inefficient. The team had to manually export data from QuickBooks, clean it, and format reports-often delaying budget decisions by hours or even a full day. These delays occasionally led to overspending in certain areas, ranging from 5% to 50%.
Theodel Reid
Finance & Operations
“Getting real-time data on project spending is essential for us-but without automation, it caused decision delays and potential budget overruns.
The Solution
Coupler.io enabled the team to automatically import financial data from QuickBooks into Google Sheets, where they could review and share it instantly. With just a few setup sessions, they were able to eliminate manual reporting, reduce errors, and establish a single, always-updated source of truth.
Theodel Reid
Finance & Operations
“Coupler.io’s transformation features, filtering, and data appending gave us exactly what we needed-fast and seamless setup.
Results & Impact
Thanks to Coupler.io, the team now saves around 15 hours each day across 10–20 active projects. Budget decisions are made faster, data is cleaner, and internal collaboration has improved. With plans to adopt dashboards next, they’ll soon gain even deeper insights.
Outcomes:
• ⏱ Saved 1 hour per project/day across 10–20 projects (avg. 15 hours/day)
• 💸 Reduced budget overspending in project areas by 5%–50%
• 📊 Eliminated manual data prep and improved reporting accuracy
• 🔄 Unified QuickBooks data into one real-time, shareable Google Sheet
Tools & technologies
Coupler.io
Google Sheets
Data sources
QuickBooks
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