We are spending a lot of time and doing manual work each month end to reconcile Intacct to ServiceTitan that involves exporting reports from both systems, recreating item IDs, pivot tables, index/vlookup in excel.
ST Aggregate Inventory report to Intacct Inventory Valuation - quantity on hand and value
We will soon have 25 locations that we need to perform this reconciliation for. There has to be a better way? Any suggestions?
Thanks in advance!
Thanks for the feedback. Despite our efforts the systems do not reconcile and we need to do a manual check. I was hoping to learn if anyone from the community is successfully using API to automate reconciliation? Like linking ST with Intacct and having it find differences.
Such a tough area, @zelbur and a lot of it depends on your operational process and how your system is currently configured. Things like linking materials + equipment to services will help with the replenishment process. Also, cycle counts on your trucks need to be conducted on top to verify the replenishment matches. Best of luck!
- Sheena @ NIFT