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Ideal Customer Profile

For Project-Based Accounting System

Company Type

  • ๐ŸขGeneral Contractors
  • ๐Ÿ—๏ธGlass & Aluminum Fabricators
  • ๐Ÿ› ๏ธInterior Fit-Out Specialists
  • ๐Ÿ“Design-Build Firms
  • ๐Ÿ”งMEPF Contractors
  • ๐Ÿ›๏ธArchitectural Services
  • ๐Ÿ›๏ธRetail / Commercial Renovation
  • ๐ŸญSteel Fabricators
  • ๐Ÿ˜๏ธReal Estate Developers
  • ๐ŸŽจEvent & Creative Agencies
  • ๐Ÿ“ŠConsulting Firms

Key Pain Points

  • ๐Ÿ“‰Struggles tracking project profitability
  • โฑ๏ธNo real-time visibility into expenses vs. budget
  • ๐Ÿ”—Disjointed quoting, billing, and reporting
  • ๐Ÿ“ฆManual warehouse and purchasing systems
  • ๐ŸšซNo approval workflows or audit logs
  • ๐Ÿ”’Lack of role-based access control
  • ๐ŸงพLack of accounting automation process

Software Needs

  • ๐ŸงพProject-based accounting and billing
  • ๐Ÿ“ฆInventory & warehouse tracking
  • ๐Ÿ“ˆRevenue and quota dashboards
  • โš™๏ธWorkflow automation for quotations and expenses
  • ๐Ÿ”Role-based access and audit logs
  • ๐ŸŽ›๏ธFlexible configuration to fit project workflows
  • ๐Ÿ› ๏ธHeavy customization and control over every detail
  • ๐Ÿ“Š Reports:
    • Trial Balance, Income, and Balance Sheet
    • A/R and A/P Aging
    • Project-wise Profitability

Good Fit Ifโ€ฆ

  • ๐Ÿ“ŠThey track revenue and costs per project
  • ๐Ÿค–Want to reduce manual work in accounting
  • ๐Ÿ”Need secure access and audit control
  • ๐Ÿ“ˆNeed flexible reporting
  • ๐Ÿ“ฆManages inventory across projects
  • ๐Ÿ’ฌWorks with external accountants
  • โณAims to speed up month-end closing

Buyer Personas

  • ๐Ÿง Owner / Director: Financial visibility and growth
  • ๐Ÿ“‹Project Manager: Budget tracking per project
  • ๐Ÿ“‘Finance Lead: Compliance and automation
  • ๐Ÿ“ฆInventory Manager: Streamlined purchasing
  • ๐Ÿ“ŠAccountants & Bookkeeping Firms: Automate journals, speed up monthly closings, and eliminate manual spreadsheet work

Company Size

  • ๐Ÿ‘ฅStartups, SMEs, and large enterprises (5 to 200+ employees)
  • ๐Ÿ“Supports 1 to 500+ active projects across departments or clients