A management company is required to provide reports to clients on a recurring basis that contain various information from QuickBooks and files stored in Microsoft SharePoint Online. Today, the company manually generates reports from QuickBooks, and provides employees with access. Employees review the information and manually assemble a report based on the requirements and frequency agreed to with the respective client.
The current process requires Adobe Acrobat DC Standard software to assemble the various documents into a single report and is overly time consuming.
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