VaultCaddy Blog

📊 Case Study: NYC Accounting Firm

Smith & Associates, a mid-sized accounting firm in Manhattan, serves over 65 small businesses. They process 280+ bank statements monthly from various institutions including Chase, Bank of America, Citibank, and Wells Fargo. Previously, their team of 4 bookkeepers spent an entire week manually entering data from PDF statements.

After implementing VaultCaddy, processing time dropped from 40 hours to just 2 hours per month. Accuracy improved from 85% to 98%. The firm now saves $18,000 per month in labor costs, equivalent to $216,000 annually. More importantly, their CPAs can now focus on high-value tax planning and advisory services instead of data entry.

🍽️ Case Study: Multi-location Restaurant Chain

"Taste of Home" restaurant group operates 8 locations across California. Each location maintains separate bank accounts with Chase, Bank of America, and Wells Fargo. CFO Sarah Martinez previously spent 3 days each month consolidating cash flow data from all locations to create unified financial reports.

Manual data entry led to frequent discrepancies between locations. With VaultCaddy, restaurant managers simply photograph statements with their phones and upload. Report compilation time decreased from 3 days to 4 hours with virtually zero errors. Real-time cash flow visibility enables optimized purchasing and staffing decisions.

🏆 Trusted by 500+ Businesses Worldwide

Including accounting firms, restaurant chains, retailers, and trading companies

✅ Supported Accounting Software

📋 3-Step Process

📊 Case Study: NYC Accounting Firm

Smith & Associates, a mid-sized accounting firm in Manhattan, serves over 65 small businesses. They process 280+ bank statements monthly from various institutions including Chase, Bank of America, Citibank, and Wells Fargo. Previously, their team of 4 bookkeepers spent an entire week manually entering data from PDF statements.

After implementing VaultCaddy, processing time dropped from 40 hours to just 2 hours per month. Accuracy improved from 85% to 98%. The firm now saves $18,000 per month in labor costs, equivalent to $216,000 annually. More importantly, their CPAs can now focus on high-value tax planning and advisory services instead of data entry.

🍽️ Case Study: Multi-location Restaurant Chain

"Taste of Home" restaurant group operates 8 locations across California. Each location maintains separate bank accounts with Chase, Bank of America, and Wells Fargo. CFO Sarah Martinez previously spent 3 days each month consolidating cash flow data from all locations to create unified financial reports.

Manual data entry led to frequent discrepancies between locations. With VaultCaddy, restaurant managers simply photograph statements with their phones and upload. Report compilation time decreased from 3 days to 4 hours with virtually zero errors. Real-time cash flow visibility enables optimized purchasing and staffing decisions.

🏆 Trusted by 500+ Businesses Worldwide

Including accounting firms, restaurant chains, retailers, and trading companies

✅ Supported Accounting Software

📋 3-Step Process

📊 Case Study: NYC Accounting Firm

Smith & Associates, a mid-sized accounting firm in Manhattan, serves over 65 small businesses. They process 280+ bank statements monthly from various institutions including Chase, Bank of America, Citibank, and Wells Fargo. Previously, their team of 4 bookkeepers spent an entire week manually entering data from PDF statements.

After implementing VaultCaddy, processing time dropped from 40 hours to just 2 hours per month. Accuracy improved from 85% to 98%. The firm now saves $18,000 per month in labor costs, equivalent to $216,000 annually. More importantly, their CPAs can now focus on high-value tax planning and advisory services instead of data entry.

🍽️ Case Study: Multi-location Restaurant Chain

"Taste of Home" restaurant group operates 8 locations across California. Each location maintains separate bank accounts with Chase, Bank of America, and Wells Fargo. CFO Sarah Martinez previously spent 3 days each month consolidating cash flow data from all locations to create unified financial reports.

Manual data entry led to frequent discrepancies between locations. With VaultCaddy, restaurant managers simply photograph statements with their phones and upload. Report compilation time decreased from 3 days to 4 hours with virtually zero errors. Real-time cash flow visibility enables optimized purchasing and staffing decisions.

🏆 Trusted by 500+ Businesses Worldwide

Including accounting firms, restaurant chains, retailers, and trading companies

✅ Supported Accounting Software

📋 3-Step Process

📊 Case Study: NYC Accounting Firm

Smith & Associates, a mid-sized accounting firm in Manhattan, serves over 65 small businesses. They process 280+ bank statements monthly from various institutions including Chase, Bank of America, Citibank, and Wells Fargo. Previously, their team of 4 bookkeepers spent an entire week manually entering data from PDF statements.

After implementing VaultCaddy, processing time dropped from 40 hours to just 2 hours per month. Accuracy improved from 85% to 98%. The firm now saves $18,000 per month in labor costs, equivalent to $216,000 annually. More importantly, their CPAs can now focus on high-value tax planning and advisory services instead of data entry.

🍽️ Case Study: Multi-location Restaurant Chain

"Taste of Home" restaurant group operates 8 locations across California. Each location maintains separate bank accounts with Chase, Bank of America, and Wells Fargo. CFO Sarah Martinez previously spent 3 days each month consolidating cash flow data from all locations to create unified financial reports.

Manual data entry led to frequent discrepancies between locations. With VaultCaddy, restaurant managers simply photograph statements with their phones and upload. Report compilation time decreased from 3 days to 4 hours with virtually zero errors. Real-time cash flow visibility enables optimized purchasing and staffing decisions.

🏆 Trusted by 500+ Businesses Worldwide

Including accounting firms, restaurant chains, retailers, and trading companies

✅ Supported Accounting Software

📋 3-Step Process

📊 Case Study: NYC Accounting Firm

Smith & Associates, a mid-sized accounting firm in Manhattan, serves over 65 small businesses. They process 280+ bank statements monthly from various institutions including Chase, Bank of America, Citibank, and Wells Fargo. Previously, their team of 4 bookkeepers spent an entire week manually entering data from PDF statements.

After implementing VaultCaddy, processing time dropped from 40 hours to just 2 hours per month. Accuracy improved from 85% to 98%. The firm now saves $18,000 per month in labor costs, equivalent to $216,000 annually. More importantly, their CPAs can now focus on high-value tax planning and advisory services instead of data entry.

🍽️ Case Study: Multi-location Restaurant Chain

"Taste of Home" restaurant group operates 8 locations across California. Each location maintains separate bank accounts with Chase, Bank of America, and Wells Fargo. CFO Sarah Martinez previously spent 3 days each month consolidating cash flow data from all locations to create unified financial reports.

Manual data entry led to frequent discrepancies between locations. With VaultCaddy, restaurant managers simply photograph statements with their phones and upload. Report compilation time decreased from 3 days to 4 hours with virtually zero errors. Real-time cash flow visibility enables optimized purchasing and staffing decisions.

🏆 Trusted by 500+ Businesses Worldwide

Including accounting firms, restaurant chains, retailers, and trading companies

✅ Supported Accounting Software

📋 3-Step Process