Meet Folio3 AgTech at Western Seed Association’s 2024 Convention in Kansas City, MO. Let us help you unlock higher yields and efficiency. Book a Meeting
Automating transaction imports from Square POS to NetSuite, Folio3’s integration saved Philz Coffee time and improved financial reporting.
Philz Coffee faced inefficiencies as their Square POS system was not integrated with NetSuite, requiring manual data entry and reconciliation, consuming time and resources for daily accounting and financial reporting.
Philz Coffee needed an automated solution to integrate Square POS with NetSuite, enabling seamless transaction imports and reconciliation, simplifying financial processes, and saving valuable time for their staff.
Folio3 developed a custom integration that automatically imports Square POS transactions into NetSuite, eliminating manual data entry, simplifying accounting reconciliation, and improving financial reporting efficiency at Philz Coffee.
Philz Coffee is a renowned American coffee company and coffeehouse chain based in San Francisco, California. Founded to make the perfect cup of drip coffee, Philz has revolutionized the coffee experience by offering unique blends and handcrafted beverages. The company operates 37 locations across the San Francisco Bay Area, Los Angeles, and Washington, DC, serving a loyal community of coffee lovers. Known for its personalized approach to coffee brewing, Philz Coffee continues to grow, maintaining a commitment to quality and customer satisfaction.
Philz Coffee faced significant operational challenges due to the lack of integration between its Square POS system and NetSuite ERP. This disconnect led to time-consuming manual data entry and reconciliation, which impacted productivity and financial reporting accuracy. By addressing these pain points, Philz sought a more efficient solution to organize their accounting processes.
Key Challenges Faced:
Key features and offerings included:
Created a custom integration to automate the data flow between Square POS and NetSuite, eliminating manual data entry and reducing the chances of human error.
The integration automatically imports accounting transactions from Square POS into NetSuite based on predefined field mappings, ensuring accurate financial reconciliation.
The integration runs regularly, ensuring that all transactions are updated and available in NetSuite on time for accurate reporting.
With the automated integration, Philz Coffee's sales managers now have instant access to accurate daily sales data, enabling quicker decision-making and improved financial oversight.
By automating transaction imports and reconciliation, Philz Coffee’s staff can now focus on more strategic tasks, saving valuable time and reducing labor costs.
Folio3’s custom integration of Square with NetSuite led to significant operational improvements at Philz Coffee, automating key processes and providing real-time financial visibility. Through this solution, Philz Coffee experienced the following transformative outcomes:
With the automated integration between Square and NetSuite, Philz Coffee no longer had to reconcile accounting transactions manually. This saved considerable time and minimized human error, enhancing efficiency.
Philz Coffee’s sales managers now have real-time access to daily sales data, enabling timely financial reporting and better decision-making across the organization.
By automating data transfer and eliminating manual tasks, Philz Coffee freed up valuable staff resources, allowing them to focus on other high-priority tasks and strategic initiatives.
The integration streamlined Philz’s day-to-day operations, improving overall productivity and reducing manual intervention in transaction handling.
With an automated system in place, Philz Coffee is poised for easy expansion and can scale financial reporting and accounting processes without additional manual effort.
Philz Coffee now enjoys powerful reporting capabilities, which offer more profound insights into their daily financial operations, helping the team optimize their business strategies.
Read what our clients say about their experiences and the difference our solutions have made for them.
We were extraordinarily pleased with the functionality and depth of understanding that Folio3's solution exhibited after a relatively brief but incisive, project kickoff meeting. Folio3 ``gets it`` from the start, relieving us from tedious development discussions drawn out over a long period of time.
Folio3 impressed me by learning a BI tool they did not have prior experience with and in a short amount of time produced analysis reports ready for business consumption. We are excited on the next set of critical reports Folio is working on for us and expect the relationship to continue for the foreseeable future.
"The team has done a tremendous job from testing and deploying our DAX applications to go live. They have also helped develop a reusable pattern for scheduling processes used by multiple workers. We will definitely continue to lean on folio3 for future support of these applications."
Folio3 has been an outstanding NetSuite implementation partner, excelling in complex integrations across our business units. Their expertise, innovative solutions, and responsive, supportive team make them truly impressive.
BioPak adopted NetSuite early in Australia, using its ERP, CRM, and eCommerce. After initial challenges with development partners, we partnered with Folio3 in 2016. Their transparency, work ethic, and seamless collaboration reignited our drive for crucial upgrades and innovations, making them a trusted partner in our growth.
We needed an online presence for our business that catered to both our B2B and B2C clientele and we needed it in record time. Folio3 was able to deliver in our timeline, in budget, and has continued to provide us with excellent on-going support.
We thank Folio3 for their dedication and hard work over the past 12 months. Folio3 team has been a great help to our organization, and I am proud of the relationship we have built between our colleagues and companies. I look forward to continuing to work with the Folio3 team.
Folio3 was extremely qualified within our NetSuite environment & was able to provide advanced proficiency when customizing the integration. I appreciate their ability to navigate the system well & provide the expertise needed to complete the project. We appreciate your hard work & look forward to our continued collaboration.
We are very excited to see the new PigWise app rolling out to production. When we had discussed the initial idea with Folio we had no idea that the final build would look this good. You guys rock!.
"I am happy to recogzine the work that was done by the Folio3 team. Our end users are very satisfied with the user interface and the performance of the app – and are excited to be more mobile. I appreciate the hard work and commiment to deliver a top quality solution. I look forward to continuing our business relationship."
"The Folio3 team has consistently exceeded our expectations. It felt as if we were working with an onshore team. It was their ability to understand our needs and keep us engaged throughout the entire process that has resulted in an exceptional product and a valued partner.."
