Back to Blog
From spreadsheets and overtime to streamlined success
For KPS3, a full-service advertising and marketing agency in Reno, Nevada, billing used to be a multi-department marathon. The team was spending more than 60 hours a week just trying to bill clients and close the books—relying on a 400-row spreadsheet to patch together data from NetSuite, Salesforce, and payment processing tools.
“We were trying to close every month by the 10th,” said Bob Whitefield, CRO at KPS3. “But with all the manual data entry, validation, exports, and back-and-forth, it was nearly impossible without asking our team to work overtime.”
Not only was it time-consuming—it was risky. Just one mistyped number could throw off the entire cycle.
A patchwork process that couldn’t scale
With NetSuite, billing at KPS3 looked like this:
- Time entries had to be manually exported
- Account managers tracked invoices in a 30-column spreadsheet
- 350–400 invoices were created manually each month
- Any error meant delays, rework, and more back-and-forth
“It was error-prone and inefficient,” Bob explained. “We were basically maintaining a shadow system outside of NetSuite just to get the work done.”
Even departments outside of finance—like HR—were pulled in to help manage billing and reconciliation tasks. The process simply didn’t scale with the business.
Why KPS3 made the switch to Accounting Seed
The team needed an accounting system that worked with their operations, not against them.
That’s when they moved to Accounting Seed, a Salesforce-native solution that allowed them to ditch spreadsheets, eliminate double entry, and gain visibility across departments.
With Accounting Seed, their entire back office is now built inside Salesforce. That means:
- Account managers can create and approve invoices directly in the system
- Billing is automated and auditable (no more manual spreadsheets!)
- Finance has real-time access to data and performance metrics
- Teams trust the data because it lives in a single platform
The results: automation, speed, and visibility
After switching to Accounting Seed, KPS3 transformed their accounting workflows and saved 60+ hours a week in the process.
“Now everything lives in Accounting Seed and Salesforce,” Bob shared. “We’re no longer chasing spreadsheets. We’re managing data, making decisions, and moving faster as a team.”
They also eliminated the need for redundant validation steps, reduced overtime, and gave account managers tools to manage billing more efficiently.
Advice from Bob: “It’s not about good or bad—it’s about fit.”
For Bob, the decision to leave NetSuite came down to one thing: fit.
“It’s not that NetSuite is all bad. But it wasn’t right for us. Once we saw what Accounting Seed could do on Salesforce, and the care they had for our specific business model, we never looked back.”
Want to see what 60 hours back in your week looks like?
➡️ Book a personalized demo and see what’s possible when your accounting lives inside.
See Accounting Seed in action
Get a close-up view of how accounting on Salesforce can eliminate the need for costly integrations—and silos of mismatched information—by sharing the same database as your CRM.
