July 11, 2022

Gaining Flexibility to Support Future Growth

Snapsheet’s rapidly growing billing volumes made it nearly impossible for the team to manually
record each insurance estimate as a revenue transaction, which was a requirement of its previous
QuickBooks accounting software. And since QuickBooks could not integrate with the company’s
back-end claims management system, Snapsheet needed a more efficient way to manage bulk
billing. In addition, its finance team spent hours on manual Excel workarounds just to ensure that
payments were applied to the correct customer claims and carrier invoices.