Case Study
Invoicing & Projection System
Streamlining operations with a custom invoicing and demand projection system.
The Client
Modern Craft is a fast-growing wine company with branches in Standish, West Branch, Au Gres, and Frankenmuth. Known for innovative wines and a loyal customer base, the company needed a stronger digital backbone to handle finance and inventory as operations scaled.
Services Provided: Custom System Development, QuickBooks Integration, Workflow Automation.
The Problem
Ops Bottlenecks
Managing finance and inventory across multiple locations became inefficient and error-prone, limiting visibility and slowing growth.
Invoice delays
Manual reconciliation with QuickBooks led to errors and wasted time.
Siloed forecasts
Demand data split across branches made planning unreliable.
Low visibility
Management lacked consolidated reporting across locations.
Heavy workflows
Returns, charges, and expense syncing required manual steps.
The Solution
Custom Invoicing & Projection System
Ena Pragma built a fully integrated system with QuickBooks and Square, giving Modern Craft real-time clarity, automated workflows, and branch-wide insights.
Key Features We Delivered
Auto invoicing
QuickBooks sync with returns and finance charges included.
Branch forecasts
Combined demand data into a unified projection tool.
Smart workflows
Overrides and automated syncing eliminated redundancy.
Simple UI
Card-based design made finance and inventory tasks intuitive.
Measurable Impact
The new system delivered immediate efficiency and accuray improvements across all branches.
70% faster invoices
Processing time cut from hours to minutes.
360° visibility
Branch-wide insights enabled better planning and forecasting.
100% accuracy
Automated sync removed errors from manual entry.
+30% efficiency
Staff now focuses on growth instead of admin work.
The platform was designed with a scalable, modern stack and smooth integrations to ensure reliability and long-term growth.
- Tech Stack:
- Frontend: React, Material UI
- Backend: Node.js, Express
- Database: PostgreSQL
- Integrations: QuickBooks, Square API
Outcome: From Chaos to Clarity
Modern Craft now operates with a streamlined invoicing and projection system that saves time, ensures accuracy, and provides complete visibility to support future expansion.
Modern Craft now operates with faster invoicing, accurate forecasts, and full visibility for growth.
