Plastic surgery and medical spa practices expanding across multiple states faced delays and errors from manual journal entry processes. Without automation, monthly closes can be slow and financial data unreliable.
For our client, Acclarity automated the ETL process using Alteryx, reducing processing time from 100 hours to just 2 per month. The result: faster closes, accurate reporting, and a scalable system that supports confident, data-driven growth.
By automating the ETL process, the client’s efficiency increased by over 50 times.
Manual data processing previously took the client approximately 100 hours per month to complete
With Acclarity, those 100 hours were reduced to just 2 hours per month spent on processing.
A plastic surgery and medical spa group struggled with the accuracy and efficiency of their monthly journal entries due to a lack of approval controls and manual, error-prone processes. As they rapidly expanded through acquisitions, the need for real-time, reliable financial data became critical. Without automation, they faced delays in closing books, reconciliation issues, and reporting inaccuracies—making streamlined data processes essential for informed decision-making and efficient resource allocation.
To streamline financial operations, our Acclarity team automated the data extraction, transformation, and loading (ETL) process using Alteryx. We designed custom workflows that integrated directly with the client’s ERP system, which allowed real-time data pulls, journal entry formatting, and direct posting to the General Ledger. The workflows eliminated manual entry, reduced errors, and ensured consistent, accurate financial data. Alongside implementation, comprehensive training empowered the client’s team to manage and evolve the solution independently, creating a foundation for long-term efficiency and scalability.
The automation of journal entry posting and data transformation significantly improved operational efficiency, allowing the client to close their books faster and with greater accuracy. With consistent, real-time financial data, leadership gained clearer insights to support strategic decisions. As the organization continues to grow, the scalable system ensures they can maintain momentum without being held back by manual processes. By eliminating time-consuming data tasks, resources were freed up to focus on patient care and expansion, all with confidence in the integrity of their financial reporting.