Automation, innovation, and support
Finale provides Dermaclara and San Diego Business Solutions with:
- Real-time data and custom reporting
- FBA integration
- QuickBooks Online Advanced integration
- Consolidated ledgers
- Expert training and onboarding
- Ongoing support
QuickBooks Online Advanced foundations
Stefanie Ostertag is Dermaclara’s account manager at San Diego Business Solutions. Ostertag is a long-time fan of QuickBooks Online Advanced, because of the many available automations and the convenience of working in the cloud. When the Dermaclara team was considering implementing Finale Inventory, Ostertag was happy to learn that Finale integrates seamlessly with QuickBooks–it’s a foundation she didn’t want to give up. One of the QuickBooks features that Ostertag and the Finale team quickly found invaluable is the ability to separate Cost of Goods Sold (COGs) into segments and report on each segment individually, linking them to separate accounts. With the distinct COGs and the consolidated transactions between QuickBooks and Finale, the Dermaclara team benefits from a clean, clear, and correct view of data in QuickBooks.
The search for structure, at scale
When skincare startup Dermaclara relaunched in 2020 after rebranding, they found themselves overwhelmed by rapid growth. In a scramble for greener grass, they left Finale Inventory and tried a competitor’s system to fill their need for accounting efficiency. Nothing matched the user-friendly interface and exceptional customer service they’d had with Finale. In early 2023, the team at Dermaclara, including their accounting manager at San Diego Business Solutions, Stefanie Ostertag, decided to give Finale another go.
The Dermaclara team found that Finale had developed into an even more robust solution than it had been before. Ostertag noted the ability to access COGS (cost of goods sold) data monthly rather than quarterly, and a live inventory asset register that keeps their view of the business accurate in real time. Praising Finale Customer Relationship Manager Brandon Galusha, Ostertag said:
“The customer service really shines. They have an answer to everything we have brought up. We just love Finale.”
“In 2023, we were in a tight spot. I had tried an all-in-one managed inventory and fulfillment system that crashed and burned within 30 days of launch. Finale jumped right in with options, analyzing our workflows and offering solutions. It was very complete. They got us stabilized and then we were able to integrate and automate all the accounting as well.”
-Todd Spendley, Operations and Logistics Management, Dermaclara
Exceptional onboarding at no additional cost
Finale provides free onboarding and implementation on a flexible timeline, aiming to get customers up and running confidently as soon as possible. Every Finale customer has a technical account manager working alongside them, providing blanket support no matter how many calls it takes to get to success. The Finale team is committed to being technically sound, and making sure that each customer pain point is solved. Continuing to grow in accounting integration and functionality is an active focus for the company.
Together as the business grows
With Finale, Dermaclara not only gained efficiency but grew sales orders. Currently, as they move from in-house fulfillment to using a 3PL (third-party logistics warehouse), Finale is with them every step of the way, rebuilding workflows and solving new pain points as they arise.
Brandon Galusha continues to help the Dermaclara team by first structuring their operations for efficiency and then applying an accounting perspective to integrate these operations with QuickBooks Online Advanced. From there, Stefanie Ostertag can get a full picture of the financial health of the business. Using Finale and QuickBooks together saves Ostertag 8-10 hours of inventory reporting monthly.
“I like Finale. I like to use the system. I do my job better because they're available. It’s been a win-win for everyone.”
-Stefanie Ostertag, San Diego Business Solutions
“I get emails from Brandon or other folks at Finale just checking in on us and I've not ever seen that from other software companies after the sale is made. They go on to sign new clients and maybe they’ll help if you reach out, but with Finale, they are the ones reaching out. They are invested in our success.”
-Todd Spendley, Operations and Logistics Management, Finale
About the QuickBooks Solution Provider
Finale Inventory is the only multi-channel inventory management solution that can support changing workflows as your company grows. Ready to check out Finale Inventory? Get a personalized demo or start your FREE 14-day trial today.
