Situation

A national staffing firm was managing all compensation and financial reporting manually. Each month, the finance and operations teams reconciled data from several systems—Bullhorn, QuickBooks, and others—just to calculate commissions, verify payroll, and prepare reports.

This manual workflow created delays, inconsistencies, and frustration. As the firm grew, maintaining these workbooks became unmanageable. They needed a system that could handle complex data but operate seamlessly behind the scenes.

Every phase made the process smoother. What once took hours of manual review now updates automatically, providing clarity and control that was previously unattainable.

Solution

ProsperSpark partnered with the company through a long-term engagement to modernize and automate their reporting ecosystem.

• Excel Optimization: Consolidated five large workbooks into one, cutting queries by ~20% and reducing file size by 10 MB.

• Power Query and VBA Improvements: Streamlined redundant modules and logic for deal types, revenue allocation, and salary profiles.

• Power BI Dashboards: Delivered real-time visibility and automated data refreshes for leadership.

• Make.com Integrations: Automated data flow between Bullhorn, QuickBooks, and later Sage Intacct, removing the need for manual updates.

• Security and Ongoing Support: Added access control features and provided continuous refinement, bug fixes, and enhancement meetings.

Each phase had intervals of testing and adoption between implementations.

Results

The company’s reporting process transformed from manual and reactive to automated and proactive.

• Reporting time reduced from days to minutes

• Errors and manual input significantly reduced

• Clear, real-time visibility into compensation and revenue

• Streamlined payroll and month-end processes

This project reflects ProsperSpark’s automation-first approach: identifying repetitive manual steps, designing data flow between systems, and building integrations that keep reporting live and accurate. By automating the movement of data between Bullhorn, QuickBooks, and Sage, ProsperSpark eliminated hours of manual upkeep and built a foundation for scalable growth.