The Challenge
Michael Todd Industrial Supply operated a fast-paced, distributed industrial supply business where manual processes around inventory, purchasing, and accounting consumed significant staff time and introduced frequent errors. The team needed centralized financial visibility, faster month‑end close, and reliable inventory counts to support growth.
Key pain points
- Fragmented inventory tracking across locations
- Manual reconciliation between inventory and accounting
- Slow reporting and long month‑end close
- Time-consuming administrative work that inhibited scaling
Our Solution
CustomBooks implemented an integrated solution unifying inventory, purchasing, and accounting into one system. We configured custom reports and dashboards so management could get real‑time visibility and reduced manual intervention by automating key workflows.
Implementation highlights
- Enabled Inventory + Accounting modules for a single source of truth
- Built custom dashboards for per-location inventory valuation and reorder alerts
- Automated common journal and reconciliation processes
- Trained teams and rolled out a change-management plan to ensure adoption
Quick Facts
100+ Hours Saved
Estimated from interview
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Client
Michael Todd Industrial Supply — Interview with Joe Weinstein
Primary Modules
Inventory · Accounting & Reporting · Custom Dashboards
Timeline
Implementation + adoption: 3 months (typical)
Tags
Case Study · Industrial · Inventory · Accounting
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