Bishop, Rosen

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Clevertech created a custom accounting software solution for this Financial District firm.

It creates both revenue reports driven by a National Financial Trade Revenue transmission file, and custom reports that optimize the firm’s workflow.

Bishop, Rosen receives multiple reports daily from multiple sources for each of their reps. Management wanted sales reports compiled daily, synthesizing all these reports but still allowing users to edit when necessary.

Clevertech built a system that did just that, taming the mountains of data into a form that allows information to grasped at a glance. At the same time, the system is robust enough to capture data for complex reporting, and responsive enough to allow users to adjust it to fit their needs.

If you like what you see, take a few minutes to tell us about your project and Clevertech will be in touch and deliver a well thought out plan.