Professional services
Brightline Works
Less time chasing updates and approvals.
Location
Denver, CO
Team size
9 people
Key result
2x faster month-end close
Our team starts each day knowing what needs attention.
Hannah Cole, Managing Partner
Client overview
Brightline Works is a bookkeeping and advisory firm supporting more than 60 small businesses on monthly retainers.
The challenge
Recurring billing, document requests and client approvals were tracked by hand. Month-end close meant long evenings of chasing updates.
Why they chose Brevanto
Recurring invoices, shared tasks and clear reporting gave the team a dependable rhythm without adding another complicated system.
How the team uses it
Recurring invoices go out automatically on the first of the month
Each client has a task list the whole team can see
Reports show paid and outstanding invoices in real time
Outcomes
Month-end close now takes half the time, and the partners have a clear weekly view of cash coming in.
Our team starts each day knowing what needs attention.
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