Case Study Information
Summary
Your Boat Club, a leading boat-sharing company, needed a reliable way to automate its financial data flow. We developed a custom, secure integration to seamlessly sync transaction data from multiple Stripe accounts into their Sage Intacct accounting system, eliminating manual data entry and ensuring financial accuracy.
The Challenge
Your Boat Club’s rapid growth meant a significant increase in transaction volume. Their team was manually transferring financial data from multiple Stripe accounts into Sage Intacct, a time-consuming and error-prone process. They needed a robust, automated solution to handle this data flow with precision, while also providing a simple way for their accounting team to manage exceptions without requiring developer intervention.
The Solution
Pell Software designed and built a highly secure, automated integration routine using C# .NET Core hosted on the client’s existing AWS infrastructure. The solution leverages a RabbitMQ message queue to process new transactions from Stripe in real-time. This approach ensures that data is captured and sent to Intacct efficiently.
A key part of the solution was creating a flexible XML/JSON configuration file that allows the client’s accounting team to manage the mapping of accounts without needing to write code. We also built an Intacct SDK-powered routine to transform and import the transaction data as journal entries, ensuring it’s always accurate and up-to-date.
The Outcome
By automating the data transfer, we delivered a solution that has significantly increased the efficiency of Your Boat Club’s financial operations. The system now automatically handles high volumes of transactions, freeing up the accounting team to focus on strategic tasks. The custom error handling and notification system provides instant alerts for any sync issues, giving the team peace of mind and full control over their financial data. The result is a stable, scalable, and secure system that supports the company’s continued growth.
Date
October, 2023
Major Features
- AWS Infrastructure & Cloud-Native Hosting: The integration runs on a scalable, secure, and client-owned AWS environment.
- Automated Data Synchronization: A scheduled routine listens for new Stripe webhook events to trigger a seamless sync to Sage Intacct.
- Multi-Account Support: The system intelligently handles transactions from both Your Boat Club and Your Boat Rental Stripe accounts.
- Configurable Data Mapping: An easily editable XML/JSON configuration file enables the client to manage GL account mappings without code.
- Advanced Error Handling: The system includes a robust fallback routine for account mapping errors and an email notification system for critical application errors.
- Comprehensive Logging & Monitoring: Detailed application logs and a connection to the client’s Datadog system provide long-term visibility and support.
- Secure Data Management: All sensitive API keys and data are encrypted at rest and in transit.
Technologies Used & Keywords
- C# .NET Core: The core language and framework for the integration routine.
- AWS (Amazon Web Services): Infrastructure for hosting and running the application as a scheduled daemon task.
- RabbitMQ: Used as a message queue for processing webhook events from Stripe.
- Stripe API: The third-party platform for payment processing and source of transaction data.
- Sage Intacct API & SDK: The third-party accounting system where financial data is synchronized.
- Datadog: A third-party monitoring service integrated for system health and performance monitoring.
- XML/JSON: Configuration files used for dynamic mapping logic.
Client
Client Industry
Recreation & Leisure
Client Description
Based in Minneapolis, Minnesota, Your Boat Club is a leading boat club and rental company offering a flexible and convenient way for members and guests to enjoy boating without the hassles of ownership. With multiple locations and a wide selection of watercraft, they provide a premier boating experience for individuals, families, and groups.
Client Review
โThe team at Pell did a great job in estimating the level of effort required to build integrations between our point of sale systems to our accounting platform, saving our team significant time in logging entries in the general ledger. We will continue to use them for future projects. Many thanks!โ
Bryan Delorme, COO and CIO
