Daily Insights, Faster Closes

Wyndly, a telehealth practice specializing in permanent allergy relief through personalized allergy treatment plans, experienced rapid growth, leading to complex financial challenges. Managing revenue recognition, amortized expenses, and adhering to ASC standards became increasingly demanding.

Aakash was on the search for a solution to enhance financial accuracy and efficiency without expanding their finance team and the traditional accounting services just weren’t cutting it.

“We were partnering with an agency,” Aakash recalls. “They’d report ‘complete’ financials at the start of the fourth week after month-end. Then we’d spend two weeks going back and forth to resolve discrepancies. By the time we had final numbers, six weeks had passed since the month ended! It was frustrating and hindered our ability to make timely decisions.”

Discovering a Better Way with LedgerUp

Determined to find a solution that could keep up with Wyndly’s pace, Aakash turned to LedgerUp’s AI CFO platform. The impact was immediate.

Daily Journaling for Real-Time Insights

“With LedgerUp, I get daily journaling,” says Aakash. “My dashboards that read from QuickBooks update every day. This means I have a real-time understanding of our financial health without having to dive into QuickBooks myself.”

Weekly Reviews Catch Issues Early

The platform’s proactive approach meant that unusual transactions were flagged and addressed promptly.

“Anything that’s unusual is caught earlier,” Aakash explains. “This saves us from headaches down the line.”

Accelerated Monthly Closings

Perhaps the most transformative change was in how quickly Wyndly could close their books each month.

“We get preliminary numbers on the first day of the new month and final numbers by the end of that week,” says Aakash. “This allows me to report on the immediate status of my company instead of relying on outdated figures.”

Beyond Bookkeeping: CFO-Level Support

LedgerUp didn’t just streamline bookkeeping; it provided strategic financial insights that supported Wyndly’s growth.

“It’s faster and proactive. It’s smart. It scales with us,” notes Aakash. “I feel like I get a CFO along with bookkeeping. And the best part? This all happens without me having to open QuickBooks.”

Aakash Shah (Founder & CEO)

Immediate Benefits and Long-Term Impact

Enhanced Decision-Making

With real-time data at his fingertips, Aakash can make informed decisions quickly.

“Having up-to-date financial information empowers us to make timely, data-driven decisions,” he says. “We’re no longer reacting to the past; we’re strategizing for the future.”

Scalability for Continued Growth

As Wyndly continues to grow, LedgerUp scales seamlessly with them.

“The AI platform grows with us,” Aakash remarks. “We don’t need to worry about outgrowing our financial systems or hiring additional staff just to keep up.”

A Partnership for Success

By embracing LedgerUp’s AI CFO platform, Wyndly has not only overcome their financial challenges but also positioned themselves for future success.

About Wyndly

Wyndly is dedicated to providing permanent allergy relief through personalized treatment plans. Utilizing telehealth services, they make allergy care accessible and convenient for patients nationwide.

About LedgerUp

LedgerUp offers an AI-driven CFO platform that automates complex financial tasks, providing businesses with real-time insights, proactive error detection, and scalable solutions without the need for a larger finance team.