CASE STUDY
Rincon
Custom QuickBooks-integrated financial dashboard
THE SITUATION
Off-the-shelf BI had become the bottleneck
Rincon was running on Tableau for reporting and Windsor for the data plumbing underneath. Each new question from leadership took days to answer: pull from QuickBooks, massage the spreadsheet, rebuild a chart, field the inevitable follow-up.
The team had outgrown the tools. Dashboards that were supposed to save time had turned into maintenance overhead with every close.
BEFORE
Days to answer a question from leadership. Every close stretched by spreadsheet maintenance.
AFTER
The finance team answers in a click. Close time is about the close, not the tools.
WHAT WE BUILT
A platform shaped around how the team actually works
We replaced the Tableau + Windsor stack with a custom data platform. Direct QuickBooks integration, typed schema, version-controlled dashboards, and the specific cuts the finance team asks for most often wired straight into the home view.
Production from week one. Weekly checkpoints with the finance lead. Every choice informed by the questions she was actually fielding that week.
QuickBooks ingestion
Reliable sync with retries, dedup, and an audit trail finance can actually trust.
Purpose-built views
Cash position, receivables aging, vendor spend by class — the views the team rebuilt in Excel every month are now one click.
Self-serve filters
Non-technical users can cut the same data by date, class, or vendor without asking anyone.
THE OUTCOMES
Reporting stopped being a project
0
Tableau or Windsor licenses in use
1
Source of truth for finance reporting
Weekly
cadence the team now runs the platform on
STACK
- Next.js
- TypeScript
- Postgres
- QuickBooks API
- Railway
- Sentry
