StorMagic is a global software company that provides “edge-first” IT solutions designed to make data storage, protection, and management simple, affordable, and highly available for remote or distributed environments.
StorMagic Case Study
StorMagic Automates Salesforce and NetSuite Integration with Besyncly.
As the business scaled internationally, StorMagic needed its ERP system, NetSuite, to remain the single source of truth for financial data while seamlessly connecting to Salesforce and other operational systems. Besyncly was implemented to automate the flow of data into NetSuite, reducing manual processing, improving accuracy and enabling the finance team to support growth more effectively.
The Problem
Disparate systems were creating manual work and limiting financial transparency for StorMagic’s teams. Sales operations were managed in Salesforce, while finance and reporting relied on separate systems and manual data entry.
Key issues included:
- Manual entry of invoice and revenue data from Salesforce to finance systems
- Revenue recognition handled in spreadsheets
- Lengthy month-end closing cycles with time-consuming manual effort
- Limited ability to scale processes as transaction volume increased.
With NetSuite chosen as the new ERP, StorMagic needed an integration platform that could deliver automated, accurate and flexible data flows aligned with finance-first requirements.
There were a lot of processes in our business that were preventing us from scaling as quickly as we would have liked to. Processes such as the order to invoice process were very manual – once an order was received it would need to be approved by our sales support team in our CRM (Salesforce). The finance department would then manually create each invoice in Sage, save them as PDF, and attach them to the emails sent to our customers.
Without any integration between the sales and the finance process, five invoices, for example, could take up to an hour of our time, not to mention the time then taken sending statements and chasing payments.
The Solution
Besyncly was implemented to connect StorMagic’s core systems, enabling automated transfer of critical financial and operational data into NetSuite. The integration was designed and configured to support StorMagic’s specific business processes and operational requirements.
Key integrations delivered:
- Automated movement of invoices and revenue data from Salesforce into NetSuite
- Automated transfer of expenses and approvals from Certify into NetSuite
- Synchronisation of customer, transaction and financial data across connected systems.
By centralising data flows through Besyncly, the finance team gained confidence that the right information was available in NetSuite with minimal manual intervention.
The Result
The team benefitted from greater efficiency, accuracy and scalability, with:
- Faster month-end close through automated data flows
- Elimination of manual invoice processing
- Reduced resource requirements for accounts receivable and accounts payable
- Improved confidence and visibility in revenue and expense data
- Scalable processes that supported the business’ projected growth.
With Besyncly, StorMagic’s finance operations have shifted from laborious manual tasks to reliable, automated workflows, enabling the team to focus on more valuable tasks such as analysis, planning and strategic activities.
‘Without any integration between the sales and the finance process, five invoices, for example, could take up to an hour of our time, not to mention the time then taken sending statements and chasing payments.’
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Why Besyncly?
Besyncly delivers reliable, automated integrations between finance systems (accounting or ERP) and wider business systems, such as CRM, fundraising and ecommerce. It enables consistent, real-time data flows that reduce manual work and support finance-driven decision making.
Whether connecting CRM, 3PL or industry-specific platforms, Besyncly helps organisations ensure data accuracy, improve process efficiency and align systems with business priorities.