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Crosspoint Human Services and Multiview Financials

Crosspoint Human Services: How to automate systems, increase efficiencies and reduce the burden on accounting staff

Michelle Glines joined the Crosspoint team in 2014, starting out in payroll and moving up to Chief Financial Officer a few years later. The newly minted CFO inherited an archaic accounting system that at first she thought was a bad joke.

Desperately wanting something better, they decided to go with Multiview because it was user friendly, but also because it could handle what they needed it to do. Multiview allowed for an extra layer of granularity, so they could track transactions by type of insurance company, separate out social security clients, etc. Glines liked the capacity for extra detail at this level.

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