In this real-world case study, Michael Cohen of Stalliant explains how a Midwest custom manufacturer eliminated Excel chaos, automated finance data flows, and unlocked over $500K in annual savings. By streamlining data from QuickBooks into modern pipelines, the COO freed up 50% of his time, cut costs, and even boosted revenue through smarter customer insights.

Chapters:

00:00 – Intro
00:22 – The manufacturer’s finance data pain points
02:10 – First steps: Power Query & data modeling
03:30 – Automating QuickBooks data with Azure pipelines
05:20 – Breaking down $500K+ in cost savings
06:45 – Unlocking revenue growth with better customer insights
07:34 – Overcoming resistance: CEO and private equity concerns
09:15 – Why accuracy is critical in finance AI projects
10:00 – Scaling insights across a private equity portfolio

Keywords:

AI case study finance, manufacturing AI automation, CFO case study, finance data automation, QuickBooks data pipeline, SMB AI success story, COO AI workflow, AI in manufacturing finance, cost savings with AI, revenue growth AI, Stalliant case study, Michael Cohen interview, Just Curious AI

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