Since 1947, Neil Kelly has been a pioneer in the design/build remodeling industry across the Northwest. Known for award-winning designs, unparalleled craftsmanship, and a commitment to people and the planet, Neil Kelly has enhanced thousands of homes and built a reputation for innovation.
As a multi-faceted remodeling and home improvement firm, Neil Kelly continues to set the standard in customer service, sustainability, and design/build excellence.
The Challenge
While Neil Kelly’s projects reflected world-class craftsmanship, its internal systems told a different story.
Disconnected Finance Systems: Project management and financial data lived in separate silos, forcing staff to manually request updates from project managers.
Cumbersome Workarounds: The finance team relied on a VPN-connected Excel workbook that updated overnight, creating delays and increasing the risk of errors.
Limited Visibility: Project managers had no real-time view of job costs or progress updates, slowing decision-making and limiting insight into project profitability.
This disconnection created bottlenecks across operations, where staff spent more time chasing information than delivering value to clients.
The Solution: Salesforce + Sage Intacct Integration
Neil Kelly partnered with CX Labs to bridge the gap between Salesforce and Sage Intacct, creating a seamless flow of data between project management and finance.
Key elements of the solution included
Real-Time Project Updates Project managers can now update progress directly in Salesforce. These updates flow instantly into Sage Intacct, eliminating manual requests and delays.
Cost Data Sync Expenses and cost data from Sage Intacct now sync back into Salesforce, giving project managers visibility into job costs and profitability insights without needing to log into Intacct or run manual reports.
Custom Lightning Web Components CX Labs built tailored LWCs that allow project managers and finance staff to easily visualize job costs, budgets, and progress directly in Salesforce. These intuitive dashboards replaced clunky spreadsheets, giving staff at-a-glance insights and actionable data.
Unified System of Record The integration created a single source of truth for both operations and finance, ensuring consistent data across teams.
The Results
The integration has transformed the way Neil Kelly manages projects and finances
Efficiency Gains: No more waiting for overnight spreadsheets or manual finance updates.
Financial Transparency: Project managers now see real-time job cost data in Salesforce through intuitive Lightning components.
Collaboration: Finance and project management teams share the same data, reducing friction and increasing accuracy.
Strategic Insights: Leadership now has a clearer picture of project profitability across the business.
Looking Ahead
By integrating Salesforce and Sage Intacct, and enhancing it with custom Lightning Web Components, Neil Kelly has modernized its financial and project management processes. With real-time visibility, streamlined operations, and actionable cost insights, the company is free to focus on what it does best: delivering award-winning designs and exceptional remodeling experiences for clients across the Northwest.
Learn more about Neil Kelly at www.neilkelly.com