Uassist.ME has partnered with Poppi for over two years, providing a stable and scalable accounting support team.At the time of this case study, we manage a group of six full-time Business Assistants (BAs), each specializing in key finance functions:
- Invoicing & Approvals: Posting and processing high volumes of invoices in Concur.
- Trade Spend & Deductions: Investigating pricing discrepancies and managing vendor claims.
- Inventory AP & Bookkeeping: Tracking purchase orders and processing daily e-commerce transactions from Amazon, Shopify, and Walmart within NetSuite.
- Reporting & Reconciliation: Managing sales trackers like the “Trade Tracker” and resolving financial discrepancies.
Our team not only aligned with Poppi’s preferred tools and workflows but also helped strengthen them—especiallyduring their NetSuite adoption phase, where we provided internal support and training to ensure a seamless transition.
Communication is anchored by monthly performance reviews, structured email updates, and flexible coverage planning tailored to the client’s seasonal and operational needs.
