How Rehmann extends their service offering with Katana’s intuitive inventory software
Rehmann helps manufacturing clients streamline inventory and financial operations with Katana’s intuitive software. Replacing manual processes with real-time data and automation helps businesses optimize operations, reduce errors, and make smarter financial decisions.
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Automation and efficiency
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About Rehmann
Rehmann is a professional accounting advisory firm that partners with businesses and public sector organizations to help them achieve their goals at every stage of growth. With more than 1,000 associates across Michigan, Ohio, and Florida, Rehmann goes beyond traditional tax and audit services, offering expertise in human resources, information technology and cybersecurity, wealth management, fractional CFO and VCIO services, and more.
For manufacturing businesses, managing inventory and financial data efficiently is a significant challenge. Many rely on outdated processes and disconnected systems, making it difficult to gain real-time insights. Rehmann helps its clients modernize these operations by implementing Katana’s cloud-based inventory and manufacturing software, providing a single source of truth for inventory data.
Katana offers a huge boost to our manufacturing clients because they can now get the in-depth inventory analysis and the data they need for a fractional CFO through one system.
Melissa Rood, CPA, Fractional CFO
The challenge: Disconnected systems slowing down insights
Businesses that manufacture or hold inventory often rely on multiple software systems and manual tracking, creating inefficiencies and increasing the likelihood of errors. This fragmented approach makes it difficult for advisory firms like Rehmann to provide timely and accurate insights, ultimately impacting the growth and operational efficiency of their clients.
It’s not just an overabundance of software tools that causes issues — many manufacturers still rely on pen and paper to track inventory, purchasing, and costs. Instead of focusing on offering strategic financial insights, advisors spend valuable time gathering the necessary data to get a clear picture of a business’ financial health. This lack of real-time visibility hinders the ability to provide meaningful recommendations and slows down decision-making.
People still try to manage a lot manually — inventory, accounting, production planning. If you want us to help you, it has to be online. So, automating, computerizing, and moving our clients to a paperless office is our main goal.
Christine Hoke, CPA, MSA, Accounting Solutions Specialist
As Christine explains, moving to cloud-based solutions is a critical step in modernizing business operations and ensuring advisory services can be truly impactful. Otherwise, they need to spend so much time chasing down the information that there’s none left for improving processes.
The solution: Solving data gaps with Katana and QuickBooks Online
To help clients gain better visibility and streamline operations, Rehmann implements Katana’s inventory software. Voted “Easiest to Use” by customers and partners, Katana integrates inventory, production, reporting, planning, and forecasting into a single, intuitive platform. This eliminates inefficiencies and simplifies operations without the complexity of traditional ERP systems.
The ease of use is a huge win for Katana. I’ve seen a lot of inventory systems where you have to go 15 clicks to find something, and then you have to back out.
Christine Hoke, CPA, MSA, Accounting Solutions Specialist
Katana seamlessly connects with QuickBooks Online, ensuring accurate financial tracking and reducing errors caused by disconnected systems. By moving clients to Katana, Rehmann ensures that inventory, purchasing, and financial data remain in sync, simplifying reporting, reducing errors, and allowing businesses to focus on growth instead of data management.
Results: Increased efficiency, accurate insights, and scalable growth
With Katana, Rehmann’s clients can automate processes, reduce manual tracking, and gain real-time financial insights. The integration with QuickBooks Online ensures that inventory and accounting data stay in sync, reducing administrative burdens and eliminating common errors caused by disconnected systems. This allows businesses to make data-driven decisions with confidence.
To get information moving from a website like Shopify into Katana, then into QuickBooks Online makes it easier to get all that payment info with fewer errors and way more automation. Only then do you have the ability to analyze.
Christine Hoke, CPA, MSA, Accounting Solutions Specialist
Katana streamlines operations and provides real-time insights, empowering Rehmann to deliver more valuable financial guidance to its clients. With greater visibility and automation, businesses can optimize their purchasing, production planning, and financial strategy, allowing them to scale efficiently and sustainably.
Transforming financial advisory with the right tools
By recommending Katana, Rehmann helps manufacturing clients eliminate manual inefficiencies and transition to modern, automated systems. With access to accurate, real-time data, businesses can confidently scale while Rehmann provides deeper financial insights and strategic guidance. This transformation not only enhances client operations but also strengthens Rehmann’s position as a forward-thinking advisory firm.
Learn more about Katana Cloud Inventory and how it helps agencies and consultancy businesses extend their service offering and streamline their clients’ processes.
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