CASE STUDY

Accounting Consultancies

Rehmann Enhances Advisory Services with Katana Inventory Software

 

Rehmann, a leading advisory and professional services firm, supports manufacturing businesses across Michigan, Ohio, and Florida with more than just tax and audit services. With a growing need for automation and real-time insights in manufacturing, Rehmann helps its clients modernize operations by implementing Katana inventory software—a cloud-based solution that simplifies inventory, production, and financial data management.

 

 

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 Problem: Disconnected Systems and Data Gaps

Many manufacturers still rely on spreadsheets, disconnected software, or even pen and paper to manage inventory and production. This makes it hard to get accurate, up-to-date information and slows down financial reporting. For advisors like Rehmann, it means time wasted chasing down data instead of offering strategic financial guidance.

Disconnected systems create inefficiencies, increase errors, and make it difficult for businesses to make informed decisions. Without real-time visibility, advisors can’t deliver the insights needed to support growth and planning.

The Solution: Real-Time Insights with Katana and QuickBooks Online

To address these challenges, Rehmann turns to Katana inventory software, a cloud-based platform that connects seamlessly with QuickBooks Online. This integration ensures that inventory and accounting data stay aligned, reducing the risk of errors and cutting down on manual work.

Katana stands out for its simplicity and intuitive design. Named “Easiest to Use” by its customers, Katana combines inventory management, production planning, forecasting, and reporting in one place. It allows Rehmann’s clients to shift from reactive data gathering to proactive business planning.

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

Why It Works: Automation, Accuracy, and Ease

By implementing Katana, Rehmann helps manufacturers:

  • Automate purchasing and production workflows

  • Replace spreadsheets with real-time dashboards

  • Reduce costly mistakes from manual tracking

  • Sync financial and inventory data for clean reporting

Clients no longer spend hours reconciling mismatched systems. Instead, they gain confidence in their data and focus on scaling their operations.

Designed for Product-Facing Businesses with CRM Integration in Mind

Katana is not a CRM, but it’s built to work alongside them. With an open API and integrations that connect seamlessly with CRM platforms, Katana ensures smooth synchronization between sales, inventory, and production data. For product-facing companies, this integration creates a streamlined workflow from quote to delivery, enhancing collaboration across departments.

This functionality makes Katana an ideal choice for advisory firms like Rehmann, who support clients already using CRM systems and need a solid operational backbone for inventory and manufacturing.

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

The Outcome: Scalable Growth and Strategic Advisory

Thanks to Katana inventory software, Rehmann’s clients are achieving:

  • Improved operational efficiency

  • Real-time visibility into inventory and costs

  • Fewer administrative errors

  • Faster, smarter financial decision-making

With better systems in place, Rehmann can go beyond traditional accounting—delivering insights that help clients scale sustainably. This strengthens Rehmann’s role as a trusted advisor while empowering businesses with tools to grow confidently.

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

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