Toptal improves financial operations for medical dispensary chain, enabling $7M+ in funding.
A rapidly growing medical dispensary chain turned to Toptal to resolve complex accounting discrepancies and build sustainable financial processes for long-term success.
Client
A US-based medical dispensary chain building reliable accounting and financial reporting systems.
Industry
Healthcare and Life SciencesDelivered Services
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The company faced unreconciled accounting records, missing data links, and staff knowledge gaps, putting it at risk of breaching debt covenants and stalling growth.
Solution
Automated Sales Integration
Toptal automated the client’s daily sales feed by linking Dutchie’s point-of-sale data to Sage Intacct via API, eliminating manual entry and improving reporting accuracy.
Reliable Reporting Systems
Toptal restructured financial workflows to include monthly period locks and streamlined reconciliations, while advising on staffing gaps and internal financial practices.
Outcome
Improved Financial Clarity
The automated integration and accounting cleanup enabled real-time cash flow insights and accurate reporting aligned with third-party data and asset registers.
Secured Growth Capital
With reliable financial systems in place, the company raised more than $7 million in funding and gained confidence from stakeholders and investors.
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Chris Mismash
Product Strategist
Previously at
Bill Stewart
UX/UI Designer
Previously at
Lorenzo Azar
Software Engineer
Previously at
Product Strategist
United States
Member since January 26, 2018
Chris is a product and platform strategy executive with over 20 years of experience driving innovation across complex industries. Chris specializes in transforming ambiguous ideas into scalable products by aligning vision, user needs, and go-to-market strategy to accelerate momentum. His expertise spans electric vehicle infrastructure, AI healthtech, and enterprise SaaS, with a proven track record of launching category-defining tools and revitalizing stalled product initiatives.