Pease & Curren — precious metals refining platform.
27,600 lines of C# replaced three siloed systems and eliminated multi‑year manual commission reconciliation.
A precious metals refining operation needed to unify the full processing lifecycle — customer shipment intake, lab assay, refinery processing, financial settlement, and accounting sync. Three external systems (Satuit CRM, QuickBooks Desktop, manual tracking) operated in complete silos. Commission calculations required manual multi‑year historical lookbacks. Settlements were hand‑reconciled.
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The hard part
QuickBooks Desktop integration via the legacy COM‑based QBXML API — one of the more difficult integrations in the Windows ecosystem. Plus an orchestrated nightly sync sequencing CRM → QuickBooks → internal DB with email alerting on failure.
The clever part
A 6‑phase commission calculation engine handling multi‑year historical lookback, customer tenure classification, tiered bonus structures, and gross profit thresholds via staging tables. Exact decimal precision throughout — the kind precious‑metals settlement can't round away.
The outcome
Manual reconciliation across three systems eliminated entirely. Commission reporting that previously required Excel work across years of history now runs on demand. Seven user roles gained centralized, role‑appropriate visibility.
