The situation
Invoice information lived in several systems that didn't talk to each other. Finance spent hours sorting a busy inbox and cleaning up errors, and project managers and executives had to chase accounting to find out where an invoice stood.
What we did
- Built an email triage tool that sorts the AP inbox, sends valid invoices for processing, and flags anything unusual for a person to check.
- Connected Outlook, their AP platform, Sage Intacct and Excel into one up-to-date view of every invoice.
- Built a custom dashboard so anyone in the company can check an invoice's status and expected payment date, with alerts when something stalls.
- Moved invoice coding and approvals into the same system, replacing the separate AP platform.
What changed
Replacing the AP platform is expected to save about $14,000 a year in software costs. The client owns the code, data and infrastructure.