Featured Project: Automated Bill Management Solution for a Professional Services Firm

• Multiple approval levels for entry, review, payment, etc. to improve cash controls
• Simplified bill input, review, approval, and payment processes to reduce wasted time
• Ability to manage and search for bill copies online versus filing hard copies
• Full integration with QuickBooks

Training & Support - Once implementation was completed, we provided hands on training to staff, management, and their bookkeeper on how to use the app, and then outlined the overall workflow including roles/responsibilities.

• Their staff spends 80% less time on bill management tasks which allows them to focus on higher priority tasks.



• They decreased their direct processing costs drastically by almost 50% using paperless and electronic payment features.



• They no longer keep a filing cabinet or storage boxes for bill copies and other vendor documentation, since everything is available on demand in a secure environment.



• They have very effective cash controls since they're able to assign roles and approval levels to each person involved in the process.