AUTOMATED RECONCILIATION. CLEAR EXCEPTIONS.Financial control.
Built into the workflow.
As a consultant to a software vendor, I led presales with its large US customer in the printing industry. I helped the customer’s leadership build the ROI case for headquarters, then took the project through planning and implementation.
The software integrates with the billing portal, automatically parses invoice PDFs and attachments, matches vendor service bills to internal sales invoices, attributes charges, and flags discrepancies for review. An audit log records every user action, while a dedicated Insights page highlights issues and opportunities.
Delivered faster than initially planned, the tool helps the customer investigate discrepancies and identify revenue opportunities in its own data. The project helped establish a new internal business unit and uncovered an opportunity for an additional $1 million in monthly profit.