BlogMay 3, 2026Case studies
Automation that finance actually adopted
One multi-branch distributor tightened quote-to-cash by moving scheduled invoice runs into the same tenant as stock and takings—not by adding another brittle CSV hop.
Their old pattern was nightly exports from ERP-adjacent tools, manual PDF merges, and email blasts Finance could not trace back to SKU-level evidence when a customer disputed a line.
They swapped the merge step for repeatable runs tied to approved fulfillment evidence, barcode-backed lines where it mattered, and a portal so customers downloaded statements themselves instead of opening tickets.
Measured outcomes leaned on fewer write-offs tied to invoicing mistakes, materially less weekly keying time, and faster acknowledgement of invoices—classic DSO improvement without promising a headline number every reader can replicate.