CASE STUDIES
As a pioneer in the cloud-based AP and automation space, we’ve worked across various industries and client sizes. In doing so, we’ve developed a unique and flexible approach to solving complex business challenges. And even better, we’re capable of doing so quickly and affordably!
Here are just a few examples of the Circulus offering in action:
PROCESS IMPROVEMENT THROUGH ACCOUNTS PAYABLE AUTOMATION
A US-based global leader in insurance brokerage, risk management, and consulting services, with annual revenue of $6.79 billion had offices in many hundreds of locations worldwide. The client required an efficient solution to eliminate manual processes in the Accounts Payable department.
The Circulus solution was tasked with:
- Eliminating manual movement of invoices for submitting, coding, and approval.
- Avoiding rework and confusion due to coding mistakes by users by incorporating detailed GL combo-edit rules.
- Eliminating unstructured routing and reducing fraudulent approvals.
- Resolving visibility issues on the approval and payment process leading to improved vendor relationships.
The Circulus solution included:
- Deploying a centralized invoice submission platform for all the branches worldwide.
- Capturing ad-hoc expenditures and assigning right coding.
- Automated approval routing and role-based permissions.
- Regular reporting, as well as exhaustive search functionality.
This is just a sampling of the full case study. If you want to read more about the results this client received, download the full case study.
