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.
Full Case Study

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.

insurance_thumb

100%

Reduction

 in Manual Data Entry

100%

Reduction

in Manual Approval Processes

100%

Visibility

 in Spend and Liability