Case Studies
Building Systems for Growth
Sally Menzies
Head of Finance
“We went from manual processes to a fully automated system that we totally trust. We are now able to process orders and invoices with zero touch and that has transformed the work of my team and our ability to scale.”
Transforming Finance Operations
Bayhill Roofing has a highly successful business that is expanding and putting pressure on internal systems and processes. Zudello has been successfully implemented to transform the Finance Operations systems.
Sally Menzies said: “The team really understood our needs and with Zudello’s highly configurable Platform,
delivered a flexible solution that solved all of our needs”.
Automating Time-consuming Processes
Bayhill Roofing’s expanding business was stretching the finance team across Accounts Payable and processing customer orders. The challenges included the manual data entry of invoices and customer orders, price checking against negotiated contracts and matching supplier items to Bayhill’s item codes. These challenges were causing delays in processing times and reporting difficulties due to multiple item codes being used for the same parts and costs not being automatically added to each project.
Sally Menzies, Head of Finance, said “Before Zudello was implemented we were not able to scale or deliver the compliance checks we wanted to. Zudello’s SKU and price variance flagging has not only led to improvement in how we order, but we can now process more orders with a smaller team than before. This has freed up the Finance team to focus on helping the business to grow.”
The Factors that Lead Bayhill Roofing to Choose Zudello
Zudello ensures that every line item is extracted from orders and invoices and checked against either the purchase order or the supplier details. Zudello is able to match SKUs to its internal codes and thus save a lot of manual effort and improve reporting accuracy.
Invoices and orders can now be processed automatically with zero-touch from the Finance Team. Any exceptions are flagged for immediate resolution with customers or suppliers.
The Finance Team are now able to focus their time on reporting accurately to the business as well as helping the business to grow by improving relationships with customers and suppliers.
The Zudello Platform has enforced automated compliance checks that were previously unable to dedicate a staff member to. Price validations, supplier and customer verification, and 2 or 3-way matching is now fully automated and resulting in accuracy and reporting benefits.
Measurable Improvements
Zero-touch Processing
All compliant invoices can now be processed automatically leading to significant productivity gains. Staff can now spend more time helping the business grow.
Automated Compliance
All documents processed by Zudello are now automatically checked for SKUs, fraud, pricing, accuracy in terms and matched to POs and delivery dockets.
One Integrated Platform
Zudello now automates AP and sales order processing with simple approval workflows and a single system to manage for users and the Finance Team.
Get In Touch
Ready to get started?
Connect with us today to discover how we can empower your team to achieve more.