Construction Firm Transforms AP with Automation 

Rancho Mission Viejo relied on inefficient, paper-based AP processes, requiring vendors to submit invoices by mail or in person for manual entry into Sage. Invoices were then physically routed in folders for approval, often causing delays if approvers were out of the office. Once approved, checks were cut in-house, matched with invoice backups, mailed to suppliers, and stored for at least five years, consuming valuable space. The entire invoice and payment process took the AP team three weeks each month. Recognizing the need for greater efficiency, the CFO sought a solution to reduce administrative burdens and streamline operations.