Emburse — CPG Food Manufacturer Automates Accounts Payables
Solutions: AP Invoice, Virtual Card, REST API
This growing Consumer Packaged Goods (CPG) Manufacturer operates in the U.S. and Canada and was
struggling with a manual Accounts Payable process, fragmented card spend, and limited ERP
integration. We designed
an end-to-end AP automation solution that integrated with their ERP via APIs, enforced
2- and 3-way Purchase Order (PO) matching, and supported both U.S. and Canadian tax compliance.
Additionally, the company was in growth and acquisition mode acquiring CPG businesses that had
differing financial (ERP) solutions. We were able to align the various financial systems, on a
single workflow and
architecture, across multiple charts of accounts easing the time and complexity of the account team
and reducing monthly closing time. The solution was designed with scalability in mind to integrate
with
multiple systems seamlessly along with their
existing ERP system, ensuring data consistency and reducing the risk of errors.
We aligned corporate
and virtual p-cards directly into the AP workflow so approved suppliers are paid faster while
maintaining controls. As a result, they reduced manual processing by over 80%, shortened close to
two days, and gave the CFO visibility into cash flow and spend.
Emburse — SaaS Company Adopts an Expense and Reimbursement Solution
Solutions: Travel & Expense, Partner Solution Integration
A global Software company, with employees across 18+ countries, had a manual expense and
reimubursement
process. They were scaling quickly and needed to adopt an electronic expense and reimbursement
solution.
We provided a solution to include multi-currency support using a
partner integration called Wise.
We customized a demo and Proof of Concept (PoC) that demonstrated the solution's capabilities,
streamlining their expense and
reimbursement process. Our integration was managed with a flexible REST API integration to their
existing
ERP reducing the risk of errors.
They were able to go live on schedule, support the majority of employees immediately. When the new
currencies came online, they
were easily folded into the existing flow, turning what could have been a blocker into a scalable,
long-term global reimbursement strategy.
As a result, with implemenation of Emburse Travel & Expense, including reimbursement processes, the
company was able to streamline their manual expense management saving the company over 48%
by enforcing expense policies. They improved overall
workflow efficiency by redirecting headcount to more stratgic initiatives.
Coupa — HVAC Manufacturer Steamlines Their Accounts Payables Solutions
Solutions: Procure-to-Pay, Supplier Catalog Management
A major HVAC manufacturer was standing up procurement with suppliers and needed to sync thousands of
SKUs into Coupa while keeping the catalog accurate. Finance wanted spend visibility and compliance;
IT wanted a sustainable integration across legacy systems.
We designed a three-phase integration: first, a bulk catalog load using Coupa’s SOAP/cXML interface
with schema validation; second, ongoing add/update/remove operations through REST/JSON for
lightweight transactions; and third, webhooks to trigger updates when suppliers changed pricing,
availability, or item status, eliminating nightly batch jobs.
For the CFO, I positioned the architecture around reducing maverick spend, maintaining negotiated
pricing, and shortening requisition-to-PO cycles. For IT, I focused on using the right integration
pattern for each workload; SOAP for the initial load, REST for ongoing transactions, and webhooks
instead of polling.
The team gained alignment between Finance and IT around a scalable integration strategy that
improved catalog accuracy while reducing infrastructure overhead.
Elavon — Window Covering Manufacturer Integrates eCommerce Solutions
Solutions: eCommerce Checkout.js, Software-Development-Kit (SDK)
A national Window Covering and Blinds manufacturer was implementing and migrating from
BigCommerce to Magento 2, (Adobe Commerce). Operations, and IT were concerned about
disrupting a known platform and security risks.
I shifted the conversation from a risky migration to a low-code/no-code approach, using prebuilt
payment flows, the Checkout.js solution, and our configurable Software-Development-Kit (SDK). We
worked
closely with IT and the business to minimize custom development while giving them flexibility to
scale.
The approach accelerated the migration, reduced integration complexity, and reduced friction in the
payment experience that helped
drive approximately 45% more sales through their website, while giving the teams confidence that
they could evolve the
integration without another major rebuild.