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Case Study: Optimizing Financial Management – A Labor Union’s Third-Party Accounting Transformation

Withum

Download a PDF of this case study Executive Summary The Labor Union had several turnovers within their accounting department, causing them to fall into trusteeship due to their financial mismanagement. What began as an urgent reconstruction task evolved into a routine monthly upkeep of their accounting and financial operations.

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FLEETCOR Buys AP Platform Provider Roger

PYMNTS

The platform helps [small- to medium-sized businesses (SMBs)] gather and scan invoices and receipts, eliminate manual data entry using machine learning technology, approve and execute payments, set up automated workflows, and sync to accounting systems like QuickBooks Online, Sage Intacct, Xero, and others in real time.