Issue
A small public housing authority was struggling with a manual accounts payable process that required significant administrative effort to manage invoices, approvals, and payments. Paper-based workflows created inefficiencies that consumed valuable staff time, increased the potential for errors, and exposed the organization to greater fraud risk. With limited administrative resources, leadership and staff were spending time on routine financial processes that could have been directed toward higher-value priorities.
Solution
To address these challenges, CBIZ implemented an accounts payable automation solution through Bill.com and integrated it with the client’s existing software platform. The solution streamlined invoice processing, approvals, and payment workflows while connecting directly with the organization’s current environment. By replacing manual tasks with a more automated and standardized process, the client modernized its accounts payable operations without adding staff.
Outcome
The implementation delivered meaningful operational improvements across the organization. Automated workflows reduced the time required to manage accounts payable activities, accelerated payment cycles, and simplified reconciliation. Standardized procedures improved consistency and reduced the risk of data entry errors, overpayments, and underpayments. Automated controls and approval workflows strengthened internal controls, improved oversight, and helped reduce fraud risk. Digitized records also enhanced transparency by creating clear audit trails and making invoice and payment information easier to access for compliance and reporting purposes.
The solution also helped the organization make better use of its limited resources. Staff gained time to focus on strategic initiatives rather than manual financial administration. The client benefited from stronger vendor relationships, more timely and accurate payments, reduced paper-based processing, and a more efficient approach to managing accounts payable. As a result, the housing authority was better positioned to strengthen financial controls, improve operational efficiency, and devote greater attention to serving its community.
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