Synertec Helps Caswells Group Streamline Finance Operations with PLA & Statement Reconciliation
Key Takeaways
Over 30 hours per week saved across the finance team by automating invoice processing and statement reconciliation.
Enhanced insight and control over accounts payable processes.
Caswells Group was facing challenges managing its accounts payable processes. Their finance team was
spending a significant amount of time manually processing supplier invoices and reconciling statements.
With increasing workload and manual methods, accuracy and efficiency suffered, especially during busy
periods. They needed a solution to reduce manual effort, improve visibility, and streamline these critical
finance functions.
What Did They Do Before?
Before working with Synertec, Caswells Group relied on mostly manual processes. Their accounts team frequently
chased discrepancies among departments and suppliers, leading to delays, errors, and duplicated efforts. They
trialled several automation solutions but found these either too rigid or complex to implement successfully.
Synertec’s Solution
Caswells Group chose Synertec’s Purchase Ledger Automation and Statement Reconciliation tools
because of the flexibility, tailored approach and ease of implementation. Supported by Synertec’s
knowledgeable team, the solution digitised and simplified their AP workflows.
Benefits Delivered:
Significant Time Savings:
Over 30 hours per week saved across the finance team by automating invoice processing and statement reconciliation.
Improved Accuracy:
Reduced errors and duplication, resulting in higher data reliability.
Greater Visibility:
Enhanced insight and control over accounts payable processes.
Stronger Supplier Relations:
Timelier and more consistent communication improved supplier partnerships.
Increased Employee Productivity:
Freed finance staff to focus on higher-value activities, boosting morale and effectiveness.
“It’s been a great success. The implementation was smooth, support from Synertec responsive, and the system delivered exactly what we wanted. We’ve seen tangible time and cost savings, and the solution is scalable for future growth.”
– David Roebuck, Finance Director.
Business Process Impact
Synertec’s solution enabled Caswells Group to digitise and streamline critical finance operations. The reconciliation process has become faster and more transparent, allowing for more structured and predictable month-end closes. Finance leaders now have reliable data for decision-making.
Partnership and Support
The implementation was smooth and supported by Synertec’s responsive team. Synertec continues to collaborate with Caswells Group on identifying further automation opportunities. Caswells express that Synertec’s flexible technology and consultative approach deliver ongoing business value, making a trusted partner rather than just a supplier.
Synertec Perspective
“Caswells Group’s challenges with manual invoice processing and reconciliation were causing inefficiencies and risk. Our PLA & Statement Reconciliation solution provided a straightforward, scalable automation that dramatically reduced manual effort while improving accuracy and visibility. The partnership has been fantastic – with ongoing collaboration ensuring Caswells continues to benefit and innovate. We’re proud to support them on this journey.”
– Kyle Spellman, Business Development Manager, Synertec
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