Case Study
SOLUTION IN PRACTICE: ELEVATE, COUPA AND SAGE INTACCT’S ROUND-TRIP AUTOMATION
An ELEVATE managed services provider (MSP) partner had the need to automate the high volume of financial transactions it performed on a weekly basis with one of its customers. ELEVATE Connect, leveraged Workato to enable pulling invoice information from ELEVATE and delivering it to the customer’s Coupa financial application via cXML. The same invoice information was also delivered to the MSP partner’s Sage Intacct financial system. Furthermore, once a customer payment was received by the MSP partner, the invoice in ELEVATE was updated with this payment information and the status of the invoice was updated to “paid by customer”, essentially automating the round trip of financial information related to the MSP’s billing and payment transactions. This automation significantly reduced the MSP’s administrative burden of managing hundreds of invoices, and saved an estimated 30-40 hours per week. Ultimately, the solution provided valuable payment information for suppliers allowing them to reconcile their invoices more easily with payment information.
THE DIFFERENCE WITH ELEVATE CONNECT
Our integration platform empowers more teams in your organization to create integrations easily and quickly with a visually intuitive experience. It securely connects to the cloud, on-premises databases and enterprise resource planning, legacy applications and more. It effortlessly synchronizes data at any speed, in real-time, scheduled, or batch intervals at any volume from a single transaction to billions of rows. It is built on a cloud platform that auto-scales, thus eliminating the complexities of infrastructure provisioning and capacity planning.
(Part three in a three-part series)
To learn more about how ELEVATE and Workato are collaborating to provide VMS integration solutions, download our white paper, Vendor Management System Integration and Automation to Maximize Efficiencies in Contingent Workforce Management.
