We sat down with Cindy Uribe, Director of Accounting and Expense Management at CCSA, and a client of City National Bank, to ask her about her experience using CNB’s EASI Link Connector, an ERP plug in powered by FISPAN.
With the plug in, FISPAN offers CCSA a comprehensive set of banking capabilities that are integrated directly into their NetSuite ERP environment. In this Q&A case study, we ask Cindy how she uses the EASI Link Connector for AP processing and how it has helped improve CCSA’s internal workflow.
Director, Accounting and Expense Management, CCSA
The Challenge
Our AP process was predominantly manual, and we’d have to physically file everything for our own recordkeeping. It got to the point where it was so time consuming that we actually outsourced the work just to get all the filing done. We also paid our vendor bills weekly, and depending on the volume, it could take anywhere between 3-7 hours — it would often take up the majority of my day.
Sometimes, I was so rushed that I didn’t even have the time to stop and check to see if any of the addresses had changed. This resulted in unnecessary mailing errors that required me to tediously void and/or reissue payments, especially when checks got lost in the mail.
The Outcome
“This tool has been a major time saver, and it has also turned out to be a huge asset during COVID because of the reality of remote work. Our auditors were happy to learn that I’m not printing checks at home! Overall, it has really helped us to rethink and streamline our AP process. Using the EASI Link Connector has not only been a great learning experience for our team, but it’s allowed us to take a step back and improve our entire workflow.”
Book Your Demo Today
Interested in learning how you can join organizations like CCSA in streamlining your workflow for a friction-free banking experience that saves time, effort, and unlocks greater efficiencies?