Case Study: a non-profit funding agency streamlines expense management with AgreeYa Solutions

Non-profit Funding Agency - Customer Case Study

The non-profit funding agency, a designated administrator of federal workforce development funding, faced significant challenges with its manual, Excel-based expense management process. As its network of subgrantees expanded, this outdated system created delays in funds disbursal, hindered budget planning, and impacted the organization's reputation. They approached AgreeYa Solutions for a solution to automate and streamline this mission-critical function.

AgreeYa Solutions developed a customized web-based expense management system using SPFx and Power Automate. The solution automated invoice submission, approval workflows with real-time notifications, and integration with Microsoft Great Plains. This dramatically shortened the invoice processing cycle, ensured timely funding to subgrantees, and provided the agency with real-time tracking and data for improved budgeting and audit readiness. The system delivered by AgreeYa transformed the process for better outcomes and operational agility.