Case Study: Tally Energy Services saves $75K a year with BT Partners and TRAILD AP automation

A Business Technology Partners Case Study

Preview of the Tally Energy Services Case Study

Tally Energy Services saves $75K a year with Business Technology Partners

Tally Energy Services, a Houston-based oilfield services company, faced a significant challenge in its finance department due to the inefficiency of its manual accounts payable process. The company was processing thousands of invoices monthly, a cumbersome task that involved bouncing between SYSPRO and SharePoint. To address this, they partnered with vendor BT Partners to implement the TRAILD AP automation software.

BT Partners implemented TRAILD, which integrates with SYSPRO to automatically capture, match, and route invoices for approval. This solution saved Tally Energy Services approximately $75,000 annually by eliminating the need for an additional full-time AP specialist. The automation also improved accuracy and provided the finance team with the ability to scale operations without increasing headcount, thanks to the combined expertise of BT Partners and the efficiency of the TRAILD software.


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