Case Study: Indianapolis Chamber of Commerce automates invoicing with Centric Consulting and Formstack

Indianapolis Chamber of Commerce automates 95% of invoicing with Centric Consulting

The Indianapolis Chamber of Commerce faced a slow, manual invoicing process that diverted staff from higher-value work. Their member data was in Salesforce, but generating and sending invoices required pulling data into Word documents. Centric Consulting partnered with digital workflow company Formstack to address this challenge.

Centric implemented a solution using Formstack Documents integrated with Salesforce. This automated approximately 95% of the manual invoicing workflow, generating and emailing PDF invoices directly from CRM data. The results included processing up to 1,000 invoices monthly in minutes, simplified payment reconciliation, and reduced training needs due to better documentation, freeing staff for more strategic tasks.

Indianapolis Chamber of Commerce