Case Study: Janney achieves paperless, automated expense and invoice processing with Chrome River

Janney - Customer Case Study

Janney, a 1,700+ employee wealth management firm, faced a slow, manual expense and invoice process driven by Excel spreadsheets, desk-drop approvals and inter-office mail to accounts payable. Invoices and expense reports weren’t tracked, audits were time-consuming, approvals were delayed—making month-end close and timely reimbursements difficult.

Janney implemented Chrome River EXPENSE and INVOICE, customizing workflows, default allocations and approval rules, and training AP, managers and branch staff. The cloud-based, paperless solution centralized intake, automated compliance checks and routing, and provided end-to-end tracking—resulting in faster processing, quicker reimbursements, simpler audits and greater visibility across the organization.

Janney

Shawn Enz

Accounts Payable Manager