Case Study: Patria Investments achieves faster approvals and automated expense & invoice processing with Chrome River

Patria Investments - Customer Case Study

Patria, a São Paulo–based alternative investments manager with about 250 employees and a long track record in Latin America, faced a fully paper-based expense and invoice approval process: Excel spreadsheets were printed, signed, frequently updated by Finance, and manually checked for policy compliance. The firm also needed a solution that could integrate with its local ERP (TOTVS Microsiga) and American Express corporate cards, and after evaluating options (and a referral from partner Blackstone) chose Chrome River.

Patria implemented Chrome River in two phases with targeted training and staggered business-unit rollouts, refining configuration from user feedback. The self-service configurability and attentive project team let Patria eliminate manual data entry and hardcopy verification, shorten approval times, enforce policy compliance, improve expense visibility, and free staff to focus on higher-value work.

Patria Investments

Nazir Tarraf

Corporate Finance Analyst