Case Study: a global insurance brokerage company achieves AP process efficiency with Circulus

Process Improvement Through Accounts Payable Automation

A global insurance brokerage company faced significant challenges with its manual, fragmented, and inefficient accounts payable process. Handling nearly 100,000 invoices annually across hundreds of worldwide offices, the company struggled with errors, a lack of visibility, and payment delays. They partnered with Circulus to implement its AP Automation solution to achieve a systematic and future-proof process.

Circulus provided a centralized, web-based platform that automated invoice submission, data extraction, coding, and approval routing. The solution integrated with the client's ERP, eliminating manual data entry and processes entirely. This transformation provided 100% visibility into spending and liabilities, drastically reduced errors, improved vendor relationships, and empowered the Accounts Payable team with powerful tools for continuous improvement.