Case Study: a real estate client streamlines property onboarding with Salesforce-Kyriba integration from Clearsulting

a real estate client streamlines daily property onboarding with Clearsulting

A real estate client operating in a high-growth environment faced challenges with manually onboarding new properties into their Kyriba treasury system. This process, which required creating new entities and bank accounts, was slow and prone to data inconsistencies. Clearsulting was engaged to address this use case of master data synchronization.

Clearsulting integrated the client's Salesforce system with Kyriba using a secure SFTP framework for daily processing. This solution automatically transfers comprehensive master data, ensuring new entities and banking structures are created in Kyriba without manual intervention and that data remains synchronized. The result was the elimination of manual work and delays, ensuring accurate and consistent data across both systems.

Real Estate Client