Contextual.io
10 Case Studies
A Contextual.io Case Study
BDR, a business consulting firm for HVAC and plumbing trades, wanted to offer scalable accounts payable services but found manual invoice processing too costly to deliver without hiring more staff. Partnering with vendor Contextual.io, they used the Contextual platform to build a solution called Sidekick.
Contextual.io's solution, Sidekick, is an AI-powered accounts payable workflow that automates invoice ingestion, matching, and posting into QuickBooks. This implementation allowed BDR to process invoices 90% faster, create a new recurring revenue stream, and scale the service without adding headcount.