Case Study: Phelps Dunbar achieves maximized VAT reclaim and increased cash flow with Fintua

Phelps Dunbar - Customer Case Study

Phelps Dunbar LLP faced a time-consuming VAT reclaim process that demanded specialist VAT knowledge and language capabilities it did not have. Fintua was engaged to provide VAT reclaim services and integration technology to address those gaps and streamline the firm’s indirect tax recovery.

Fintua implemented a transaction-by-transaction analysis to pinpoint why claims were ineligible, recommended simple employee actions to secure compliant invoices, and deployed technology that integrated with Phelps Dunbar with no disruption to operations. Over a three-year engagement, Fintua’s service and customer support maximised VAT reclaims, increased cash flow into the firm’s bottom line, and delivered year‑on‑year improvements in recovered VAT.

Phelps Dunbar

Alice Terry