Case Study: Foley Family Wines achieves faster cash application and eliminates payment-to-invoice mismatches with Fraxion

Foley Family Wines Speeds up Cash Application with Centreviews Receivables Solution

Foley Family Wines, a 26‑location wine and liquor company headquartered in Healdsburg, CA, faced growing back‑office strain after multiple acquisitions: manual, disparate processes slowed cash application and left payments mismatched to invoices because distributor payments often arrived before related credit memos were posted. To standardize workflows and reduce tedious work, Foley turned to Fraxion and its Centreviews Receivables Solution (Centreviews RPA Bots) to automate credit and deduction handling.

Fraxion implemented Centreviews RPA Bots to capture and route deduction requests, automate approval workflows, and upload approved credit memos into Foley’s WIMS, ensuring memos posted before payments arrived. The automation eliminated payment‑to‑invoice mismatches, improved cash application, boosted customer service and employee productivity, and freed the sales team to focus on growth; Foley is now expanding Centreviews usage and planning further automation.

Foley Family Wines

Joyce Gromada

Sales Administration Manager