Case Study: Westhaven Builders reduces expense reconciliation time with Sage Expense Management

From Manual Headaches to Automation Westhaven’s Story

Westhaven Builders, a St. Clair, Michigan construction company, needed a better way to manage expenses as it grew. The team was struggling with disorganized receipt collection, handwritten job and cost codes, no approval workflow, and tedious manual reconciliation in Sage 100, creating bottlenecks and errors for Controller Tifany Wunschl.

Fyle, now Sage Expense Management, implemented automated receipt capture by text, mandatory job and cost code selection from Sage 100, real-time card feed matching, custom Sage 100 exports, and a multi-stage approval workflow. The results were significant: reconciliation dropped from hours to less than 2 minutes, 70% of receipts were submitted within 30 minutes, errors and miscategorizations fell by 95%, and monthly close time improved from 20 days to 12 days.

Westhaven Builders

Tifany Wunschl

Controller