Case Study: Access Intelligence cuts NetSuite admin time with Invevo ExtendInsights

How Invevo Helped Access Intelligence To Manage Its Workload

Access Intelligence Group, a UK-based SaaS provider for the marketing and communications industries, faced a significant challenge with its manual financial reconciliation processes. As a long-time NetSuite user, their finance team was spending excessive hours on repetitive tasks, such as creating detailed monthly customer reports and struggling with unreliable CSV uploads. They needed a simple, effective solution to eliminate this tedious work and turned to Invevo's ExtendInsights for NetSuite.

By implementing Invevo's ExtendInsights, the finance team automated its most burdensome tasks. The intuitive solution replaced error-prone CSV uploads, allowing the team to quickly create sales orders and invoices directly. This reduced a multi-hour monthly reconciliation process to a simple 10-minute task, leading to an annual time savings of up to 20%. The team is now empowered to focus on more valuable work, using the data for new reports and insights.

Access Intelligence

Paula Esnal

Credit Control Manager