Case Study: Braun Business Management streamlines payments and cuts payment processing time in half with MineralTree Invoice-to-Pay

Braun Business Management streamlines payments with MineralTree

Braun Business Management is an independent firm that handles financial and business tasks for high-net-worth clients. Faced with a paper-based approval workflow and limited online banking tools, Braun needed a more efficient, lower-risk payments process that integrated with QuickBooks and supported white-glove service for multiple client accounts.

City National Bank implemented Book2Bank, a bank‑branded version of MineralTree Invoice-to-Pay, giving Braun QuickBooks integration, built‑in banking controls (Positive Pay, payment reporting, balances), advanced security and single sign‑on to segregated client accounts. The solution cut payment processing roughly in half, sped vendor payments, reduced errors and queries, and freed the team to focus on higher‑value client work.

Braun Business Management

Brittany Prost

Financial Manager, Braun