MineralTree
36 Case Studies
A MineralTree Case Study
CJM Association Services manages accounting and operations for more than 50 homeowners’ associations, handling roughly 300 monthly payments across separate HOA entities. Their prior paper‑based workflow—mail sorting, manual QuickBooks entry, printed checks and board signings—was slow, error‑prone and could take up to a month to pay vendors, straining relationships and pushing the team toward hiring more staff.
To solve this, CJM adopted Book2Bank (City National’s branded MineralTree Invoice‑to‑Pay) to automate and segregate each HOA’s payables. The platform made the payments process about 50% more efficient, sped vendor payments (preserving relationships and reducing inquiry calls), unlocked early‑payment discounts, kept the department lean and freed staff to focus on higher‑value financial work while supporting future growth.
Shel’Lee Alexander
Corporate Controller, CJM