Case Study: Free Methodist Foundation achieves streamlined expense reporting and faster reconciliation with PairSoft

PairSoft Helps Free Methodist Foundation Simplify Expense Reporting

Free Methodist Foundation, a nonprofit provider of estate, gift and financial planning services that uses Blackbaud Financial Edge NXT, faced a slow, paper‑heavy expense process—employees filled Excel sheets, stapled receipts and hand‑delivered reports—plus time‑consuming corporate card reconciliations and a need to avoid duplicate data entry. After evaluating options, the Foundation selected PairSoft and implemented its Paramount WorkPlace solution as a cloud deployment to meet those requirements.

PairSoft implemented a cloud Paramount WorkPlace rollout with thorough consulting, training, a PairSoft Mobile App and OCR capture, and automated approval workflows that integrate directly into Blackbaud Financial Edge NXT. The result: simplified, faster expense reporting and monthly card reconciliations, greater visibility into spending, quicker employee reimbursements and a significant reduction in manual data entry—outcomes PairSoft helped achieve while saving the payables team “a tremendous amount of time.”

Free Methodist Foundation

Joe Crupper

Director of General and Trust Accounting