Case Study: CloudBolt streamlines cost controls with Paylocity

Cloud Specialist Streamlines Cost Controls with Integrated HR and Finance

CloudBolt, a cloud cost management specialist, faced challenges in managing HR and finance operations due to rapid growth. Their lean teams were bogged down by manual processes for expense reporting and credit card reconciliation, which created bottlenecks and hindered their ability to analyze and control costs effectively. They turned to Paylocity, specifically leveraging its integrated platform that includes the Paylocity for Finance suite, to streamline these operations.

By implementing Paylocity’s unified system, CloudBolt automated its accounts payable and expense management processes, integrating them with virtual corporate cards and its Sage ERP. This eliminated manual data entry, provided real-time visibility into spending, and automated approval workflows. The solution from Paylocity enabled the finance team to operate more efficiently without adding headcount, saved significant administrative time for the HR manager, and gave the company the tools to better control and analyze costs as it continues to scale.

CloudBolt

Yessenia Alvarez

HR and Payroll Manager