Case Study: Valley Pacific achieves faster financial close and better reporting with PDI Software

Valley Pacific - Customer Case Study

Valley Pacific, a wholesale petroleum company and the largest marketer of Chevron-branded petroleum products in California, partnered with PDI Software and its PDI Enterprise solution to address major reporting and operational challenges. The company lacked reliable access to data, struggled with time-consuming manual reporting corrections, faced a lengthy card processing and network settlement process, and needed better customer-centric functionality.

With PDI Software’s PDI Enterprise, Valley Pacific improved data access and reporting through flexible database queries, automated card processing and network settlement, and strengthened accounting reports and sales analysis. The results were significant: Valley Pacific saved more than $100,000 per year and reduced monthly financial close time by three weeks, a 75% improvement.

Valley Pacific

Rachael Vance

Tax Specialist & Internal Auditor