Case Study: William Tracey Group achieves 50% faster PO and invoice approvals and 100% invoice visibility with SoftCo Procure-to-Pay Automation

William Tracey Group - Customer Case Study

William Tracey Group, an environmental services company, manually processed over 25,000 purchase invoices across its nine branches each year and struggled with slow, error-prone approvals, poor visibility of supplier invoices, difficulty completing timely accruals, and lack of procurement conformity. To address these challenges they engaged SoftCo and its Procure-to-Pay Automation solution (SoftCo P2P).

SoftCo implemented SoftCo P2P to automatically capture and archive invoices in the SoftCo Cloud, perform automated 3‑way matching to enforce “No PO, No Pay,” and manage exceptions via a query module—giving full visibility and control over the P2P process. The result was a 50% reduction in both PO and invoice approval times (approval cycle cut from 40 days to 10), 100% visibility into invoice progression, full spend-policy compliance, and significant time and cost savings for the finance team.

William Tracey Group

Paul Leonard

Head of IT and Business Change