Case Study: Carlson achieves threefold AP efficiency and 99.9% invoice accuracy with Tungsten Automation

A Tungsten Automation Case Study

Preview of the Carlson Case Study

Carlson Processes 3.3 Million Invoices Each Year More Efficiently with Kofax Accounts Payable Solution

Carlson, a large privately held travel and hospitality company, faced a growing accounts payable burden—more than 3.3 million invoices annually—while using a limited imaging/indexing workflow that didn’t integrate well with its Oracle ERP. The old system left AP teams doing manual work, produced only low-90s accuracy, and required cumbersome error-handling and routing processes.

By deploying Kofax MarkView, which tightly integrates with Oracle, Carlson automated the full AP lifecycle from invoice capture to audit-ready workflow. The change tripled AP efficiency, raised accuracy to 99.9%, reduced the team from 17 to 5 FTEs (with staff reassigned to strategic work), cut audit scope and cost, and allowed Carlson to recoup the investment in under a year.


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Carlson

Lynn Miland

Senior Director PTP, Central Finance


Tungsten Automation

247 Case Studies