Unanet
65 Case Studies
A Unanet Case Study
Gilmore & Associates (G&A) is a 102‑year‑old regional civil engineering and consulting firm (175 employees across seven offices) that serves mainly municipal clients. The firm struggled with slow, paper-driven collections and administrative bottlenecks: most clients paid by mailed check, there was no central payment portal or visibility into invoice engagement, and invoice reminders and follow‑ups were manual and inconsistent.
In June 2020 G&A implemented Unanet AR Automation (integrated with Unanet A/E and Stripe) to enable automated invoice email delivery, tracking, automated reminders with embedded “Pay Now” links, and an online payment portal for ACH and card payments. The result: DSO dropped by five days and monthly receipts rose an estimated $50K–$60K, electronic payments at least doubled (Stripe payments up 50% in months), accounting and project managers each save 2+ hours per week, and the firm gained real‑time visibility into invoice opens/clicks and a smoother customer payment experience.
Jeffrey Gilmore
Accountant Gilmore & Associates