Challenge
The business had outgrown QuickBooks and relied on two full-time employees to key data from approximately 600 invoices each week. Reporting across a multi-state, multi-level organization required significant manual compilation. Preparing board or investor materials could take a week of spreadsheet and presentation work.
Solution
The organization partnered with Skalable on a broader finance modernization, with Stream at the center of invoice automation and Dynamics 365 as the ERP. Power BI supported reporting, and Matrix supported connected data movement.
- AI-assisted vendor identification and GL account mapping reduced repetitive entry.
- Configurable invoice approvals and coding workflows supported additional locations and volume.
- Integrated financial data improved access to current information across the organization.
- AP staff redirected capacity toward analysis, reconciliation, and financial planning.
Recorded results
The legacy materials also report faster close preparation, earlier pre-close work, reduced cash-reconciliation effort across studio locations, and the ability to process more invoices without proportional AP staffing growth.
Conclusion
Stream helped the franchise replace a manual AP bottleneck with a scalable, ERP-connected operating model. The platform’s growing automation rates and integrated financial context supported continued expansion while maintaining a focused finance team.