How Seismic replaced manual invoicing and absorbed acquisition volume without adding AR staff
Seismic's financial systems team chose Tesorio over building an internal solution, gaining faster implementation, real-time data integration, and the capacity to handle organic and acquisition growth.
Manual Invoice Steps
Acquisition Volume
NetSuite Integration
The Challenge
What they were facing
Gabriel Medina, Manager of Financial Systems at Seismic, analyzed the invoicing and dunning process to identify where things were breaking down or being unnecessarily slowed.
- Manual copy-paste workflow: download from Excel, look up in NetSuite, manually send emails to customers
- Previous dunning templates were 'really robotic sounding,' damaging customer relationships
- Growing transaction volume from organic growth and acquisitions threatened to overwhelm the AR team
- Team considered building an internal solution but couldn't justify the resource and time cost
The Solution
How Tesorio helped
Tesorio was selected for its simple workflow, faster implementation than an internal build, and real-time NetSuite data integration.
- Eliminated multiple manual invoicing steps with automated workflows replacing copy-paste processes
- Customizable email templates letting customers feel valued instead of 'just a number'
- Real-time NetSuite integration providing better data visibility than the ERP alone
- Scalable platform capable of absorbing acquisition volume without proportional AR headcount growth
The Results
Measurable impact
Seismic eliminated manual processes, scaled through acquisitions, and unlocked next-level AR capabilities.
Manual Invoicing
Completely replaced manual copy-paste invoicing steps with Tesorio's automated workflows.
Acquisition Volume
Successfully took on acquisition volume while freeing up time for existing AR resources.
AR Capabilities
Enabled escalation automation, PO tagging, and process optimization that the AR team never had a way of doing before.
“One of the huge things that stood out to me about Tesorio was the super simple workflow of it.”
Gabriel Medina
Manager of Financial Systems, Seismic
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