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Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

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List of DadePay AR Automation Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Carter Lumber Distribution 3500 $2.7B United States DadeSystems DadePay AR Automation AR Automation 2019 n/a In 2019, Carter Lumber implemented DadePay AR Automation within the AR Automation category to fully automate its invoice to cash application process. Carter Lumber selected the DadePay Software as a Service solution and assigned its Information Technology group top priority to expedite delivery, enabling a rapid implementation. "The implementation process moved along quickly and our bigger challenge was to re-engineer all the manual processes we had in place," said Seder. DadePay AR Automation was configured to support end to end cash application workflows, including electronic capture of remittance data, automatic matching of payments to open invoices, posting, and deposit as a straight through process. The deployment included DadePay Mobile AR to enable field capture of payments and remittance documents, with those records automatically reconciled and posted into the centralized cash application flow. Operational scope emphasized accounts receivable and the large national sales organization, with mobile capture shifting payment intake from office centric processes to the field. Carter Lumber prioritized process re engineering and centralized IT governance during rollout to map manual workflows into automated rules, standardize posting procedures, and support consistent deposit handling. Seder reported that the mobile and automation features liberated sales people from running checks to the bank and faxing remittance copies to the office, freeing their time to spend with customers and maintain the companys customer service standards established over 84 years. The implementation therefore centered on SaaS delivered AR Automation, mobile payments capture, and centralized cash application control using DadePay AR Automation.
Cole, Scott & Kissane Professional Services 2100 $350M United States DadeSystems DadePay AR Automation AR Automation 2017 n/a In 2017, Cole, Scott & Kissane implemented DadePay AR Automation to address accounts receivable processing bottlenecks, led by the firm’s Chief Financial Officer and Applications System Administrator. The deployment targeted the firm’s AR Automation needs and was positioned to operate alongside CSK’s Aderant financial software to preserve existing billing and ledger workflows. The implementation used DadePay Cash Application capabilities to automate capture of remittance data from ACH transactions and mailed checks, to generate payments for invoices received by mail, and to prompt users to collect missing remittance details from client portals or other sources. Configuration emphasized automated payment creation, exception prompting for incomplete remittance, and generation of archival output for the firm’s Expert Image repository. Integration work posted payment records directly into Aderant, ensuring end to end flow between DadePay AR Automation and CSK’s financial ledger. Operational scope centered on the finance organization and accounts receivable teams, with the solution instrumenting cash application workflows used across billing and collections functions at the firm. Governance and process changes included routing exceptions to staff for rapid remediation and adjusting AR workflows to support same-day application. Reported outcomes included reducing cash application time from two to three days to same-day, improved ability to scale existing staff for growth, and a drastic reduction in errors, reversals, and rebilling, which improved customer experience.
Haas Door Manufacturing 200 $25M United States DadeSystems DadePay AR Automation AR Automation 2017 n/a In 2017, Haas Door implemented DadePay AR Automation, an AR Automation solution, to automate cash application and reconciliation for its credit management and accounting functions. The deployment centralized DadePay Cash Application and DadePay ePayment Customer Portal functionality to move payment processing away from manual matching and toward automated remittance parsing and exception handling. Configuration emphasized automated check reading, remittance data capture, ACH handling, and workflow rules for auto application of open invoices or escalation of exceptions. The DadePay Cash Application module processed incoming remittance information and applied payments where rules matched, while the DadePay ePayment Customer Portal enabled electronic payment initiation and streamlined ACH authorization workflows. Operational coverage targeted the accounting and credit departments across Haas Door, shifting day to day effort from manual posting and reconciliation to exception management and customer inquiries. Key operational touches included receipt capture, discount validation for timely payments, automated payment-to-invoice matching, and reconciliation that reduced the time credit staff spent on matching and applying payments. Reported outcomes from the implementation included increased operational efficiency, improved check reading accuracy, faster payment application with processing reduced from days to minutes, doubled payment volume without increasing accounting headcount, increased AR staff productivity, reduced Days Sales Outstanding, and enhanced customer service.
Retail 600 $100M Canada DadeSystems DadePay AR Automation AR Automation 2017 n/a
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