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    Australia
    Funeral Services
    Anonymised

    A funeral services group

    A finance team was reconciling vendor bills, invoices and support tickets by hand across three systems. The work was accurate but slow, it did not scale with volume, and the knowledge sat with individual people rather than in a documented process.

    What was built

    • —Vendor bill auto-coding — reads the bill, derives the account code from the service type, and matches it to the right ticket
    • —Invoice-to-ticket auto-linking across multiple entities
    • —Automated reminder and escalation workflows for collections
    • —Payroll document generation and duplicate detection before import
    • —Bank reconciliation reporting with drafted follow-up emails for review
    • —Written process and technical documentation for each workflow

    What changed

    • —Repetitive matching work moved off people and into scheduled workflows
    • —Process knowledge captured in documentation rather than held individually
    • —Error-handling and validation added so failures surface instead of passing silently

    No invented percentages. What is described above is what was built and what observably changed. Where a client measures a result themselves and is willing to have it published, it appears here attributed to them.

    Built with

    Make.comXeroHubSpotGoogle WorkspaceSlack
    Country
    Australia
    Industry
    Funeral Services
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