CASE STUDY
How a Telecom Provider Automated Payment Reconciliation and KPI Reporting
A telecommunications and broadband services provider turned to AIS after manual finance work began taking several hours and became harder to manage as payment volumes increased across multiple sources. Staff had to gather data from separate payment channels, reconcile activity, update QuickBooks, and match financial data with Rev.io before KPI reporting could be completed.
AIS was selected to build and run automated processes for reconciliation and reporting, while also handling ongoing execution and issue resolution. The result was faster access to complete financial information, more consistent reporting, and more time for the team to focus on review rather than assembly.
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Key Takeaways
- Removed more than three hours of manual work from routine finance tasks
- Supports reporting that often includes 150+ payments from four separate sources
- Improved reporting consistency while reducing the burden on internal staff
What You'll Learn
- What made payment reconciliation and KPI reporting difficult to manage through manual processes
- How AIS connected QuickBooks, Rev.io, and multiple payment sources through an automated workflow
- Why automating data consolidation gave the finance team more time to review results and address issues