Jackie Smith, one of CAVU Group’s Accountants and an end user of X3CloudDocs, talks about how the solution has helped her during uncertain times, “early on in the pandemic, I was having to go into the office to collect my paperwork to process. Now though, I can do that all remotely, X3CloudDocs has made working from home much more efficient and the paperless automation accomplished our ‘go greener’ initiative.”

The real benefit of digitising this process is that an electronic copy of the invoice is attached in Sage X3 and stored in the Cloud, “our old system didn’t support this so I love the fact if I have any queries, I can just click on the invoice and have a look straight away,” Jackie comments.

Another of the accountants mentioned that before X3CloudDocs she would spend most of her time emailing colleagues and suppliers to chase up the invoices. Now she is able to email directly from the solution or quickly find out where an invoice is in the workflow in a few clicks, eliminating the ‘admin’ and allowing her to focus on value-added activities.

We asked Jackie what she was most impressed with, her response was, “I can process 90% of PO invoices at such a high level of accuracy that I don’t even have to intervene!”

Due to the simplicity of the solution, Paul Binkley is able investigate any challenges himself and reach out to support if he needs further assistance, making CAVU Group mostly self-sufficient nearly immediately after the go-live.

Lastly, we asked Paul if he would recommend X3CloudDocs to other businesses using Sage X3, “Yes, definitely! If I was asked to go and find an AP automation solution today, I would buy X3CloudDocs again. Coming from the industry myself, I have seen too many businesses implement software and then not use it because it didn’t live up to their expectations. The fact we are happy with X3CD and will continue to use it is a real testament to the product.”