Unique Situation
Prior to TrinDocs, Capital Bank’s processes involved what they describe as “a lot of busy work” to get invoices approved. There was manual paper pushing, manual authorizations, manual emails back and forth, and the like. The Accounts Payable team would also manually prep invoices on Mondays, type them on Tuesdays, and then finalize them each Wednesday to get payments made. So, there was a lot of time devoted to manual data entry. Plus, because of their paper invoices and manual approval processes, the leadership team had to look at every single paper invoice and spend hours a month reviewing and approving them.
Tailored Solution
TrinDocs worked with Capital Bank to understand their business and tailor workflow and document management solutions to take them paperless. Now, instead of staring at a stack of paper invoices that took hours to review and approve each month, that process is done online in a matter of minutes! Capital Bank’s new, automated process also allows department heads that are responsible for vendors to approve their own invoices so that leadership only views invoices that truly are their responsibility and in need of their time. TrinDocs saves time for every level in the organization, while also eliminating paper and all the hassles that go with it…like trying to search and find lost invoices, wasted office space that’s devoted to document storage, and the lack of confidence in having accurate and timely information. In short, TrinDocs delivered a modern AP process to the team at Capital Bank, and they could not be happier!
“TrinDocs is living in the future with efficiency! If you want to save time, then get on board. TrinDocs saves me two days a week. That’s 40% of my time!”
– Eva Silva, Accounting Officer
Why Does Capital Bank Love TrinDocs?
We asked them, and here’s what they told us:
TrinDocs Makes Implementations Easy…“I don’t know of any other project I’ve ever been involved in that was easier to implement.”
TrinDocs Has Exceptional Service and Support…“They’re so helpful and just like Johnny on the spot for everything. We send an email and literally get a response within a minute!”
TrinDocs Is Fast & Agile, Very Cutting Edge…“It’s much easier to work with a smaller, more driven organization like TrinDocs since they have such a desire to succeed and please their customers. That’s their reputation and we’ve seen it! We get the attention we need, and it’s great! TrinDocs has been perfect for us!”