ERP: VIEWPOINT VISTA

Bernards’ Finance and Accounting Team Saves 30 Hours a Week with Finvari

Before Finvari, Bernards’ finance and accounting team spent 40 hours a week on expenses and AP invoices.

Lady Kima Disimulacion has spent 13 years at Bernards, growing from Accounting Manager to Executive Vice President of Finance. Over that time, she saw firsthand how much manual work it took to get job cost data from the field into Viewpoint Vista.

With 200 employees using corporate cards across the company, Bernards’ finance and accounting team was chasing receipts and approvals, manually entering transaction data, and managing AP invoices through email, spreadsheets, and other manual processes.

“You start losing yourself in the transaction,” Disimulacion says, describing how easily time could disappear into tracking down a single approval.

Across corporate cards, expense management, and AP invoice processing, Bernards’ finance and accounting team was spending 40 hours each week on manual work.

“Finvari is one platform that addresses both our pain points — our corporate card expense program and our AP approval process — and it seamlessly integrates into Viewpoint Vista. It saves us a lot of time.”

Lady Kima Disimulacion

Executive Vice President of Finance

Bernards

With Finvari, Bernards was able to automate invoice processing while giving field teams an easy-to-use experience. Finvari validates invoices against ERP data, extracts header and line-item details, suggests coding, and dynamically routes invoices for approval before syncing the data back to Vista. For corporate card expenses, field crews capture receipts and code transactions as they spend using real-time job, phase, and cost data synced directly from Vista.

The team took to Finvari quickly. “They loved the system from the get-go, especially the app,” Disimulacion says. When Bernards expanded its use of Finvari from corporate cards and expense management into AP invoice automation, it wasn’t another system for teams to learn. They could review and approve invoices in the same Finvari experience they already knew.

That efficiency carries through to accounting, too. “We can see job costs on a more timely basis,” Disimulacion says.

Across corporate card expenses and AP invoice processing, Bernards reduced the time its finance and accounting team spent on manual work from 40 hours to 10 hours per week, giving the team 30 hours back every week.

The impact extended beyond finance. “My favorite part about Finvari is that it was a great solution for Bernards, not just for our finance team. Our project teams and business units adapted to it quickly and actually used it,” Disimulacion says. “We were able to do our jobs more efficiently, but the bigger win was making other people’s lives easier and saving them a lot of time."

“We're able to refocus our finance and accounting team on more value-added activities, and I can give them more time for upskilling.”