ERP: SAGE 300CRE
How Pleune Eliminated Manual Expense Reports with Finvari
Peer feedback from the CFMA community, combined with strong Sage integration, made Finvari the clear choice for Pleune.
Before implementing Finvari, Pleune Service Company relied on a tedious expense workflow that required frequent intervention from the finance team. As CFO, Jennifer Murphy oversaw a process that involved collecting paper receipts on a recurring cadence and manually moving data between systems.
As Murphy explains, “Prior to Finvari, we every 15 days had to collect all of our receipts in paper form, and then export the coding to Excel and manually enter it into our ERP, which was very time consuming.”
Finvari replaces that type of manual workflow completely by handling expense capture at the time of purchase and pushing transaction data directly to the ERP. Receipt collection, coding, and submission are handled in one system, eliminating the need for spreadsheets, duplicate entry, and delayed reconciliation.
“Once we saw the Finvari application, read the reviews on our Connection Café in CFMA, demoed the product, it was a no-brainer that was the solution for Pleune.”
Jennifer Murphy
CFO
Pleune Service Company
Finvari integrates directly with construction ERPs, including Sage 300CRE, allowing coded transactions to flow into accounting systems without additional manipulation. This connection ensures data remains aligned and reduces the operational overhead required to manage expense information across multiple tools.
“The ease of Finvari for our back office and accounting, for my users, the integration to Sage, and the customer service for Finvari (they address and answer anything we have right away)—I would tell anyone looking at it, those items alone will outweigh others they look at.”
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Beyond the technical capabilities, Murphy points to the day-to-day experience of using the platform across teams.
Finvari is designed to be approachable for field users while meeting the needs of finance and accounting teams. Support and service are built into the experience, ensuring questions and issues are addressed quickly without slowing down operations.
See how Finvari works with your ERP
Curious how Finvari could support your company? Schedule a demo with our team.
