Client Information

Customer Cypress Creek Renewables
Branch Based in Sacramento, California
Area USA
Business system Sage Intacct
Invoices/year 25 000
Employees 200 in multiple locations
Process automated Invoice Capture, Invoice Processing, PO Matching, Archive & Audit Trail

The Challenge for Cypress Creek

Cypress Creek is a company with a lot of moving parts, including development, construction, asset management and operating divisions.

Purchase orders needed to be automatically matched to incoming supplier invoices, and invoice data had to be captured. There was a need for approval workflow as well an audit trail for investigations into the multiple entities they manage.

“We manage nearly 300 solar sites. Each solar farm is its own company, and each installation has its own tax implications with our investors. We’re using Palette* for the audit function, to handle enquiries for all of these accounts.” – Gerry Trejo, Cypress Creek
*Palette is now Rillion

Invoice Capture and PO Matching

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