Cypress Creek is an integrated solar company that develops and owns solar and storage projects. It’s the fourth largest utility-scale O&M provider in the US.
Switching from another system that was not satisfying their needs, the company was looking for an AP automation solution that would be able to handle the 556 entities they manage including multiple solar sites.
In May 2022, Palette Software changed its name to Rillion.
| 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 |
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
With the Rillion solution the data from Cypress Creek’s vendor invoices is captured and validated automatically with a 98% accuracy rate. The invoices go to a queue, visible in the Rillion dashboard.
An automated approval workflow sends non-PO invoices to project managers to approve via email, rather than having to enter the system. If an invoice goes over the tolerance level, the system automatically sends the approval to the supervisor.
Rillion’s accounts payable automation solution matches vendor invoices to Cypress Creek’s purchase orders. Onced matched, the invoice is automatically sent to Sage Intacct for payment. Only PO invoices with a variance are sent out in a pre-defined, digital approval workflow to approvers or supervisors.
Download the full case study and learn more about how Cypress Creek Renewables improved their AP processes with Rillion!
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Vi er eksperter i automatisering og har en passion for mennesker. Vi automatiserer dine finansielle processer, så du kan få ro på dine medarbejdere og tid til eftertanke.
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