Four hours of chasing numbers, cut to thirty minutes.
A client's finance team spent every week reassembling who owed what from a handful of systems that didn't talk to each other. Oak City Labs built them one dashboard that already has the answer, plus a review step before anything goes out.
The challenge
The client's finance team needed a simple answer every week: who owed money, and who was overdue. That answer didn't live in one place. Aging balances, payment history, and contact details were split across a handful of disconnected systems and spreadsheets, so producing a single view meant cross-referencing each source by hand, then drafting outreach emails to delinquent accounts one at a time. The routine took four hours or more. Even then, accounts still fell through the cracks, and unfinished follow-ups rolled into the next cycle.
The solution
Oak City Labs built one application that pulls every AR data source into a live dashboard, then takes on the manual work around it. The team stays in the loop the whole way.
One dashboard, every source
Aging balances, payment history, and contact data come in from every source and reconcile automatically into one live view.
Drafted for review, not auto-sent
The app drafts follow-up emails to delinquent accounts. Nothing goes out until a team member reviews and approves it.
A record that holds
Every outreach and status change gets logged automatically, so the team knows what's been done, by whom, and what's next.
The results
What used to take at least four hours, and still leave gaps, now takes under thirty minutes with every delinquent account covered. That's roughly three and a half hours back each cycle, and a process the team can actually rely on.
This case study has been anonymized at the client's request; identifying details have been withheld or generalized.