Case Study
Coldbuster Floor Heating Enhances Operations with Zoho One Integration
Case Study Overview
Coldbuster Floor Heating improved operations and visibility with Valenta's tailored Zoho One implementation, streamlining workflows across the organization.
Our Solution
Process & AI-Powered Intelligent Automation
A Digital Assistant now completes key finance routines on schedule and in the background. It signs in like a user, gathers data, and prepares postings so most reconciliations complete automatically.
Daily Cash Clearing
Extract General Ledger data from SQL server, reconcile to cashier logs, summarize and update tables for three different sales channels.
Cash Deposit Detail File Upload
Import the bank's cash deposit detail file and classify transactions in Mingle.
Bank Reconciliation
Match bank statements to General Ledger and Check Center entries from Mingle; consolidate and route unmatched items to an exceptions list.
Applications Used
Results
Return on Investment: 24%
(With Only a 5% Digital Assistant Utilization Rate)
7,900
Labor Hours Saved Annually
30%
Reduction In Errors
93%
Time Reduction On Cash Clearing
Franchisee Quote
"I chose Valenta because they provide the support and resources I need to address my own gaps. For instance, marketing isn’t my strong suit, but with Valenta’s skilled marketing team, I don’t have to worry about it. Their expertise allows me to focus on what I do best, knowing that the marketing side is in capable hands."
Matthew Cooper
Managing Partner
USA
Managing Highly Critical Daily Reporting
Valenta's AI-Powered Intelligent Automation is platform-agnostic and seamlessly connects with over 200 business applications.
