Case Study Overview
A UK aesthetic healthcare clinic improved client management with Valenta's Zoho CRM implementation, supporting better patient care and ongoing business growth.
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
"The foundation of any successful business acquisition starts with meticulous planning. Before making any purchase, conduct a thorough business plan that outlines your vision, strategies, and anticipated challenges."
Howard Barouxis
Managing Director
Miami, Florida
Managing Highly Critical Daily Reporting
Valenta's AI-Powered Intelligent Automation is platform-agnostic and seamlessly connects with over 200 business applications.
