Case Study
From Manual Tasks to Measurable Results in Just Weeks
Case Study Overview
Chantry Group achieved immediate ROI and lasting productivity gains with Valenta's intelligent automation solution. Read the full case study and results.
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
"Being self-employed has its benefits, but it comes with a major downside: instability. I found myself needing a more sustainable and secure way to generate income. Yet while I didn’t want to go back into employment, I also didn’t want to struggle with the unpredictability of self-employment. That’s when I started looking into franchising."
Michael Sivewright
Managing Director
UK
Managing Highly Critical Daily Reporting
Valenta's AI-Powered Intelligent Automation is platform-agnostic and seamlessly connects with over 200 business applications.
