Kumo uses Microsoft AI, PowerApps, and Sharepoint integrations to set up an automated financial process.
Our client, Pet Supplies Plus, has 14 store locations in the Chicagoland area. Across all locations, the teams were having trouble viewing store-specific financial information. Additionally, all stores followed separate procedures, and overall tracking and communication was taking up valuable time. Due to this, they had many reporting problems with manual and outdated A/P processes that were managed through Excel.
The store was using entirely manual processes to update A/P info and generate sales reports
Too many competing Excel procedures and spreadsheets with many opportunities for error
Lack of visibility into store–specific financial and operations data
First, using Microsoft AI Form Reader, Kumo significantly reduced the amount of time required to complete their A/P processes. By doing this, and using a combination of Microsoft AI, PowerApps, and Sharepoint, Kumo built an integrated solution for Pet Supplies Plus. Therefore, all stores could independently manage their finances, and gain valuable insights into the overall companies’ data seamlessly.