North American Brands Case Study

The challenge

At the time described in the case study, NAB processed about 500 invoices a month for four companies, receiving them from roughly 200 vendors. Most invoices arrived by email, while the remainder came by fax or mail. Staff needed to review invoices, check purchase orders, route approvals, and enter information into the accounting system.

The solution

Polar Imaging implemented a cloud-based accounts payable workflow integrated with Sage 300 through BAASS Bridge. The system classified incoming invoices and captured key details, while Polar Imaging’s Digital Mailroom team verified the extracted information before invoices entered the workflow.

Vendor details were checked against Sage 300, and routing rules sent invoices through NAB’s approval process. Purchase order invoices were matched with purchase order and receiving information. Non-purchase order invoices followed configured approval steps, with general ledger coding completed in the workflow.

Reported outcomes

• Faster invoice processing and retrieval
• Less manual work and improved data accuracy
• Sales nearly doubled while the same three employees supported the business

These outcomes were reported for the period covered by the case study and are specific to NAB.