For 30 years Tatum Homes has been building custom homes in Oklahoma City and surrounding areas. Founded by Aaron Tatum, the company has won many acclamations over the years, including the Best of Houzz Client Satisfaction and Oklahoman Readers Choice Awards.
In May 2022, Palette Software changed its name to Rillion.
| Customer | Tatum Homes |
|---|---|
| Branch | Construction |
| Area | Oklahoma, USA |
| ERP | Quickbooks Desktop |
| Processes automated | Invoice capture, invoice processing and approval workflow |
| AP Solution | Rillion (formerly Centsoft Invoice) |
Tatum builds fine custom homes in the $300,000 to $1 Million+ range and has completed over 500 homes to date. Communities include Rivendell, Chatenay, Anton’s Landing, Crystal Creek at Westbury, Glenhurst and Rockport.
Tatum homes was finding it challenging to work with over 4,000 paper invoices per year and managing the approval process for several approvers.
Because of the paper processes and numerous job sites involved, invoices would get lost or misplaced. Approvers would be overwhelmed with paperwork and management was looking for a more streamlined, automated approach.
“Most homebuilding companies store their invoices on a job by job basis and stick them all in a job folder. If you want to find all the invoices for one vendor can you imagine having to go to every single job, every single job folder? Being able to search in Rillion and export all the invoices in one PDF makes it a lot quicker and easier.”
Ryan Tatum, Tatum Homes
Invoices arrive by mail or email and are scanned by Rillion. The data inside each invoice is then populated in an intuitive central dashboard.
Tatum Homes finance administrators can check that the data is accurate, make adjustments, apply coding and send the invoice out for approval. AI works in the background to learn account codes, and over time makes suggestions on how to code items on each invoice.
Once an invoice enters the system and has been checked by the administrator, the invoices go out in an automated workflow where project managers on job sites can approve the invoice on desktop, tablet, or smartphone.
“We have a growing number of projects and get hundreds of invoices every single month, which was a pretty overwhelming task every single month for each approver.”
– Ryan Tatum, Tatum Homes
Tatum Homes has benefitted from the ease of integration with Quickbooks Desktop. The integration only takes a day or two to setup, and all of the vendor information is shared with Rillion. Once an invoice is approved, the invoice is transferred to Quickbooks for recording and payment.
Schedule a Free consultation so that we can understand your needs and provide you with the best solution.
AP Automation for your
peace of mind- we got this.
How construction firm VMG uses Rillion to increase productivity