Headquartered in Washington, the American Planning Association (APA) is an independent, not-for-profit educational organization with more than 40,000 members from 90 countries, 47 chapters throughout the United States, 21 divisions, and two offices (Chicago, Washington) and $21 million in revenue. The organization has three people doing all the organization’s accounting. Their processes were very manual and their product clunky. APA’s accounting software suite was not updated for eight years.
The organization was looking to automate the accounts payables and general ledger processes. The general ledger month-end close process took a total of ten days. They had to track cash receipts and invoices on a spreadsheet. They needed a system that would help create a better audit trail, which would allow them to go through the audit process or reconcile more efficiently.
About American Planning Association
Location: Offices in Chicago and Washington, D.C.
“We’ve removed some of the manual processes. So, our data is more pristine for financial reporting. We’ve been able to invoice easier. Reporting on cash is easier because we can upload information from cash receipts. We don’t have to use as many manual processes to test or verify.”
Kathy Fry, Accounting Manager
American Planning Association