Bramble & Oak Workshop · Furniture workshop
Receipts coded in seconds, books closed in two days.
A custom furniture workshop with twenty-two makers and a lot of lumber receipts.
Results
- to close the month, down from 8
- 2 daysto close the month, down from 8
- of receipts categorized without review
- 96%of receipts categorized without review
- in missed deductions recovered in year one
- $18kin missed deductions recovered in year one
The challenge
Bramble & Oak buys timber, hardware and finishes from dozens of suppliers, often paid for on the spot. Receipts ended up in pockets, glove boxes and a coffee can.
At month-end, Tom Bramwell and his office manager spent eight days rebuilding the picture from faded paper and bank statements.
The solution
Makers now photograph receipts at the counter and Lumen Ledger reads, categorizes and attaches them to the right transaction. Larger purchases go to Tom for a quick approval.
Bank reconciliation runs in the background, so by the end of the month there is little left to do except review.
In their words
The coffee can is retired. Everything is captured the moment it is bought, and our accountant tells me it is the cleanest set of books she has seen from a workshop.
Features they use.
Close the books, not the door.
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