“Weeldi’s robots work for us while we sleep”

How Weeldi helped TruNorth automate and optimize data collection, enjoy immediate ROI, and even expand its service offerings

There are essentially two wins in business: increasing profits and decreasing expenses.

The former is contingent on myriad factors: competition, economic trends, global politics, ad infinitum. The latter is typically contingent on a business itself – its processes, platforms, and people.

The latter is also why TruNorth exists, providing expense management solutions and services to a growing roster of clients across most every major vertical market. Or, as they put it, bringing sanity and savings to clients with tools and information for easy governance over technology inventory and spend.

However, expense management, in itself, can be expensive. Especially now. And as external costs and internal workloads were rising, TruNorth did not want to pass any of those burdens on to their clients.

TruNorth turned to Weeldi to automate critical processes, and found that lowering expenses for themselves and their client base was not only easy–it was automatic. But that was just the start…

The problem: 1,000 tasks a day… for starters

Business technology expenses are typically endless, and vary wildly between businesses.

For TruNorth to meet client needs, it had to execute literally thousands of different tasks daily, collecting, centralizing, and validating data locked inside PDFs, behind logins, across multiple systems and countless accounts.

And it had to execute across specific business needs and processes: auditing, contract management, tech inventory, telecom management, and more.

It found that its most talented team members were spending endless hours manually downloading expense data as the portals and apps where that data lived were rarely, if ever, accessible via APIs.

TruNorth was in a rut of monotonous and mounting task work, which left less time to improve service offerings, or expand its lines-of-business, or focus on its own strategic growth.

No code automation to solve today’s challenges–and tomorrow’s

TruNorth turned to Weeldi for a solution, and Weeldi delivered. Better, Weeldi empowered.

Weeldi’s no code, cloud-based application enabled TruNorth to build automations to capture expense data with no manual intervention.

Unlike traditional RPA tools and apps like Selenium–which are limited toolsets–the Weeldi engine works directly through web drivers, which enables it to navigate through non-responsive sites, dynamic sites, and common automation deterrents like OTP, captchas and web blocking technologies like Cloudflare, Akamai and others.

The data extracted by Weeldi is automatically deposited into TruNorth’s SFTP (secure file transfer protocol) where it’s cleaned-up, codified, and delivered into TruNorth’s expense management platform (Sparrow) where clients quickly and easily access their info.

Security, flexibility, and support

As Weeldi is a no-code solution, TruNorth is also empowered to quickly build new automations in just minutes, ensuring it’s equipped to handle any challenges future clients–and their portals, and their websites, and any obstacle between TruNorth and the data it needs–may present.

Regarding security, credentials are securely stored outside of Weeldi in 1Password, giving TruNorth full control of automation credentials–a critical feature for a business working with sensitive financial data. Weeldi only accesses credentials as automations run, and does not store them.

Weeldi’s dual focus on flexibility (no-code building) and security (no password storing) gives TruNorth and its clients a rare combination of speed and safety.

TruNorth enjoys further peace-of-mind by having access to Weeldi’s support team to help solve unusual cases, add clarity to processes or outcomes, or simply bounce ideas off of. Weeldi ensures its clients have all the tools and training required to self-serve, but is also there to help when needed.

From expenses to expansion

Weeldi is currently automating data retrieval tasks across nearly 50 TruNorth vendors, and has delivered near-immediate ROI for the company.

“But wait: there’s more.”

Once implemented (in a matter of a couple of days), Weeldi also helped TruNorth uncover even more critical data, and deliver it on a fixed schedule (rather than TruNorth’s old way of doing things, which was based on client requests and other ad hoc processes). TruNorth now has more, and more actionable, data and more predictable workloads and workflows.

But perhaps the most important deliverable TruNorth received was opportunity.

Expense management is essentially the tip of the iceberg in the financial services space. The positive client relationships TruNorth had in place grew only stronger with the addition of Weeldi, as expense management processes were improved across the board.

With strong client relationships, proven project expertise, and now–thanks to Weeldi–much, much more time available, it was only natural for TruNorth to expand its suite of services with a new outsourced bill payment offering, and thereby drive and deliver more value throughout its client base.

“None of us wanted to spend our day downloading PDF invoices—now Weeldi’s robots do that for us while we sleep,” said Rick Lindner, Chief Strategy Officer, TruNorth. “But the value of Weeldi goes beyond that: it literally enables us to grow our business faster, more profitably and in new markets. Without Weeldi, we literally would not have been able to offer our new Bill Pay service.”

Tapped to help TruNorth simply automate tasks related to expenses, Weeldi was able to extend its value and help TruNorth expand its business, delivering the two wins: lower costs, higher profits.

About Weeldi

Headquartered in the San Francisco Bay Area Weeldi enables companies of any size or technical ability to stably automate processes on the web, at scale, through its web service API or user interface — with no coding required.