- Customer Success Stories
- Customer Success Story In-Situ
Customer success story
In-Situ
How In-Situ freed its finance team from paper and saved up to six hours per day with Document Capture
The challenge
Getting rid of the old ERP, manual invoices, and boxes of paper
Before adopting Microsoft Dynamics 365 Business Central, In-Situ ran an old ERP/MRP setup and relied on a fully manual AP process — every invoice that arrived meant printing, stamping, filing, and chasing. When a payment was made, the paper came back out, got attached to a check stub, and was filed again. Entire boxes of documents piled up.
As the business grew, the only solution had been to hire more people — but that wasn't sustainable.
"We just had to keep hiring people, and it was like, ok, we can't keep hiring resources to continue a manual process."
— Kelly Harris, Finance Process Manager, In-Situ
When In-Situ moved to Business Central, Kelly had a clear requirement: invoice automation had to be part of the plan from day one, not an afterthought.
“Our old process was: we’d get an email of an invoice, we would print it out, stamp it with the date, write the number it was processed under in the system, and then file it. When we paid it, we’d pull it back out, attach the check stub or ACH, and then file it again. So we had all these boxes of documents.”
About the company
In-Situ has been monitoring the health of the world’s water since 1979. From its base in Colorado, the company builds and develops water monitoring equipment that helps protect one of the planet’s most finite resources – making sure we have safe drinking water and ecosystems stay healthy.
“We build and develop water monitoring equipment. Our mission is to protect one of the world’s most finite resources,” says Kelly Harris, Finance Process Manager at In-Situ. “We’ve grown at least 20% each year for the last two years.”
The solution
Automated from the moment an invoice lands
Through their Microsoft partner Wipfli, In-Situ was introduced to Continia Document Capture. It stood out immediately on both functionality and cost. They went live with Business Central and Continia together in mid-2023.
Today, invoices hit the AP inbox, get processed, and are ready for review, matching, and posting — with minimal manual input. Vendor templates are set up once, so repeat vendors flow through automatically.
Checks have largely been replaced by ACH, approvals now run through Continia’s portal instead of email and spreadsheets, and all supporting documents live in Business Central – not in boxes.
“We don’t have printing anymore. We don’t have filing anymore (...) Every time I can find a new functionality that Continia can help me with, I’m just about jumping on it.”
— Kelly Harris, Finance Process Manager, In-Situ
The result
6 hours saved per person, per day — and a team that's grown beyond data entry
Even as In-Situ continues to grow at least 20% each year, the AP team has avoided the old pattern of hiring more people just to keep up. Document Capture removed the manual work that used to eat up most of the day — and that time has been put to better use.
AP is also no longer the go-to for everything — other teams can now look up invoices, check who approved them, and see when something was paid, all without asking Kelly's team. That alone frees up a lot of time. And when auditors come knocking, what used to take days of digging through boxes now takes minutes.
Up to 6 hours saved
per person, per day
6 days → minutes to
pull audit documentation
Anybody that wants to have a growing business needs to be able to make their processes as efficient as possible. And that’s what Continia has allowed us to do – get rid of the data entry and the really time-consuming manual processes and let the system do it for us. I have loved – 100% loved – everything Continia that we’ve implemented."
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