Infinity Investment Group:

One accountant, multiple projects and zero paperwork 

Infinity Investment Group’s lean accounting team saves time and boosts efficiency with Microsoft Dynamics 365 Business Central and Continia. 

Managing a complex portfolio with a small team 

Infinity Investment Group is a property development company based in New Zealand’s South Island, focused on residential land development and growing its portfolio of commercial properties. Beyond property development, the company also manages a range of other assets – including a deer farm, a trophy hunting business, and a cherry orchard, making its portfolio highly diverse. 

Each project is set up as its own entity in Microsoft Dynamics 365 Business Central, which allows for efficient consolidation and intercompany transactions. Despite this complexity, the accounting department is run almost single-handedly by Head Accountant Rebecca Donaldson,  

“At the moment I’m a one-man band in the accounting department, but with Business Central and Continia, I’m still able to keep everything running smoothly,” says Rebecca, who has been with the company for over 20 years. 

 

From paper-based processes to the Cloud 

Four years ago, Infinity Investment Group moved from Microsoft Dynamics GP to Business Central as part of a major technology refresh. The shift was driven by the need for a cloud-based system that staff could access from anywhere, an essential feature for a business with projects spread across the country; and giving the one-man band some more keys to play on:  

“We wanted something that could support our remote teams and reduce paper processes. Business Central gave us the foundation, and Document Capture was the next step to take us further.” 

While the team initially focused on getting up and running with Business Central, they knew they needed to modernize their invoice processes as well. That’s when Continia Document Capture came into the picture. 

“The staff really like the web approval portal. It’s user friendly and makes approvals simple no matter where they are.”
Rebecca Donaldson, Head Accountant @ Infinity Investment Group

Smooth implementation and immediate results

Infinity Investment Group partnered with FUJIFILM MicroChannel to implement Continia Document Capture. To Rebecca’s surprise, the rollout was quick and seamless. 

“It was brilliant. We went straight to a live environment. We thought we’d start small with one company, but it was so good we just threw everything in all at once.” 

Now, the accounting department processes around 200 invoices per month, with Document Capture recognizing and inputting invoice data automatically. But more importantly, staff across multiple locations use the web approval portal to review and approve invoices easily, even while traveling. 

“The staff really like the web approval portal. It’s user friendly and makes approvals simple no matter where they are.” Rebecca adds. 

This also means that approvals don’t have to wait until people are in the office, but can be done anywhere, on time!  

Smart shortcuts with Document Capture

While the team at Infinity Investment Group is spread across the country, it is still a small team, which means that the need for a dedicated employee expense solution isn’t urgent. Nonetheless, Rebecca has found a way to make expense handling easier using Document Capture!

By setting up a dedicated template in Business Central, Document Capture can recognize employee expense claims sent by email, automating processes that would otherwise be both manual and delayed each month.

“It’s saved a lot of time, particularly with chasing up invoice approvals. I can always see what’s outstanding, and the data recognition has been a huge, huge saving.”
Rebecca Donaldson, Head Accountant @ Infinity Investment Group

Saving time today and looking ahead

For Rebecca, the time savings have been significant, especially as the sole person managing accounting.

“It’s saved a lot of time, particularly with chasing up invoice approvals. I can always see what’s outstanding, and the data recognition has been a huge, huge saving.”

Infinity Investment Group sees Continia Document Capture as a key enabler for future growth. With a passion for exploring new technologies, Rebecca is already thinking ahead to more automation and the role of AI in accounting.

“There’s still so much more we can do with the tools we have. I’m excited to keep improving our processes and making the most of what technology can offer.”

Continia Document Capture

With Continia Document Capture, Rebecca Donaldson can manage the entire workflow by herself in Business Central, keeping Infinity Investment Groups finances running smoothly. Want to see how Continia can help your business? 

Learn more about Continia Document Capture