Budget control that freed up 70% of the finance team's time

Problem

Bureaucracy hindered expense management and limited agility

In seeking to optimize expense management, CNA encountered a bureaucratic system that depended on spreadsheets and manual invoice tracking.

This slowness resulted in slow payment approval and processing, delaying cash flow and hurting team productivity. The lack of control also made it difficult to monitor expenses in real time and to make strategic, data-based decisions.

CNA needed a solution that would bring agility, control, security and, above all, clarity to expense management.

Solution

• ERP integration
• Creation of unlimited cards
• Intuitive and integrated platform

Results

CNA started with Clara in May 2023 and, since then, has had expense management that keeps up with the market's fast pace, leaving bureaucracy behind and embracing the agility and efficiency Clara provides.

Reduced time spent: automating repetitive tasks frees up time for strategic activities. Greater control and optimization of expenses: detailed, real-time expense tracking makes it possible to identify opportunities for savings and resource optimization. Increased security and reliability: state-of-the-art security features protect CNA's financial data. Better decision-making: a complete and transparent view of expenses enables more assertive strategic decisions based on concrete data. Employee satisfaction: Clara's platform is easy to use and intuitive, which contributed to the satisfaction of employees, who manage the solution internally.

"We started using Clara in May 2023, marking the beginning of a more efficient phase in our financial operations."

With Clara

• An integrated and intuitive platform offered by Clara.
• Real-time invoice upload through the Clara app.
• Complete integration with the Totvs/Protheus ERP.
• Customized solutions to meet CNA's specific needs.

Without Clara

• Dependence on spreadsheets for expense management.
• Manual tracking of invoices sent by partners.
• No integration with the ERP.
• Limited and inflexible traditional banking solutions.