The Challenge: 

Small business owners like Marc often struggle with time-consuming financial tasks that distract their attention from growth and strategy. Managing vendor payments, tracking contract deadlines, and conducting financial analysis with limited resources can be overwhelming. “Before Glean, manually tracking contract deadlines and payment schedules was a major pain point. It often felt like we were always playing catch-up,” Marc shared. He needed a solution to automate these processes and simplify financial management.

The Solution: 

The Solution: 

After implementing Glean.ai, Marc noticed significant improvements in how PieEye handled financial tasks. The platform provided tools to manage vendor payments, contract renewals, and cash flow insights—all in an intuitive, user-friendly interface that required minimal training.

• Automated Vendor Payments: Glean.ai simplified PieEye’s bill payment process by automating approvals and payments. “Where I used to spend hours on vendor bill pay and keeping track of contract deadlines, Glean now handles these processes efficiently and with minimal oversight from me,” Marc shared. This freed up valuable time for him to focus on strategic growth.
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• Vendor Management: Glean.ai’s intelligent contract tracking ensures Marc receives automatic reminders for key deadlines, eliminating the risk of missed renewals or costly oversights without the need for constant manual monitoring. Marc shared, “For example, Glean’s real-time spend analytics flagged an overcharge from a vendor that would’ve gone unnoticed, saving us hundreds of dollars in a single instance.” This proactive approach not only streamlines contract management but also uncovers hidden savings opportunities.

• Proactive Financial Insights: Glean.ai’s spend analysis and variance tracking surfaced potential savings opportunities that Marc could act on quickly. “Glean provides clear insights into my financials that help me make better, faster decisions—something that’s invaluable when time is at a premium,” he noted.

• Simplified Accountant Collaboration: Glean.ai’s straightforward reporting tools made financial communication with PieEye’s accountant seamless, reducing the time Marc spent clarifying financials and increasing his overall productivity.
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Implementation: 

Getting Glean.ai up and running at PieEye was a straightforward and seamless process. “The onboarding process was smooth, and the team provided excellent support to ensure everything was set up correctly,” Marc shared. Integration took less time than expected, with the platform’s intuitive design allowing for a quick transition without a steep learning curve. “Everything clicked into place quickly, which made the transition effortless,” he added. Automated features, such as data extraction from invoices and GL coding, eliminated much of the manual setup Marc anticipated, further simplifying implementation. With Glean configured to fit effortlessly into PieEye’s existing workflows, Marc found the onboarding experience to be efficient and supportive, setting the stage for immediate productivity gains.

Results: 

With Glean.ai, PieEye achieved measurable improvements in efficiency and productivity. Marc estimates saving 5–7 hours per month on tasks like vendor bill payments and contract management. “Features like automated accruals, reminders, and benchmarks for vendor spend have helped me identify and act on cost-saving opportunities, like negotiating better deals,” Marc explained. This time savings allows him to reinvest his energy into core business activities. Reflecting on the impact, he described Glean.ai as “like having a streamlined finance team in my back pocket, letting me stay focused on the things that truly drive my business forward.”

Conclusion: 

For small business owners like Marc, Glean.ai is more than just a finance automation tool—it’s a productivity booster that enables them to operate like a business with a dedicated finance team. By automating tedious tasks and providing actionable insights, Glean.ai empowers SMB owners to focus on growth, giving them the edge to thrive in competitive markets.