TELTRAC Streamlines Job, AP, and Expense Management with EzzyBills, SIMPRO & Xero

Challenges before using EzzyBills

TELTRAC faced challenges with their AP & bookkeeping process:

• Manual and time‑consuming AP processes: Invoice and expense processing required significant manual effort, resulting in delays and inefficiencies across accounts payable.

Solution: EzzyBills, SIMPRO & Xero

TELTRAC is using EzzyBills AP automation solutions to SIMPRO (a job management software) and expense management solutions to Xero (accounting software).

• SIMPRO Bill & PO Matching Workflow: They have been using EzzyBills PO Matching workflow to match bills with purchase orders in SIMPRO. The workflow is customized to send approval automatically to cost center managers.
• EzzyBills Xero Workflow: TELTRAC is using the standard Xero Export workflow with single-level approval to process overhead expenses and employee expense claims directly to Xero.

Implementation Journey

• TELTRAC heard about EzzyBills at a Simposium conference. It has been using EzzyBills since late 2024. Before using EzzyBills, their AP function was done manually.
• During the implementation phase, TELTRAC clearly outlined its requirements and the solutions it needed.
• The EzzyBills technical team translated these requirements into a tailored solution, combining a standard SIMPRO purchase order check workflow with a custom AI-driven workflow task. This custom integration automatically retrieves approver email details directly from SIMPRO, ensuring a seamless and efficient approval process.
• EzzyBills continues to support TELTRAC through a dedicated account manager, providing ongoing proactive assistance to ensure long-term success.
• TELTRAC chose EzzyBills for “cost, functionality, support from Kedar“.

Q: What features do you find most helpful?

Triaging bills to different stakeholders, automating incoming bill scanning, expense claim integration with Xero, expense claims approvals. 

– Bart B. CEO of TELTRAC

Key Features and Benefits

1. Process job-related bills to SIMPRO : EzzyBills automatically processes bill files uploaded to the platform by extracting detailed bill data, exporting it to SIMPRO, and matching it against purchase orders. All steps are handled automatically, with approvals completed prior to export.
2. Process overhead expenses and employee expense claims to Xero: Non–job-related costs and employee expense claims are submitted to EzzyBills, where data is extracted automatically, routed to the correct approvers, and seamlessly exported to Xero.

Results

The integration of EzzyBills and Xero has transformed their bookkeeping admin:

• Time Savings: Save hours per week for the AP management staff. Further time saving for EEC and bookkeeping.
• Financial Accuracy: Improved invoice processing accuracy and timelyness of financial reporting

Q: what the yearly cost saving for the business is via using EzzyBills?

$10,000

– Bart B. CEO of TELTRAC

Conclusion

EzzyBills’ integration with both Xero and SIMPRO enabled TELTRAC to automate accounts payable and expense management across its existing systems.

About EzzyBills

EzzyBills is a leading business and financial data automation platform that simplifies accounts payable and expense management processes. With seamless integrations and AI-driven solutions, EzzyBills empowers businesses to save time, reduce errors, and enhance financial operations.