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Illustrative case study — demonstration only
Travel Life Africa · Travel management
Connecting bookings, payments and accounting
This is an illustrative scenario for demonstration. It does not describe work delivered for Travel Life Africa and makes no claims about the organisation.
- 01
Before
A travel management business handling corporate accounts with many small, time-sensitive transactions.
Bookings, supplier payments, M-Pesa receipts and invoices lived in separate places and reconciled late.
- 02
Diagnosis
Money had no connected tool and no rules for approvals, so month-end absorbed the finance team.
- Money × Process. Invoices go out late, or not at all.
- Money × Rules. Spending is approved informally over the phone.
- Money × Tool. M-Pesa, bank and invoices never quite reconcile.
- Money × Dashboard & Rhythm. The cash position is a guess until month-end.
- Intelligence × Process. The numbers are assembled by hand every month.
- 03
Intervention
A booking-to-cash process with approval limits and a weekly cash review. - 04
Deliverables
- Booking-to-cash process map
- Approval matrix
- Reconciliation SOP
- Connected accounting and payment feeds
- Weekly cash dashboard
- 05
Technology
- Accounting platform
- Payment feeds
- Approval workflow
- Power BI
Payment and bank feeds matched to invoices; accounting data feeds a weekly cash dashboard.
- 06
Adoption
Payments match invoices daily. Finance reviews cash every week instead of rebuilding it at month-end. - 07
Measurement
Illustrative. These are the measures that would be tracked; figures are published only once verified and approved by the client.
- Illustrative: Days to close the month
- Baseline set at Diagnostic to Tracked monthly after go-live
- Illustrative: Unreconciled transactions
- Baseline set at Diagnostic to Tracked monthly after go-live
- 08
Evidence
This is an illustrative scenario. Evidence (client sign-off, before-and-after Grid Scorecard and system reports) will be published here once a verified engagement is approved by the client.