Northline Studio

A 12-person agency got weekly expense reports under control

Date
August 16, 2018
Sector
Creative agency
Location
Chicago, IL
Solution
Team + weekly reports
12
people on one weekly close
1
report instead of 12 inboxes
Northline Studio billed clients for travel, software, and production. The ops lead spent Monday chasing 12 people for receipts instead of sending the weekly report.

The Challenge

Designers forwarded photos. Producers kept paper in project folders. Account managers added lines to a shared sheet that never matched the bank.

By Wednesday the weekly report was still missing meals and rides. Client invoices went out without the costs, then got revised.

The Vomoi solution

The studio put everyone on Vomoi with roles. People scanned their own receipts. Ops pulled one weekly report instead of assembling 12 threads.

Approvals caught out-of-policy spend before it hit a client invoice. Categories stayed consistent across projects.

"Monday used to be a scavenger hunt. Now the weekly report is already there."
Jordan Hale
Operations lead, Northline Studio

How she uses it

Each person scans receipts on the phone after a shoot or a client dinner. Categories and project tags are set before the week ends.

Ops exports one report on Monday morning and attaches it to billing. Missing lines are the exception, not the process.

Impact and Results

The studio stopped revising invoices because a receipt showed up late. Weekly close dropped from a half day of chasing to a short review.

Client billing and internal project costs now come from the same receipts, so the numbers match.

Get your team on one weekly report

See how Vomoi turns 12 inboxes into one export your ops lead can send on Monday.

Book a demo
Book a demo