Client case study
Newgarden took the typing out of payments.
Paper checks still arrive. Now the scans become payment records, with a person reviewing each payment before it reaches the books.
Hours back each week
Estimated time recoveredfrom payment-entry work.
The challenge
Every payment came with more work.
Newgarden runs a recurring lawn-care business. Customers pay by check and bank transfer, and someone has to connect every payment to the right account.
For Christine, the checks meant photographing payments, typing the same information into separate records, and working out who had paid. The money had arrived. The admin was still waiting.
Before the build
Photograph the check. Enter the payment. Enter it again in the invoice record. Reconcile the balance.
With the system
The scan is read and a client is suggested. Christine reviews the match once, then confirms the payment.
The system
One scan starts
the process.
Check scans and bank payments come into one review queue. The system handles the entry and matching. Christine decides what gets posted.
The check becomes data.
The scanner folder supplies the image. Payment details are read into the review queue.
Sample customer
Newgarden Ecosystems$150.00
- Amount
- $150.00
- Check number
- 0104
- Payee
- Newgarden
Ready for matching
Workflow illustration with sample data. No customer records are shown.
The results
Built around the work.
Checked against it.
The first automatic scanner import put a real backlog into the review queue. Every payment still needed Christine's approval before changing a client balance.
checks in the first automatic import
The initial run processed 36 PDFs containing 68 pages and queued 72 checks with no processing errors. Each queued payment was then ready for human review.
of weekly payment-entry work recovered
The estimated saving comes from removing repeated entry and reconciliation work. Reviewing payments stays part of Christine's process.
Built for Newgarden
The system belongs
with the business.
Newgarden has its own server, its own sign-in, and statements under its own name. The records and backups stay with the company.
- Check scans arrive from the shared folder the team already uses.
- Bank payments arrive for review alongside scanned checks.
- Client balances and statements follow confirmed payments.
- Backups are copied to Newgarden's own cloud storage.