Accounts payable · Production

Goat Hospitality Group streamlines financial operations with Stampli and Stampli Card

The problem

Goat Hospitality Group's financial operations relied on outdated processes including petty cash, resulting in significant operational inefficiencies, human errors, fraud, and misuse of credit cards due to a lack of real-time transaction visibility.

Workflow diagram · grounded in source
1
Stampli Card transaction occurs
trigger
“I see when it's used”
2
Receipt requirement enforced
validation
“I can require whoever uses it to include a receipt”
3
Spending controls applied
validation
“card limits, MCC code restrictions, and more. "I save money with these controls"”
4
Real-time QuickBooks sync
integration
“the transactions are posting, rather than needing to wait for statement end or when employees submit their expenses”
5
Finance team informed decisions
human_review
“The visibility and control provided by Stampli Card empowered Santos and the rest of the finance team to make more informed decisions, aligning their spending with strategic goals”
Reported outcome

Stampli and Stampli Card delivered enhanced fraud detection, real-time transaction visibility, and a significant reduction in petty cash fraud and unauthorized spending, with the CFO noting it would cost ten times more per month to replicate manually.

Reported metrics
Cost vs manual hire10 times more per month
Petty cash fraud and unauthorized spendingsignificant reduction in petty cash fraud and unauthorized spending
Time and effort on employee expensessignificantly reducing the time and effort spent on employee expenses and purchases
Cost savings from controlsI save money with these controls
Reported stack
Stampli CardQuickBooks Online
Source
https://www.stampli.com/case-studies/goat-hospitality-group
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Stampli and Stampli Card delivered enhanced fraud detection, real-time transaction visibility, and a significant reduction in petty cash fraud and unauthorized spending, with the CFO noting it would cost ten times mor…

What tools did this team use?

Stampli Card, QuickBooks Online.

What results were reported?

Cost vs manual hire: 10 times more per month; Petty cash fraud and unauthorized spending: significant reduction in petty cash fraud and unauthorized spending; Time and effort on employee expenses: significantly reducing the time and effort spent on employee expenses and purchases; Cost savings from controls: I save money with these controls (source-reported, not independently verified).

How is this accounts payable AI workflow structured?

Stampli Card transaction occurs → Receipt requirement enforced → Spending controls applied → Real-time QuickBooks sync → Finance team informed decisions.