At the 2025 Gartner CFO conference, Schreiber Foods and Best Egg revealed how they achieved rapid, large-scale transformation in finance by automating AP and AR with OpenEnvoy and seeing results in just weeks.
These are not small wins. Both organizations replaced legacy systems, eliminated manual processes, and reached industry-leading levels of accuracy. They did it without supplier onboarding, without lengthy implementation, and without the typical disruption.
This is what real finance transformation with AI looks like.
A breakdown of the 6 critical steps companies must leverage for AP success with AI
- Let finance lead and let IT support
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Replace legacy tools with a single AI platform
- Achieve 75-90% automation quickly
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Reduce costs while elevating your team
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Create a culture of curiosity and change
- Scale automation and simplicity across the business
1. Let finance lead and let IT support
Both companies described a clear pattern for success. Business users, especially within finance, should take the lead on automation. IT teams play a supporting role by enabling these efforts with the right infrastructure and resources.
Key Takeaways:
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Finance should define the goals and lead the automation roadmap
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IT provides support to ensure speed, scalability, and compliance
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This approach avoids the delays common in top-down ERP-led projects
Let the business lead, and let IT enable. That’s how you get time to value in weeks, not months.”
SriRaj Kantamneni, CIDO, Schreiber Foods
2. Replace legacy tools with a single AI platform
Schreiber and Best Egg both retired multiple outdated tools and replaced them with OpenEnvoy. This streamlined their operations, reduced vendor overhead, and simplified system management.
Key takeaways:
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Schreiber replaced OCR, AP workflow, reconciliation, and integration tools with one solution
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Best Egg moved away from a stalled ERP customization project and unused OCR tech
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A unified AI-first platform reduced maintenance and accelerated performance
We replaced 4 legacy tools, including a failed OCR solution, with OpenEnvoy and reached 90% automation in under a month.”
SriRaj Kantamneni, Schreiber Foods
3. Achieve 75-90% automation quickly
Both companies focused on achieving real results quickly. Implementation was fast, and the results were visible almost immediately.
Key takeaways:
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Schreiber reached 90 percent automation in both AP and AR within a few weeks
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Best Egg achieved 75 percent automation for invoices with zero supplier onboarding
- Fast implementation reduced resistance and improved morale
We implemented in 2 months, and now 75% of our invoices are auto-coded and routed with no manual touch.”
Matthew Besselman, Director of Financial Systems, Best Egg
4. Reduce costs while elevating your team
AI did not replace people. Instead, it removed tedious manual work, allowing teams to focus on higher-value initiatives like cash management and AR strategy.
Key takeaways:
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Schreiber empowered 400 users with new visibility and control in spend approvals
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Best Egg reduced invoice processing burden and redeployed team members to new tasks
- Automation allowed both organizations to invest in strategic growth instead of cutting jobs
Our 1.5 to 2 AP FTEs are now down to about 1/3rd of that. We’ve repurposed that time to cash management and AR.”
Matthew Besselman, Best Egg
5. Create a culture of curiosity and change
Change came naturally once teams began to see tangible results. A culture of curiosity drove further exploration and faster adoption of new solutions.
Key strategies:
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Schreiber retired custom tools with little resistance from internal teams
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Best Egg converted its most change-resistant leader into a champion for the platform
- Results inspired teams to bring forward new ideas and requests for further automation
If we can encourage business users to let go of old ways and stay curious, we win faster.”
SriRaj Kantamneni, Schreiber Foods
6. Scale automation and simplicity across the business
What started in AP has quickly expanded. Schreiber is already applying OpenEnvoy’s AI to documentation and logistics across its global supply chain.
Key strategies:
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Success in one department opens the door to broader use cases
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Staff begin to recognize how AI can help solve problems across operations
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OpenEnvoy’s technology has the flexibility to serve multiple business functions
We’re a food manufacturer shipping hundreds of trucks a day. The same tech used in AP can help us track documents at the warehouse level.”
SriRaj Kantamneni, Schreiber Foods
