Customer StoryProvignage

Corking the Chaos: Provignage Manages AP with MakersHub.

Corking the Chaos: Provignage Manages AP with MakersHub.

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Provignage was founded with the vision of helping winery owners create sustainable, multi-generational businesses by combining traditional wine making practices with modern entrepreneurial strategies. Sashi Moorman, Chief Executive Officer and a veteran of the food and wine industry, launched Provignage to bring the philosophy of the old-world vigneron into the modern era.
With a portfolio of high-profile wineries, Provignage offers tailored services that range from day-to-day management to strategic business planning. Their goal is to foster sustainable growth by optimizing operations and providing robust financial support. Through its deep industry knowledge, Provignage helps wineries navigate the complexities of the wine business, ensuring both their financial stability and long-term success.

I’d never seen anything like it. It extracts everything—invoice numbers, line items, terms, and due dates—all without me lifting a finger.

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Charly Green

Controller, Provignage

As Controller for Provignage, Charly Green, a Certified Public Accountant (CPA), manages AP for multiple wine companies while ensuring accurate financial records. Charly faced inefficiencies from repetitive manual work, inconsistent bookkeeping, and outdated software.
Charly discovered MakersHub on an Earmark Podcast. Seeking a seamless, automated solution, she gave MakersHub a try. Right away, she noticed significant improvements. These included increased invoice processing accuracy and faster, more intuitive payment workflows. This case study explores how MakersHub's AP solution helped Provignage save time and resources while improving efficiency across their multiple entities.

Challenges

When Charly Green became Controller at Provignage nearly two years ago, she inherited an inefficient, fragmented AP process. The company had previously relied on manual entry, email approvals, and a basic bookkeeping system that lacked advanced integration tools. These factors led to several challenges:

1. The Data Entry Marathon

With thousands of invoices from various vendors, data entry consumed massive amounts of time. Invoices arrived via email, requiring Charly and her team to input details manually—often repeatedly for the same vendors, with slight variations. “We were entering the same information repeatedly,” Charly explained. “And many entries were prone to errors.”

2. Inconsistent Bookkeeping

Before MakersHub, Provignage's AP process was highly transactional. Vendors were often assigned to one account without reflecting the breakdown of line items or expenses. Financial reporting was murky, like a bottle of aged Merlot after a long night. “Our vendors all went into one account, so we lost sight of detailed costs,” Charly noted.

3. Turnover Trouble

A turnover in personnel meant Charly had to expand her role while still handling her day-to-day responsibilities. “I found myself constantly fixing errors,” she shared. The additional workload required her to manage all AP tasks, significantly increasing the pressure on her day-to-day operations.

4. Cumbersome Payment Process

Delayed vendor payments further complicated the AP process. Provignage used Melio for payments, but processing times could take as long as 4 days—even for ACH transfers. This created frustration for both Charly and the vendors, many of whom needed prompt payments to maintain smooth vineyard operations.

Faced with these growing challenges, Charly began searching for a solution that could automate AP processes, increase efficiency, and manage finances for multiple companies without duplicating work.

With other platforms, syncing data to QuickBooks takes several minutes. MakersHub does it instantly.

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Charly Green

Controller, Provignage

The MakersHub Solution

Charly first discovered MakersHub while listening to Earmark Podcast with David Leary & Blake Oliver on her drive to Salem, Oregon. Intrigued by the platform’s AP automation capabilities, she decided to give it a try. From the very start, MakersHub impressed her with its seamless QuickBooks integration and automatic extraction of invoice details. It offered features that directly addressed Provignage’s pain points:

1. Automated Data Capture

MakersHub’s standout feature was its ability to capture detailed invoice data automatically. “I’d never seen anything like it,” Charly shared. “It extracts everything—invoice numbers, line items, terms, and due dates—all without me lifting a finger.” This automation saved her hours of manual entry each week and significantly reduced the risk of human error. By pulling in these details and accurately mapping them to the correct accounts, MakersHub brought much-needed clarity to the wineries’ financial records—the kind of precision that turns a good vintage into a great one.

2. Invoice Accuracy

Right from the start, MakersHub achieved a ~90% accuracy rate in extracting invoice data, consistently outperforming previous methods. “The level of detail it captures is impressive, especially given the complexities of some of our vendor invoices,” Charly said.

3. Real-Time Integration with QuickBooks

MakersHub’s two-way integration with QuickBooks allowed Charly to sync data between the two platforms instantly. “It’s seamless,” she noted. “With other platforms, syncing takes several minutes. MakersHub does it instantly.” This real-time integration ensured that invoices were processed and paid faster without requiring repeated manual input.

4. Customizable Integration Mapping

MakersHub’s integration mapping feature allowed Charly to manage AP across multiple entities. “I could map exactly where each invoice should go, and the system remembered it for the next time,” she explained. This was especially valuable for detailed invoices from Provignage services, which often contained multiple line items. The mapping feature ensured that each item was categorized correctly, improving the accuracy of the company's financial records.

5. Next-Day Payments

Prior to MakersHub, Provignage’s payment process was held back by slow processing times. With MakersHub, Charly initiated payments that were processed the next day—a significant improvement over the previous 3-4 day delays. “Now, I don’t have to log into the bank and manually initiate payments. Everything happens through MakersHub, and it’s fast,” Charly said. This allows Provignage to maintain strong vendor relationships by paying on time, every time.

MakersHub has been a game-changer. I can’t imagine going back to the old way of doing things.

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Charly Green

Controller, Provignage

Results

Since implementing MakersHub, Provignage has enjoyed significant improvements in its AP process:

1. Time Savings

Automating invoice data entry saves Charly countless weekly hours that would otherwise be spent manually inputting data. With a real-time integration to QuickBooks, she no longer has to worry about syncing data or dealing with delays.

2. Increased Accuracy

MakersHub’s invoice extraction is consistently accurate, even with more complex invoices. This eliminates the need for Charly to double-check and correct errors, freeing her up to focus on higher-level financial analyses.

3. Faster Payments

The ability to initiate next-day payments streamlines cash flow and strengthens vendor relationships. Charly ensures that vendors are paid on time by eliminating payment delays.

4. Scalability

MakersHub’s scalability is a key benefit as Provignage continues to grow. Charly can easily manage AP across several companies without increasing her workload or needing additional staff. This scalability ensures that MakersHub will continue to support Provignage as the company expands.

The implementation of MakersHub has been transformative for Provignage. The company moved away from inefficient manual processes and adopted a fully automated AP system that integrates seamlessly with QuickBooks. This has saved time, improved accuracy, and enhanced overall efficiency.

“Honestly, it’s been a game-changer,” Charly shared. “I can’t imagine going back to the old way of doing things. MakersHub has given me the tools to manage AP for multiple companies without the stress.”

With MakersHub, Provignage is now fully equipped to manage its growing operations, confident that its AP system is as sophisticated as its award-winning wines.

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About Provignage

Provignage is dedicated to empowering ambitious winery owners in building successful, multi-generational wine businesses. With a focus on operational excellence and long-term growth, Provignage provides wineries with the strategic and financial expertise needed to achieve their vision. By handling day-to-day operations and offering specialized services, Provignage allows wine entrepreneurs to focus on their craft while ensuring their business thrives for generations to come.

Contact Provignage