Client stories

What finance teams say after the closing meeting

Comments below refer to specific engagements — sampling choices, document pressure, and findings that changed how purchasing works day to day.

They caught duplicate payments on three packaging suppliers we had used for years. The sampling felt thorough without burying us in noise — though the first week of document requests was heavier than we expected.

Mei-Ling Chen · Finance Controller · electronics manufacturer, New Taipei · Full procurement audit review

Wei-Cheng walked our tender archive shelf by shelf. We learned the rate sheet for our metal coating contract never reached AP. Not glamorous work, but it stopped a quiet 6% drift we had been paying without noticing.

James Wu · Procurement Manager · industrial coatings group · Tender & contract compliance review

The vendor integrity check confirmed what our AP supervisor feared: two clerks could create a supplier and release payment the same afternoon. I only wish we had scheduled it before the shared-service cutover, not after.

Yu-Hsuan Tsai · Head of Shared Services · consumer goods distributor · Vendor master & invoice integrity check

Hui-Wen’s walkthrough map embarrassed us in a useful way. Rush buys at the Taoyuan plant skipped receiving almost entirely. We rewrote that section of policy within a month.

Kenji Nakamura · Internal Audit · regional manufacturing HQ · Purchase-to-pay control walkthrough

Extended note

Q3 spend review for a New Taipei electronics plant

The controller asked us to examine one fiscal quarter of PO-backed spend before the group’s year-end external audit. Population: roughly 4,200 invoices across 180 vendors. We stratified high-value packaging and component suppliers, newly onboarded vendors, and a random slice of the rest.

Fieldwork ran three weeks on site. Eighteen findings made the final register; five were rated high — including split purchases under the NT$50,000 threshold and goods receipts signed by the same buyer who raised the PO. Management accepted fourteen items in the comments window; two remain under discussion with group purchasing.

Constraint worth naming: paper GRNs from one satellite warehouse arrived two days late each pull, which slowed exception clearance. For the next cycle the plant agreed to scan receipts weekly into a shared folder before any review begins.

Extended note

Tender compliance across ten awards

A coatings group nominated its ten largest private tenders from the prior year. Contract files were complete; invoice trails were not. On four awards, unit rates on invoices exceeded the signed schedule without a documented variation. Purchasing had approved the higher rates by email that AP never filed against the vendor.

Outcome: a revised handoff checklist after award, and a quarterly rate reconciliation owned jointly by procurement and AP. The client asked us back the following year for a lighter follow-up sample rather than a full re-read of every tender.

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