Sarnova Reduces Hours of Manual Work with Truvio's Embedded Solutions

About Sarnova

Sarnova is a family of 4 companies providing multiple medical products, services and solutions. They serve hospitals, EMS, fire, police, nurses, and healthcare professionals across the United States. With multiple business lines and rapidly evolving digital infrastructure, Sarnova recognized the need to overhaul its financial systems to scale with operational growth.

Managing a diverse portfolio and growing operational complexity, Sarnova needed to modernize and streamline its financial processes as part of its ERP upgrade from Microsoft Dynamics GP (Great Plains) to Microsoft Dynamics 365 Finance & Operations. The organization needed integrated and reliable treasury tools that could replace legacy manual workarounds and reduce the burden on its finance teams.

The Challenge: 
Manual Processes, Multiplying Complexity 

Dealing with financial operations in a single legal entity is enough of a challenge on its own, but dealing with financial operations across multiple legal entities can quickly turn into a nightmare without the right systems in place. When Sarnova was using Dynamics GP, they relied on a third-party application combined with manual oversight to deal with Accounts Payable (AP), Accounts Receivable (AR), and Bank Reconciliation.

In the AP function, payment files like EFTs were generated natively in the Dynamics GP environment then exported through a legacy system involving multiple applications. These exports required data formatting, manual intervention for Electronic Data Exchange (EDI), and error prone file transfers. Failures were common, especially with vendor payments.

Similarly, on the AR side, cash applications were largely manual. ACH remittances, when present, had to be interpreted and applied by hand. If remittance information came in late, team members had to upload data manually and cross reference invoices line by line.

Bank Reconciliation presented its own set of hurdles. Sarnova's teams were downloading and formatting Excel statements daily, then cross checking them manually with internal data. There was no way to reconcile daily activity effectively or to post journal entries incrementally - everything was handled in monthly batches. Not only did this add pressure at month-end, but it also made error resolution retroactive and reactive rather than proactive.

Credit Card payments also gave the team some headaches. Custom functionality had to be built to deal with split payments, when voids or chargebacks occurred, and manual or even technical intervention was necessary. Certain products had to be on certain shipments, payment processors had to be split, authorization had to occur multiple times, and returns were often a hassle.

The overall effect? Hours of extra labor, delayed visibility, unnecessary overtime, and an ever-present risk of error and fraud.

The Solution: 
Automation Built In, Not Bolted On 

Sarnova's journey with Truvio began through their Dynamics partner Velosio, who recommended Truvio as the ideal fit for their treasury automation needs. The company adopted Truvio's full Treasury Automation Suite, powered by SKsoft, including:

• APEFT for outbound vendor payment automation.

• Bank Reconciliation with daily automation and multi-entity support.

• Positive Pay for fraud prevention.

• BankFabric for securing and automating connections and data transfers to/from banks.

Each of these modules is embedded directly into Microsoft Dynamics 365 F&O, offering users a seamless experience within the ERP environment. No third-party platforms. No duplicate logins. No disjointed data sources. The result is a single centralized financial ecosystem where automation is no longer a wish list item - it's built in.

ACH and check files are now formatted and transmitted automatically through Truvio's APEFT module and BankFabric connectivity platform. This eliminates the need for manual formatting, custom export tools, or external transmission software. What was once a fragile and failure-prone process is now streamlined, stable, and fully embedded within Dynamics 365.

Accounts Receivable have undergone a significant transformation. With Truvio's AR eSettlement solution, remittance advice can be interpreted and applied - even when it arrives after the payment. This level of automation helps the AR team consistently meet their month-end goal of fully posting cash, while reducing the need for overtime or manual reconciliation.

Credit Card Processing has been simplified and stabilized. Split payments, product-specific charges, and returns - previously a source of technical headaches - are now easily managed through embedded tokenization. Transactions are processed securely and consistently, without requiring manual workarounds or development support.

Bank Reconciliation has shifted from a reactive, Excel-based chore to a proactive, automated process. With Truvio's Bank Reconciliation module, Sarnova is now reconciling transactions daily across multiple legal entities. Auto-posting rules, particularly recurring sweeps, ensure that routine journal entries are handled automatically - freeing the team to focus on exceptions and anomalies as they arise.

The Results: 
Hours Saved, Errors Caught, Overtime Reduced 

Since implementing Truvio, Sarnova has seen dramatic improvements across its finance operations.

Time Savings & Productivity

• Previously, AR posting could take an entire day to process a single batch of remittances. Now the same process takes just 30-90 minutes, even when there are exceptions.

• AReS has saved the team an estimated 6 hours per week - or more depending on the volume.

• Bank Reconciliation now occurs daily across multiple legal entities allowing the team to detect and fix errors as they happen, rather than scrambling at month-end.

• When using Positive Pay, checks take around 1 hour rather than a whole day.

With more legal entities coming online and transactions scaling month after month, Truvio's solutions have proven to be stable and scalable.