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Client bordier cie concur invoice

Bordier & Cie digitizes invoice processing with SAP Concur Invoice

Project objective

Bordier & Cie has launched a project with Arago to fully digitise its Accounts Payable process (amounts owed to suppliers), with the aim of replacing an entirely manual, paper-based invoice processing system with an automated, traceable and integrated with its SAP ERP system, through the deployment of SAP Concur Invoice and Expense.

Bordier logo client Arago

Client background and challenges

A private bank facing a fully manual AP process

Bordier & Cie is an independent private bank founded in Geneva, with an international presence in five countries. In Switzerland, the Finance team comprises five people who manage approximately 3,000 supplier invoices and 1,000 expense claims each year, amounting to between 4,000 and 5,000 accounting documents to be processed annually.

Before migrating to SAP Concur, the invoice management process relied entirely on manual and physical steps:

  • Invoices used to arrive by post or email, with no centralised point of entry.
  • Approval used to be done on paper: a handwritten signature, sent by post to the accounts department, then scanned for entry into SAP.
  • The lack of an integrated workflow resulted in numerous exchanges via email or telephone to confirm approvals.
  • The limited number of SAP licences available restricted access to the system, effectively excluding many business validators.
  • No real-time visibility of an invoice’s status, from receipt to payment.

This situation exposed the organisation to audit risks, late payments and data entry errors, and placed a significant administrative burden on the whole team.

Key issues

The decision to migrate to SAP Concur was prompted by several converging factors:

  • The obsolescence of the SAP modules used for expense claims and invoices (end of vendor support).
  • A strategic objective to modernise and digitise finance processes.
  • The desire to have a single tool that covers both Travel & Expense expense claims and supplier invoices.
  • A need to strengthen internal controls: traceability of commitment decisions, preventing users from approving their own invoices, and formalised delegations of authority.
  • A need to reduce the time between receiving an invoice and its actual payment.

Solution and benefits

To support the transformation of its Finance processes, Bordier & Cie chose to digitalize its Accounts Payable process using SAP Concur Invoice and SAP Concur Expense. The project was carried out in collaboration with Arago, which supported the adaptation of the solution to the bank’s specific requirements, the configuration of business workflows, and the training of internal teams.

The integration of SAP Concur now streamlines not only invoice processing but also expense management, digitizing all administrative tasks related to validation and payment, and delivering an intuitive user experience for all employees, including those without direct access to SAP. The solution also facilitates the collection and analysis of relevant financial data, strengthening decision‑making, traceability, and internal control across the entire organization.

A structured rollout in four phases

Arago supported Bordier & Cie end‑to‑end through a structured methodology: discovery and scoping of the existing Procure‑to‑Pay process (the Procure-to-Pay process integrates procurement and accounts payable systems to improve efficiency), a build phase with design workshops (approval workflows, accounting mapping, native SAP ICS integration), comprehensive testing on a dedicated instance, and then a gradual rollout by user waves, avoiding a big‑bang approach and allowing configuration adjustments in real‑life conditions.

Change management was embedded from the outset, with two internal key users trained in depth to ensure skills transfer and adoption across the organization.

Measurable results

Benefits visible within the first three months

  • 100% of the 3,000 invoices issued each year are electronic
  • Just one click is all it takes to approve an invoice (compared to the previous process involving email and phone exchanges)
  • 100% traceability: every step is time-stamped, from receipt to payment
  • Zero paper processing and no more manual data entry thanks to automatic OCR capture (supplier, amount, VAT).
  • New performance indicators now available: average time from receipt to payment, time taken for approval.
  • Flexible workflows: dual validation, allocation across multiple cost centres, approval thresholds, and delegation management in the event of absence.
  • Unified view of expenses (invoices + expense claims) and a modern user experience.

Go further with Arago

Why choose Arago to digitise your Accounts Payable processes?

Arago is a leading SAP partner specialising in the digitalisation of Finance and HR processes. With extensive hands-on experience across numerous SAP Concur Invoice and Expense projects in Europe and internationally, Arago offers far more than just technical expertise: business consulting, change management, team training and post-implementation support are integral to every collaboration. Our structured approach, from the discovery phase through to go-live, guarantees a solution perfectly tailored to your organisation, your approval workflows and your ERP. Whether you’re starting from scratch or migrating from an existing system, Arago supports you at every stage to ensure sustainable adoption and measurable results.

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Selected solutions

To address these challenges, Bordier & Cie opted for the SAP Concur solution, integrated by Arago with the following solutions:

SAP Concur Invoice

You can automate SAP to streamline processes, eliminate manual tasks and increase your spending visibility.

SAP Concur Expense

Integrating your expenses data means that your company can always control spending anywhere and at any time.