Organisation

Navigator Global Investments

Industry

PA Product

KEY POINTS

  • Navigator Global Investments Limited is an ASX-listed funds management company headquartered in Australia.
  • They sought a permanent document capture and expense management solution that could meet their needs and integrate with their systems.
  • Continia, a scalable add-on for Business Central, automates accounts payable, receivable, and expense management.
  • Navigator Global Investments have transformed their invoice processing with intelligent training capabilities and adaptability across regions and currencies.

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“Continia is amazing. Every organisation should be utilising this sort of technology.”

Sean Edwards, Financial Controller, Navigator Global Investments.

The Organisation:

Navigator Global Investments Limited (NGI) is a holding company engaged in the provision of investment management products and services to investors globally. With their head office in Brisbane, the ASX-listed company has a global presence and a diverse board of directors situated across the world.

The Need:

NGI had utilised document capture and expense management solutions with their previous ERP system, but had found they lacked the functionality and ease of use desired. When they upgraded to Dynamics 365 Business Central with Professional Advantage—their ERP partner of more than 15 years—they expressed a desire to find a permanent solution to meet their needs.

The team at PA knew NGI, their team, their solutions, and their processes well, so could confidently present Continia as the right solution to work alongside their newly implemented Business Central system.

You can read our case study about Navigator Global Investment and Business Central here.

The Solution:

Continia Software is a scalable add-on solution designed for Business Central. It allows organisations to automate their accounts payable, accounts receivable, and expense management.

You can learn more about Continia as an extension to your Business Central solution here.

Due to previous solutions, the team at NGI understood the concept of the solution and how it worked, and a demonstration from their PA consultant further confirmed this.
“From the demonstration, we could see that we needed this solution. We couldn’t believe we hadn’t been using it all along.”

Sean Edwards, Financial Controller, Navigator Global Investments.

The Results:

Continia, with its intelligent training capabilities, has revolutionised the way the organisation processes invoices. Its design allows for incremental training, enabling the system to understand the intricacies of each invoice it encounters.
“Continia is intelligent. The more we train it, the easier it is for us.”
This adaptability extends across various countries and currencies, learning and adjusting its data extraction methods accordingly to recognise country specific identifiable information on an invoice.

Prior to the Business Central implementation, NGI invested heavily in the clean-up of their data. This preparedness has paid dividends, significantly improving the efficiency of data entry into the system and paying invoices.

Continia’s impact on invoice processing is substantial, given it is a significant aspect of the business.

“When invoices come in, the process of entering them into the system and paying them is so much better than before.”
Moreover, as the business expands, Continia’s trained recognition abilities promise to save time and create long-lasting efficiencies.

Integration with Business Central ensures that all data is accessible in one centralised location.
“The functionality and search ability of Business Central, which Continia effortlessly integrated with, gives us easy and instant access to whatever data and information we need.”

Continia offered the team a significant step up from previous systems, with benefits that are beyond comparison.

Navigator Global Investments has had great success with the implementation of Solver as their Corporate Performance Management system. You can read about this in our case study here.

You can also read more about their relationship with PA in this client story.