Cosmetic Surgeons Required Purchase Approvals

Aesthetx needed to find a solution for controlling costs and making sure all purchase orders were approved. Zahara gave them complete spend control and visibility. 


Cosmetic Surgery

Finance System:

QuickBooks Online

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The Task

Aesthetx are a multi-speciality physician team based in San Jose, California, who are pioneers in the field of plastic surgery, valuing natural, long-lasting results. They needed to find a solution for controlling costs and making sure that every purchase order was approved, as they had no previous process. Receiving orders and invoices that haven’t been approved or were not properly recorded can be a nasty surprise and reduces visibility of business spend. This could lead to errors and unexpected invoices, which Aesthetx wanted to avoid.

Aesthetx doctors

The Solution

After a quick Google search, Aesthetx found Zahara and recognised that we had everything they were looking for to improve their accounts payable processes. Zahara made sure to understand their needs to deploy a more structured approval process, which was easily done with an integration into their finance system, QuickBooks.

During set up, Aesthetx used Zahara’s divisions to mirror the departments they already have within their business. Purchase orders are sent into automated, designated workflows, where they are checked and approved or declined – either straight from their emails or using the mobile app.

The Benefit

Aesthetx now has complete visibility of spend and gained stronger control of costs. The use of our approval workflows has eliminated any surprise invoices coming in at month end, and each order that arrives has been knowingly pre-approved. This has greatly improved the efficiency of the finance team and increased transparency of spend.

The team at Aesthetx love using the approval processes in their business divisions and would recommend Zahara to businesses looking for a more controlled accounts payable process.

The approval processes and designated workflows are great. I like that the business can have its own divisions, that’s a big plus.

Etel Barrientez, Controller

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