Integrations · Banking

How did Tempolia automate the collection of its clients’ bank feeds with Bridge?

The Bridge integration automates the retrieval of bank transactions, their reconciliation with invoices and the matching of payments.

Archived content

This content is retained in full as an archive. The Tempolia usage figures mentioned in the text reflect the position at the publication date.

Client case study summary

Tempolia faced two challenges:

Bank-feed management: a time-consuming manual process that caused errors and wasted time.
Client expectations: growing demand for reliable, easy-to-use automation.

Bridge’s proposed solution: integrating Bridge’s bank reconciliation solution automated the retrieval of bank feeds, improved the accuracy of accounting entries and optimised financial management for Tempolia clients.

Key figures

90% of payment retrieval and matching automated.
95% fewer errors.
More than three working days saved each month.

Bank transactions are retrieved and then reconciled with the invoices and payments managed in Tempolia.

The requirement

Automating bank-feed management and improving its reliability

A few words about Tempolia

Tempolia is time management, billing and activity monitoring software specialising in planning and billing. Designed to simplify companies’ internal management, it provides precise monitoring of working time and automated billing.

Its main clients are accounting firms, law firms, engineering consultancies and any company that needs detailed working-time monitoring and automated billing.

As Tempolia was part of the Advisto group, its tool was then used daily by 6,500 users to manage 220,000 clients.

Tempolia’s challenge

Before integrating Bridge, Tempolia faced a major challenge: making the retrieval and recording of bank feeds smoother and more reliable.

Automating the collection of bank transactions was essential to save time and reduce the risk of data entry errors.

Tempolia’s expectations of a solution such as Bridge were clear:

Reduce the time spent entering bank feeds manually.
Ensure the reliability of recorded data.
Optimise resources by limiting manual tasks.

The solution

Smooth, rapid automation with Bridge

The solution proposed by the Bridge teams

Drawing on its expertise in optimising financial flows, the Bridge team quickly identified Tempolia’s requirements and proposed a suitable solution.

The collection of bank feeds through Bridge was integrated into Tempolia’s management platform, fully automating the process.

With a straightforward API that was quick to implement, the solution was integrated in record time without disrupting ongoing operations.

This automation now enables Tempolia clients to:

Connect to their bank accounts directly through Bridge’s secure interface.
Retrieve bank transactions automatically and reconcile them with the corresponding invoices.
Match and settle payments in a single click, avoiding errors and repetitive tasks.

The smooth integration of the Bridge solution enabled Tempolia to deliver a better user experience while optimising its clients’ accounting and financial management.

Retrieved payments feed into the monitoring of invoices, client balances and reminders.

The outcome

Time savings and greater reliability

The Bridge integration delivered significant benefits to Tempolia and its clients.

“This partnership has demonstrated that automation and connections with other industry-specific tools are priorities to develop in order to improve our clients’ productivity and satisfaction.”

Tempolia clients welcomed this automation for its direct impact on productivity and on the reliability and security of recorded data.

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