Custom Invoice Calculations Made Simple with Smoothx

Agility Logistics

The challenge

What challenge or issue did you encounter that prompted you to seek assistance or support?

Managing invoice calculations within Procore presented some challenges for our specific project needs. While the platform offers a solid framework, Agility Logistics found that certain specialized financial elements—such as retentions, deductions, and customized tax calculations—required additional flexibility beyond the standard configuration. To enhance our workflow and reduce the need for manual adjustments, we explored a tailored solution better aligned with our unique invoicing requirements.

The solution

How satisfied were you with the solution or resolution provided to address the challenge or issue you faced?

We engaged Smoothx to address this gap. Their solution provided us with the precise customizations we were looking for. The implementation process was smooth, and we were satisfied with the level of configurability and responsiveness the system allowed. It now meets our needs without additional overhead or compromise.

The results

What outcomes or results did you experience as a result of implementing the solution provided? Please share any improvements, changes, or impacts observed.

Smoothx successfully delivered on all fronts. The platform now handles a full range of invoice calculations, including:

Retentions
Deductions
Tax adjustments

Other specialized formulas unique to our projects
This tailored functionality has streamlined our billing process, reduced manual intervention, and improved accuracy across the board. Overall, the solution has enhanced our workflow efficiency and given our team greater confidence in our financial reporting.