Proven automation outcomes.

Case 01

Marian University

Higher Education

Two production integrations live, and a team that can build the next ones.

Marian licensed Workato but needed a partner to stand the platform up and prove it with real workflows. ANSA configured the tenant, governance, and connections across Populi, Great Plains, ADP, and Microsoft 365, then delivered two production integrations. Donation data now flows from Populi into Great Plains with a daily audit report, and student and employee onboarding runs with duplicate detection across all three systems. ANSA also mentored Marian's internal integration lead on recipe design and Workato's GEARS framework, so the university can extend the platform without us.

In their words

We had the license and a plan. ANSA got it running, then made sure my own team could build the next one without them.

Integration Lead, Marian University

Case 02

Pinnacle Engineering

AEC

Payment files that move from Ajera to Corpay untouched.

Pinnacle needed payment files moving from Ajera to Corpay without anyone touching them. ANSA configured the production Workato workspace and built the recipe that generates the payment file on an Ajera trigger, then delivers it to Corpay's sFTP server automatically, with monitoring and alerting around the handoff. Pinnacle had already invested in Workato licensing, and the engagement expanded into broader automation support including Ajera to Mosaic project data sync.

In their words

Payment files used to wait on somebody remembering. Now they move on their own and we only hear about it if something breaks.

Operations Lead, Pinnacle Engineering

Case 03

Summers Plumbing, Heating & Cooling

Residential Services

Close to 11,000 minutes of AP effort a month, now handled by exception.

Summers processes roughly 50 invoices a day across 14 locations, and manual matching ran about 10 minutes each, close to 11,000 minutes of AP effort every month. ANSA deployed an AI Accelerator against their existing email, ServiceTitan, and Sage Intacct stack. Invoices arrive in the inbox, get extracted and auto matched, and only genuine exceptions route to central accounting. A company mapping layer reads the location signal off the invoice itself and posts each bill to the correct ServiceTitan tenant and Sage entity.

Case 04

National Wealth Management Firm

RIA Platform

130 Microsoft 365 tenants orchestrated without centralizing any of it.

A national wealth management platform with a 15 person technology team supports 130 Microsoft 365 tenants across affiliated advisor firms. ANSA delivered a federated integration architecture. Rather than centralizing advisor data, the design keeps that data in place and orchestrates access across custodians and platforms with a minimal compliance log store.

Case 05

Smart Water Management

Water Management & Infrastructure

Automating field, finance, and customer operations.

This smart water management company provides intelligent solutions that operate at the intersection of physical infrastructure, software, and customer-facing services. Their environment required highly reliable data movement between field operations, billing systems, and customer platforms. ANSA delivered event-driven orchestration that reduced manual reconciliation, improved data accuracy, and ensured operational data flowed predictably across systems — with exception handling designed for operational teams, not IT tickets.

Case 06

Multi-Discipline Engineering

Engineering

Engineering, finance, and project workflow orchestration.

This multi-discipline engineering firm executes projects where project execution, financial accuracy, and compliance are tightly coupled. As the firm grew, disconnected systems across CRM, project accounting, expense management, and finance created delays and reporting challenges. ANSA designed and implemented clean, auditable workflows that orchestrated project setup, cost tracking, and billing processes — giving the firm clear audit trails across engineering and finance.