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Rick Schmitt
Director of Finance
15 hours/month
Saved on reconciliation2 business days → minutes
Time taken to approve receipt<1 day
Spend on the month-end closeVoodoo, a brewpub franchise launched in 2005, operates with a remote-first team of 6–10 employees
For Rick Schmitt, Director of Finance, managing finances meant spending hours sorting through envelopes, PDF receipts, and ad hoc screenshots.
Without a streamlined process, reconciling corporate card expenses and ensuring audit readiness were ongoing operational hurdles.
Each employee had their own corporate card. All six were constantly traveling, which meant that the finance team had to chase down receipts with no insight into what was missing or submitted.
"We have six people in different places. Everyone travels. Getting their receipts from them in a timely manner was really difficult."
— Rick Schmitt, Director of Finance
With team members always on the move and spread across various locations, obtaining receipts in a timely and consistent manner was nearly impossible. Receipts came in all forms, scattered emails, mailed hard copies, and via apps like Expensify’s free version. The finance team needed all receipts to be stored digitally, searchable, and easily accessible at any moment.
As a franchise company, Voodoo Licensing undergoes rigorous audits annually. But without a system to mandate receipts and enforce policies, ensuring compliance across a remote team was nearly impossible.
"Every transaction absolutely must have a receipt, especially with a small business that is tracking every dollar spent. Any transactions without a receipt I want to have flagged, so I can follow up with the employee."
— Rick Schmitt, Director of Finance
Since employees used corporate credit cards, Rick had to manually track down transactions, match them with receipts, and ensure nothing was missing.
This cumbersome process consumed 15 hours every month..
Rick needed a tool that would:
After evaluating options, Fyle stood out for its ease of use and intuitiveness.
"I think my staff is going to find this remarkably easy to use. I don’t even think I want to do any demos with any other company. This is a piece of cake."
— Rick Schmitt, Director of Finance
Before Fyle, collecting and approving receipts required 2 full business days each month.
Now, with Fyle’s intuitive mobile app, employees at Voodoo simply snap a photo of their receipt, and Fyle’s intelligent OCR instantly extracts the details and creates the expense report. It’s so easy to use that most employees prefer the mobile app over any other method.
The finance team gets real-time visibility into spend, with every receipt securely stored and linked to the right card transaction.
This means zero paper trails, zero lost receipts, and zero friction.
The correct mapping of expense data, automated reconciliation, and streamlined processing of expenses to QuickBooks have dramatically reduced the time the finance team spends on closing its books each month.
With Fyle, employees can tag expenses to specific projects using a drop-down menu when filing expense reports.
The finance team can also set up custom expense policies, for example, the ability to mandate receipts above a certain amount.
Once approved, expenses get auto-pushed to QuickBooks Online.
With Fyle, Voodoo Brewery has streamlined its expense management. Employees file their expenses faster, with fewer errors, and the finance team has access to real-time spend visibility and audit-ready data.
"Fyle has provided my employees and myself a comprehensive, user-friendly process for tracking all transactions, supplying receipts, and exporting the transactions to QuickBooks.
The employees are much happier with Fyle compared to our previous process, as they often submit reports each day while on the road to make it easier. I am able to review and approve in just minutes per day, and the month-end process is practically complete when I begin to do it!!"
— Rick Schmitt,Director of Finance