Bringing order to invoices at Planted Green
Jana manages admin and accounting at Planted, a sustainability SaaS. With Tailride, she turned a messy invoice workflow into clear, organized reports for their tax advisor.
Customer Success Story
Video Testimonial
Hear from Jana directly
Watch the full testimonial • ~1 minute
“Tailride made it possible to clearly find invoices and send organized reports to my tax advisor.”
Click the video above to watch Jana’s testimonial about her Tailride experience
The Challenge
Too many invoices, not enough order
Messy invoice workflows made monthly reporting hard
“The invoices were a huge challenge for me because I just could not sort them out properly and it was too many.”— Jana, Admin & Accounting at Planted
Jana handles admin and accounting at Planted, a sustainability SaaS. Manually finding, organizing, and exporting invoices took too long and created friction when preparing reports for their tax advisor.
Company
Planted (SaaS for sustainability)
Use Case
Invoice collection, organization, reporting
Role
Admin & Accounting
Finding Tailride
“I appreciated when I came across Tailride that it was really helpful for me in sorting things out. I can now find invoices clearly. It’s all much more orderly.”— Jana
Tailride centralized invoice collection and extraction, removing manual searching and filing. With clean data and organization, monthly workflows finally became predictable.
What improved
- • Invoices auto‑organized and searchable
- • Clear structure for monthly reporting
- • Less time spent chasing documents
Why it mattered
- • Reduced stress at month‑end
- • Smoother collaboration with tax advisors
- • Confidence that nothing is missing
The Results
Organized, searchable invoices
Invoices can be found quickly and reliably, reducing stress and time spent searching.
Ready-to-send reports
Jana can now send organized reports to the tax advisor without last‑minute scrambles.
A major assistance
Tailride became a key helper to “sort things out” in the monthly accounting process.
Simple setup
No complex configuration required to get value quickly.
Before Tailride
- • Scattered invoices across inboxes
- • Manual sorting and filing
- • Stressful month‑end reporting
After Tailride
- • Centralized and searchable invoices
- • Clean structure for reports
- • Predictable, calm month‑end
Ready to transform your invoice management?
Start your free trial of Tailride today and experience organized invoices and effortless reporting.