“Having a one stop shop for balances and transactions has been a big time saver.”
About
Founded in 1968, Jerry's Artarama is one of the largest art‑supply retailers in the United States, serving professional artists, hobbyists and students through a national e‑commerce platform and a growing network of retail stores.
The Challenge
Today, Jerry’s Artarama operates a network of over 20 retail locations across the US. With each new location requiring its own local banking setup, their cash footprint has spread across 8 different banks – making it very difficult to track their cash position, transactions and cash flow.
Before using Vesto, the finance team spent hours each month:
- Logging into every bank portal, navigating different MFA flows, and capturing balances manually
- Updating a shared Excel workbook that quickly became stale
- Fielding ad‑hoc reporting requests across the team
“We had to log in to 8 different bank sites and record the balances in an Excel sheet that would get shared. By the time the sheet was completed, the balances were potentially unreliable for our accounts payable team. We needed something that would display all bank balances in one place and that was easily refreshable.” – Ash Steier, CFO
This manual process not only wasted time but also created risk, with critical decisions and forecasts relying on outdated data.
The Solution
After looking into a variety of products, Jerry’s Artarama decided on Vesto to consolidate every bank into a single, refresh-on‑demand dashboard.
With real-time bank connectivity, white glove implementation and a user-friendly interface, Vesto was the obvious choice for the team.
Using Vesto, the finance team has gained real-time visibility into every bank balance and transaction across accounts. They can see exactly what their cash position is, how things are trending, and every transaction that comes in or out.
“Having a one stop shop for balances and being able to search all of our transactions in one place has been a big time saver.” – Ash Steier, CFO
The Results
Within hours of kickoff, the majority of bank connections were live, meaning Ash and his team could start using Vesto one day-1 instead of waiting through a lengthy implementation cycle.
“Onboarding was very smooth for 75% of our accounts. Most banks were connected over a single call. For the few banks with additional hurdles, the Vesto team held our hand through the process and quickly worked to resolve any issues. Whenever challenges arose, the team always resolved them in <24 hours.” – Ash Steier, CFO
Since adopting Vesto, Jerry’s Artarama has transformed their treasury management from a manual and slow process, into a task that takes seconds. What once required logging into eight bank portals, is now consolidated and refreshable in one real-time dashboard. With Vesto, the team can check bank balances, confirm transactions, and monitor cash flow – confident they’re looking at up-to-the-minute numbers.
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