How First Baptist Church of Argyle saved time and increased financial visibility
Overview
Time saved
5 hours per month
Financial visibility
Increased
About First Baptist Church of Argyle
First Baptist Church of Argyle is a 150-year-old congregation in Argyle, Texas. The church offers services such as community worship, a Christian preschool, a food bank, and connection for young adults.
Justin Schuff, Deacon and Treasurer of First Baptist, faced the challenge of updating manual, time-consuming financial processes while dealing with limited personnel resources. He needed a user-friendly, standardized expense process that would guarantee consistency for members and volunteers, real-time visibility of financial data, and no debt load.
"PEX is the smartest tool for establishing an efficient financial system for a church. The time it saves is invaluable, allowing you to focus more on your mission rather than getting caught up in administrative tasks."
Justin Schuff, Deacon at First Baptist Church of Argyle
The challenge
First Baptist’s leadership team took decisive action following a comprehensive financial audit, partnering with a third-party CPA and implementing robust financial controls. The team recognized their mission-critical work deserved more attention than manual expense tracking could allow. While they initially adopted Expensify for credit card transaction management, they encountered integration challenges with their bank, and their existing bank credit card lacked the essential spend controls and expense tracking features they needed to operate efficiently.
The solution
Justin discovered PEX through First Baptist’s usage of the Aplos accounting platform. The ease of use of the PEX platform made it clear that PEX fit the church’s needs.
PEX integrated directly with First Baptist’s Aplos software, which allowed for automatic reconciliation of expenses within their budget. This key feature significantly reduced manual work and errors.
By issuing PEX Visa® Commercial Cards to staff and volunteers, expense submission and financial accountability improved dramatically. First Baptist minimized time spent on administrative tasks like chasing receipts and manually processing expenses. Justin was able to establish financial baselines and track budgetary spending easily, enabling First Baptist with additional five hours each month to focus more on their mission. And the seamless integration with Aplos enabled effortless tracking and management of expenses, while the OneDrive integration simplified receipt storage and organization.
The results
PEX saved First Baptist Church of Argyle time and money.
5 hours saved/month
No longer chasing receipts and manually processing expenses, the church saved five hours per month, allowing them to focus on more strategic tasks
Improved financial visibility
PEX enabled accurate budgeting and tracking of expenses, helping the church regain control of its finances
Increased cost savings
First Baptist was able to increase profitability by getting a 1% rebate and leveraging the extended timeline available with PEX corporate cards.
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