Client success story -

TFS Global

Over 60% of invoices now processed with no human touch

CLIENT

PE-backed

Fleet Services

Fortune 1000 Clients

National Operations

About TFS Global

TFS is a fleet and equipment services provider supporting forklift maintenance, rentals, and repairs for manufacturers and distributors across the US. With thousands of vendor relationships, they process a high volume of complex invoices every month.

AI solution

TFS brought in an AI-powered invoice-to-Salesforce pipeline that wraps around how their team already works — handling complex invoice volume without adding headcount.

Results

60%+ invoices handled with no human touch
Turnaround cut from 2–3 weeks to near real-time
Handles higher invoice volume without increasing headcount
Cleaner data unlocks deeper cost-savings analysis

DOWNLOAD CASE STUDY PDF

Challenge

Manual invoice work had become a handbrake on growth

TFS receives thousands of invoices by email, in all kinds of formats. Many need expert judgment to get them ready for processing. Teams were stuck rekeying data, fixing errors, and grappling with backlogs. The only way to keep up was to keep adding people.

Before AI

10+

staff on manual data entry

2–3 weeks

invoice turnaround

Inconsistent

data that was hard to trust

Limited

growth capped by hiring limits

TFS needed invoice processing that could grow with the business, not slow it down. They needed AI shaped around how they already work.

Contextual Delivery Lead

Solution

An AI pipeline that reads invoices like your best people do

TFS set up an AI-powered invoice-to-Salesforce pipeline that takes invoices from email straight through to work orders. Instead of teams re-entering every line, the system does the heavy lifting and only flags the few invoices that genuinely need a human eye.

The AI wraps around how TFS already works, plugging into existing email flows and Salesforce, so the team did not have to rip out tools or redesign processes from scratch. This meant they could move fast, prove value quickly, then widen the automation to more vendors and invoice types.

Ingest

AI picks up emailed invoices and standardizes the files

Understand

OCR and LLMs read the invoice, pull out key fields, and tag the maintenance type

Act

The system creates work orders in Salesforce, linked to the right vendor and asset

Learn

When staff correct exceptions, the AI improves next time

First conversation to production in 6 weeks

Using the Contextual platform, infrastructure, security, and AI orchestration were in place before the first sprint.

Week 1–2

Understand the process and design the flow

Week 3–5

Build + test

Week 6

Launch

Week 6+

Optimize + roll out to more vendors

Impact

From a cost center to a growth enabler

Invoice processing is no longer a drag on growth. It now keeps pace with the business and helps teams see more in their data, so they can see customer opportunities and drive revenue growth.

70%+

invoices processed with zero human touch

~$750k

Estimated annual savings

~10

Staff redeployed to higher-value work

Real-time

processing from 2–3 week turnaround

We turned invoice processing from a manual bottleneck into a scalable, automated operation that supports growth and better customer insights.

Executive, TFS Global

THE COMPOUNDING ADVANTAGE

One solution. Three superpowers.

The invoice automation created a new data asset: clean, structured fleet data flowing in real time. That data unlocked capabilities TFS couldn't have built without it.