--- title: "Success Story" description: "A success story in the wine industry. Discover how Foley Family Wines reduced errors and improved efficiency and cash flow with Fraxion." canonical: https://www.fraxion.biz/success-stories/foley-family-wines url: https://fraxion.getmd.ai/success-stories/foley-family-wines.md last_converted: 2026-08-22T04:00:17.431Z --- ```json { "@context": "https://schema.org/", "@graph": [ { "@type": "SoftwareApplication", "name": "Fraxion", "image": "https://www.fraxion.biz/hubfs/Mercuric/fraxion-procurement-software-logo-color.svg", "description": "Fraxion is a mid-market procure-to-pay platform that helps finance teams control spending before money is committed, automate AP, and extend their existing ERP—without the complexity of an enterprise system.", "brand": { "@type": "Brand", "name": "Fraxion" }, "aggregateRating": { "@type": "AggregateRating", "ratingValue": "4.4", "bestRating": "5", "worstRating": "1", "ratingCount": "193", "reviewCount": "193" }, "review": { "@type": "Review", "name": "G2 User", "reviewBody": "It used to take me a month and a half just to enter invoices; now I can easily get through each one in about three to four minutes. Fraxion pulls in all the details—prices, quantities—so it's much easier to spot mistakes. It's made my job so much easier.", "reviewRating": { "@type": "Rating", "ratingValue": "5", "bestRating": "5", "worstRating": "1" }, "datePublished": "2026-03-12", "author": { "@type": "Organization", "name": "G2" }, "publisher": { "@type": "Organization", "name": "G2" } } } ] } ``` Success story · Wine industry # Foley Family Wines streamlines receivables and improves cash flow with Fraxion Foley Family Wines replaced manual, spreadsheet-based receivables and credit memo processing with Fraxion’s automated workflows. With digitized deduction requests, electronic routing and approvals, and automatic uploads into the WIMS accounting system, FFW eliminated payment mismatches, improved cash flow, freed its sales team to focus on revenue, and standardized onboarding for newly acquired wineries. [Book a customized demo](https://www.fraxion.biz/get-a-demo) [Download case study](https://www.fraxion.biz/hubfs/Foley%20wines%20case%20study2.pdf) ![Foley Family Wines logo](https://www.fraxion.biz/hs-fs/hubfs/Screenshot_2025-07-11_at_11.24.22-removebg-preview.png?width=255&height=193&name=Screenshot_2025-07-11_at_11.24.22-removebg-preview.png) ## Foley Family Wines ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/Icons/sprout.svg) Industry: Wine & Spirits ![home](https://www.fraxion.biz/hubfs/website%20rebrand%202026/Icons/home.svg) Headquarters: Sonoma, California, USA ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/Icons/users.svg) Employees: 200-500 Foley Family Wines (FFW) is a premium wine company based in the U.S., known for its rapid growth through acquisitions. With more than 200 distributors and a remote sales team, FFW needed scalable solutions to support its complex receivables processes and back-office operations. Prior to implementing Fraxion, Foley Family Wines faced significant operational challenges due to an influx of acquisitions that exposed inefficiencies in its accounting processes. Manual workflows, particularly in cash applications and credit memo processing, were overloading the remote sales and customer service teams, resulting in time-consuming and error-prone work. Payments from distributors frequently arrived before credit memos had been processed, creating mismatches that made cash reconciliation difficult. Distributors submitted deduction requests to the remote sales team, who then marked up the forms manually and submitted them to customer service. This labor-intensive and decentralized method relied on spreadsheets and manual data entry into the accounting system, leading to inefficiencies, delayed processes, and inconsistent results across new acquisitions. The growing volume of transactions further amplified these challenges, making automation not just beneficial but essential. Challenges ### Foley Family wines struggled with: ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/x%20(1)%201.svg) Manual receivables processes Heavy reliance on spreadsheets, email, and manual data entry made accounting and cash application tedious. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/x%20(1)%201.svg) High transaction volume Multiple acquisitions in a short time increased workload, overwhelming the sales and accounting teams. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/x%20(1)%201.svg) Mismatched payments and cash application challenges Payments often arrived before sales credit memos were processed, leading to mismatched payments and invoices. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/x%20(1)%201.svg) Scalability issues and inefficient acquisition integration As FFW acquired more wineries, the lack of standardization increased confusion and operational burden. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/x%20(1)%201.svg) Sales team overload Manual processing responsibilities distracted the sales team from core revenue-driving activities. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/x%20(1)%201.svg) Distributor frustrations Delays and mismatches in applying payments negatively affected relationships with distributors. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/x%20(1)%201.svg) Limited visibility Reconciling payments and credits was slow and difficult without automation. Solutions ### With Fraxion, Foley Family Wines achieved: ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/check%20(1)%201.svg) Receivables automation Fraxion’s digitized the credit and deduction request process, removing manual work from the sales team. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/check%20(1)%201.svg) Back-office automation Streamlined processes, reducing tedious work for staff. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/check%20(1)%201.svg) Streamlined workflows Deduction requests are now submitted directly into Fraxion, routed electronically for code assignment and approval, and automatically uploaded into FFW’s accounting system (WIMS). ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/check%20(1)%201.svg) Improved payment matching Credit memos are now posted before payments arrive, eliminating errors and mismatches. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/check%20(1)%201.svg) Pilot-led implementation A phased rollout allowed for feedback and adaptation, ensuring team buy-in and a smooth transition. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/check%20(1)%201.svg) Better distributor relationships Faster and more accurate cash application improved trust and service. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/check%20(1)%201.svg) Employee productivity & morale Freed up sales and administrative staff to focus on higher-value work, reducing stress and burnout. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/case%20studies/icons/check%20(1)%201.svg) Future scalability Flexible solution that FFW can expand as operations grow. ## Operational control and data visibilityThe system is giving the team more control and they have access to more data. Joyce Gromada Sales Administration Manager | Foley Family Wines Results ## The features driving efficiency and savings for Foley Family Wines Foley Family Wines now has a scalable, automated receivables system that supports its continued expansion and improves operational control. Improved cash flow Credit memos are approved and posted before payments arrive, leading to smoother cash application. Enhanced customer service Timely processing and accurate reconciliations improved distributor satisfaction. Increased employee productivity Staff shifted focus from manual processing to business growth and operations. Simplified acquisition onboarding Standardized processes reduced complexity when integrating new wineries. Cultural shift toward automation AI and automation are now embedded in daily operations, thanks to strong staff adoption. Forward-looking growth FFW is planning more automation to further streamline operations and improve efficiency. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/Icons/trending-up.svg) #### Improved cash flow Credit memos approved and posted before payments arrive, for smoother cash application. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/Icons/clock.svg) #### Time savings Automated deduction and credit processing replaced slow spreadsheets and manual data entry. ![](https://www.fraxion.biz/hubfs/website%20rebrand%202026/Icons/zap.svg) #### Increased productivity Sales and administrative staff refocused from manual processing to growth and operations. Download case study ## Read the full case study [Download case study](https://www.fraxion.biz/hubfs/Foley%20wines%20case%20study2.pdf) ![Foley Family Wines case study cover](https://www.fraxion.biz/hs-fs/hubfs/FF%20cover%20case%20study.png?width=370&name=FF%20cover%20case%20study.png) ## Book a custom demo Get in touch to discuss your organization’s requirements, we’ll customize a demo to your needs. [Book a demo](https://www.fraxion.biz/get-a-demo) ![Fraxion spend analysis dashboard](https://www.fraxion.biz/hubfs/Group%201707480481.webp)