Taste is a recruitment consulting firm specializing in middle-to-senior and C-level positions, with human resources consulting accounting for approximately one-third of its business. Founded in 2004, the firm now has around 40 employees.
For nearly 16 to 17 years, the firm operated using a CRM, an ATS, an invoicing tool, Excel dashboards, and occasional feedback from the external accountant. Then Olivier implemented Power BI to consolidate invoicing data—a real step forward, but one that quickly reached its limits as the firm grew.
“We had a pretty good handle on the past. My Power BI gave me a perfect picture of the past and even a pretty good view of the present when it came to what had been billed. On the other hand, when it came to the present—specifically payments, cash flow, and billing—I was always playing catch-up, and we weren’t looking at the future at all.”
Once the team grew to more than 40 people, their daily routine had become one of “manual data transfer”: re-entering, copying, and exporting flat files from one tool to another. The number of invoices had skyrocketed in both directions. The risks of omissions, duplicates, errors, and version discrepancies were mounting.
And when it came to cash flow, we were reacting to the situation—we never planned ahead. During the period of strong growth between 2020 and 2022, the cash squeeze was particularly acute: one month we had plenty of cash and didn’t know what to do with it, and the next month we were scrambling to find funds. Decisions were made, as Olivier puts it, “on the fly.”
“We were running the company, but when there are 10, 15, or 20 people, it works. Once you get past 40 people, things get pretty complicated.”
Taste began by deploying Zeendoc through the integrator Deltic to digitize and centralize its documents. Zeendoc and Deltic were already in place when the Fygr team arrived—it was only then that the two solutions were integrated.
The integration was developed in collaboration with teams from both companies: an API between Zeendoc and Fygr, with Taste serving as the beta tester. As soon as a customer or supplier invoice is recorded in Zeendoc, all necessary information (number, issue and due dates, amounts, payment status) is automatically transmitted to Fygr and integrated into the cash flow forecast—without any action required from the team.
“The idea was to automate the transfer of purchase and sales data from Zeendoc to Fygr via API, so that Zeendoc would capture and structure the information and Fygr could then retrieve it automatically.”
Before: too many clicks, too many tools, and constant duplicate data entry. Risk of oversights, discrepancies, errors, and wasted time gathering information. Cash flow that we merely observed, never anticipated.
Today: Purchases and sales are automatically synced from Zeendoc to Fygr. The need to re-enter invoices and reconstruct sales lines has completely disappeared. Duplicates, incorrect versions, and endless searches for information have given way to new routines: review, categorization, and verification—much of which is itself automated.
Taste has also implemented a management control system: thanks to analytical categorization, Olivier now has access to comprehensive P&L statements by team and can instantly determine the cost of an event—such as conferences, workshops, and client and candidate meetings—which was completely unclear before.
“The result is significantly less manual work, much greater reliability, and a continuously updated view of cash flow—virtually in real time. This makes management much more transparent.”
Duplicate data entry is a thing of the past. Data flows automatically between Zeendoc and Fygr, without any action required from the team.
The information shared between tools is reliable and up-to-date, with no risk of errors or version discrepancies.
Decisions are no longer made on a whim. With a clear view of cash flow, you can plan ahead and make informed decisions with confidence.
Repetitive microtasks are a thing of the past. Mélody, who oversees this area at Taste, sums it up this way: “I don’t have as much mental load anymore.”
“Thank you for truly transforming our daily lives in these areas and for the visibility you’ve given us.”