A PDI Customer Success Story

Executive Overview

HQ: Sacramento, California since 1981
Industry: Petroleum Wholesale
Size: Bulk shipper, 8 cardlock sites, 200 million annual gallons
Solution: PDI Ascend

Business Challenges

  • Lack of real-time data insights and reporting
  • Difficulty preventing mistakes due lack of exception reporting
  • Time-consuming, manual month close process
  • Manual motor tax filing process

Solution Overview

PDI Ascend

The complete financial accounting solution defining the top-tier standard for midstream & downstream petroleum.

Ascend maximizes profit on every lead, discovers credit issues, delivers real-time data, and most importantly, turns your freight into a profit center while replacing error prone manual processes.

Read more about PDI Ascend

Customer Results

Comprehensive software package handles entire business needs

Actionable data available in minutes with real-time reporting

Exception reports catch errors as they occur

Faster month-end closing

Automated motor tax filing

Uncovered $14,000 Card Fraud Case Thanks to PDI Exception Reporting

“I would definitely recommend PDI Firestream. They care about their customers, they care about their product, they understand our industry, and they want to see their customers succeed.”

– Jeremy Bautista, VP of Operations, River City Petroleum

Month-End Closing Time Reduction

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