Regency Living Automates Multi-Account Bank Reconciliation with Yavrio

Overview 

Regency Living is a premier developer of Park Bungalow communities across the UK, redefining luxury retirement living through thoughtfully designed homes in some of the country’s most sought-after coastal and countryside locations. With a strong reputation for exceptional quality, seamless service, and vibrant communities, they provide residents with more than just homes, they offer a lifestyle. 

To support operations across multiple locations, the finance team needed a way to efficiently manage dozens of bank accounts and streamline bank reconciliation directly within Microsoft Dynamics 365. 

The Challenge 

Prior to Yavrio, the Regency Living finance team faced complex and manual banking processes: 

• Managing 35 separate bank accounts across facilities 

• Downloading and uploading CSV bank statements 

• Reconciliation was slow, error-prone, and dependent on manual matching 

"Managing dozens of bank accounts with thousands of transactions each month was overwhelming. Reconciling everything manually took up far too much time and left room for errors." 

— Ryan Johnson, IT & Systems Director, Regency Living 

The Solution 

Regency Living deployed Yavrio to connect all 35 of their bank accounts directly to Microsoft Dynamics 365. 

• Live Bank Connectivity: Bank information and live balances flow directly into the ERP, providing real-time visibility across all accounts. 
  

• Effortless Import: Bank transactions are imported automatically with just a few clicks, removing the hassle of CSV downloads and uploads. 

• One-Click Reconciliation: Yavrio’s "Auto Run All Bank Recs" feature swiftly reconciles the majority of transactions in a single step, dramatically reducing manual workload. 

The Results 

Since implementing Yavrio, Regency Living has experienced: 

• Significant time savings of ~22 hours per week, equivalent to ~25 weeks per year time saved 

• Eliminating manual downloads, uploads, and manual data entry 

• Streamlined and automated reconciliation across 35 accounts 

• Enhanced security by removing file transfers 

• Improved accuracy and confidence through automated transaction matching 

“We were dealing with a complex, time-consuming reconciliation process across dozens of bank accounts. Yavrio has made that process significantly more efficient. With live bank data flowing into Business Central, we now handle reconciliation in a fraction of the time and with far fewer errors. It’s taken a major source of friction off our plate.” 
 
— Ryan Johnson, IT & Systems Director, Regency Living 

‍
About Regency Living

‍Regency Living develops luxury Park Bungalow communities across the UK, offering vibrant, high-quality retirement living in coastal and countryside locations. 
Learn more at regency-living.com.  

About Yavrio

Yavrio is a fintech company that connects bank accounts directly to Microsoft Dynamics 365. With automated bank feeds, intelligent reconciliation, and embedded payments, Yavrio helps finance teams save time, reduce risk, and gain real-time visibility into cash flow, directly within their ERP. Learn more at www.yavr.io 

Want to see how Yavrio can simplify your finance operations? Book a demo today. 

‍