---
title: Charterhouse Holdings
url: https://www.medius.com/resources/case-studies/charterhouse-holdings/
updated: 2026-06-08T21:16:29Z
---
Case Study

# Charterhouse Holdings goes from patchwork to precision AP and expense automation

Overview

At a glance

Challenges

Benefits

Positioned for success

![Charterhouse Holdings case study cover](https://www.medius.com/media/f25dvdq1/case-studies-menu-charterhouse-holdings.png?rmode=max&width=372&height=0&v=1dcf51c79a750d0)

Founded in 1970 and based in Derby, UK, [Charterhouse Holdings](http://www.charterhouse-holdings.co.uk/) operates four brands — Kustom Kit, Xpres, Vanilla, and Adkins — in garment manufacturing and personalization. Facing ongoing Microsoft Dynamics 365 F&O compatibility issues with their existing AP software and a manual, spreadsheet-driven expense process, Charterhouse turned to Medius for a connected solution. Learn how they eliminated upgrade anxiety, went 100% paperless on expenses, and empowered their finance team to handle more with the same headcount.

Download Case Study

## Charterhouse Holdings at a glance

* * *

**INDUSTRY**

Garment [manufacturing](https://www.medius.com/customers/manufacturing/ "Manufacturing") & personalization

**BRANDS**

Kustom Kit, Xpres, Vanilla, Adkins

**LOCATION**

UK & Europe

**ANNUAL INVOICES**

10,000+

**SOLUTIONS**

[Medius AP Automation](https://www.medius.com/solutions/medius-accounts-payable-automation/ "Medius Accounts Payable Automation") & [Expense Management](https://www.medius.com/solutions/expense/ "Expense")

**ERP**

[Microsoft Dynamics 365 F&O](https://www.medius.com/solutions/for-your-erp/microsoft-dynamics/ "Microsoft Dynamics")

## Who is Charterhouse Holdings?

Founded in 1970 and headquartered in Derby, UK, Charterhouse Holdings is a garment manufacturing and personalization business operating four brands across the UK and Europe. Their complex order structures — multiple sizes, colors, currencies, and supplier terms — demand a finance function that can scale.

## What was the challenge?

Their existing AP add-on repeatedly fell behind Microsoft's twice-yearly D365FO updates, turning each upgrade cycle into a round of compatibility testing, workarounds, and patched fixes. Simultaneously, expense management ran entirely on spreadsheets and physical receipts — consuming hours of staff time each month with no meaningful reporting in return.

## How did we help?

Medius AP Automation — built with native D365FO compatibility — eliminated upgrade anxiety from day one. The integrated Expense Management module replaced spreadsheets and paper receipts with a fully digital, audit-ready process. Columbus managed a smooth four-month implementation, with both teams collaborating closely throughout.

![quote icon](https://www.medius.com/media/hhzp0bi1/quote-charcoal-fill.svg?rmode=max&width=91&height=58)

“Employees don’t dread doing their expenses at the end of the month anymore. They can get it done quickly and get back to more productive activities. It’s an emotional win as well as an efficiency one.”

**Mark Bartlett**
Chief Finance & I.T. Officer

## Benefits of Medius AP Automation and Expense Management

**10–15 minutes** — month-end expense process (previously hours)

**100% paperless** expense management process

**Zero upgrade friction** — smooth D365FO compatibility

**Same headcount handling significantly more workflows**

![Medius AP Automation](https://www.medius.com/media/qsegyfnt/ap-screen.png?rmode=max&width=372&height=0&v=1db719a8acf3820)

## Charterhouse Holdings is now
positioned for success.

AP cleared its first D365FO upgrade cycle post-go-live without a single issue

Digital receipts provide full audit trails for expense claims

Employees no longer dread month-end expense submissions

Finance team positioned to leverage AI-based invoice processing as volumes grow

Download the full case study

## Recommended Resources

[See how Medius customer KPIs compare (hint: they are good)](https://www.medius.com/customers/ap-benchmark-report/)

[Guides & Reports
The ROI of Finance Automation](https://www.medius.com/resources/guides-reports/the-roi-of-finance-automation/)

[Guides & Reports
Medius is a Value Leader on The Hackett Group 2026 SolutionMap](https://www.medius.com/resources/guides-reports/the-hackett-group-solutionmap/)

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