Lexitas
A litigation support leader unifies data from 40+ acquisitions’ data with Boomi Data Hub — trimming records by 80% and monthly close time 36% — then automates 46% of daily payment processing with Boomi Agentstudio.
Business goals
Lexitas is a technology-enabled litigation support leader — court reporting, records retrieval, process service, and legal talent — that has made 40+ acquisitions since 2020, growing from 400 to 1,300 employees across 100 U.S. locations. Each acquisition brought fragmented customer data that needed unifying. With that foundation secured, leadership set its next goal: automate complex, high-volume financial processes with AI to free the accounting team for higher-value work.
Integration Challenges
Each acquisition added siloed applications with duplicate, inconsistent customer records, making revenue tracking, cross-selling, and financial reporting unreliable. Manual data cleanup in NetSuite was error-prone and unsustainable. Separately, the daily lockbox and cash application process — averaging 2,500 payment lines across banks and subsystems — required two to three dozen people to manually decipher incomplete or lump-sum payments, a significant operational burden.
How Boomi Helped
Lexitas chose Boomi Data Hub for master data management after also reviewing MuleSoft and Informatica. Lexitas staff worked with Huron Consulting to match, cleanse, and enrich records from five business unit applications, Salesforce, and Dun & Bradstreet, reducing customer records by 80%.
Building on that foundation, Lexitas partnered with Boomi Professional Services to deploy an AI payment agent via Agentstudio. Boomi orchestrates OCR, consolidates payment data from multiple banks and subsystems, and Agent Control Tower provides audit and monitoring, all on a single platform.
Results
Boomi Data Hub cut monthly close time by 36%, reduced customer records by 80%, and unlocked a 360-degree customer view for cross-sell and upsell.
The Boomi AI payment agent, live since early 2026, now handles 46% of daily payment processing — with 30% fully automated and another 16% needing only a quick human review — freeing the accounting team from mountains of manual work and sparking appetite for further AI automation across the business.
