Financial Operations Automation Platform

End-to-end financial automation processing $50M+ annually with 65% efficiency gains

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65% Less Processing Time

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50% faster refunds

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65%

The Challenge

Finance teams managed 8+ disconnected payment and refund processes that created both operational inefficiencies and compliance risks.

Stripe transactions weren’t synced with accounting systems, refunds took 2-3 days frustrating customers, voicemail messages about payments weren’t tracked, support tickets about billing weren’t updated, and reconciliation was error-prone taking days each month.
Chargebacks often went uncontested resulting in automatic losses.
Manual processes not only slowed operations but created audit risks that worried leadership.
The finance team spent 80% of their time on manual processing rather than strategic work.

The Solution

Developed a unified financial operations platform that automates every aspect of payment processing and reconciliation.

The system features real-time Stripe synchronization with multi-base reconciliation ensuring accuracy, instant refund processing with automatic invoice adjustments and comprehensive audit logging, integrated communication handling including voicemail transcription and ticket tracking, automated dispute management that compiles evidence and responds to chargebacks instantly, and sophisticated reconciliation engine that matches transactions across systems detecting errors.
Built with PCI compliance and SOC2 requirements, the platform maintains complete audit trails.
Event-driven architecture processes webhooks in real-time ensuring nothing falls through cracks.

Financial operations evolved from bottleneck to competitive advantage.

Processing time reduced by 65% across all financial operations, freeing the team for strategic initiatives.
The automated dispute response system improved win rates by 18%, recovering over $250,000 annually that would have been lost to chargebacks.
Refund processing accelerated by 50%, significantly improving customer satisfaction scores while reducing support tickets.
Payment reconciliation achieved 100% accuracy eliminating hours of manual matching.
Month-end close transformed from a 3-day marathon to same-day completion.
The finance team’s job satisfaction improved dramatically as they shifted from data entry to analysis and strategy.

See how we can help you achieve similar results.