Fintech

Streamlining B2B payments and invoicing through automation and real-time processing

Automation-first approach to simplify B2B payments and accelerate financial operations

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35%

Faster payments

40%

Fewer support requests

50%

Faster onboarding

Client Overview

Our client is a community-oriented B2B payments platform that helps small businesses and startups simplify invoicing and manage payments more efficiently. They wanted to build a secure, scalable system to automate financial workflows, support real-time transactions, and improve cash flow. We partnered with them to modernize their platform with automation, flexible payment options, and real-time visibility, helping them enhance operational efficiency and deliver a better user experience.

Challenges

Manual processes, rigid systems, and limited payment options slowed operations and blocked scalability.

Manual processes slowed financial operations

Lack of automation for invoicing, payments, and reconciliation delayed transactions and reduced efficiency.

Limited payment flexibility disrupted workflows

Restricted payment options complicated settlements, increased support requests, and delayed onboarding.

Outdated systems lacked scalability and visibility

Legacy architecture couldn’t support peak volumes or deliver real-time financial insights for decision-making.

Solution

We modernized the platform to automate payments, enable flexibility, and improve visibility for better financial operations.

Automated invoicing and payments

Streamlined financial workflows to speed up payments and reduce manual effort. Improved cash flow through real-time reconciliation and automation.

Enabled flexible payment options

Integrated support for multiple payment methods to simplify transactions and reduce support requests.

Modernized core platform for scalability

Built a scalable system to handle peak volumes and improve operational efficiency. Enhanced performance to support future growth with ease.

Improved financial visibility and compliance

Delivered real-time insights and automated compliance workflows to support faster decisions.

Business Impact

The engagement helped streamline financial operations, accelerate payments, and deliver a more flexible payment experience to support growth.

Improved cash flow management

Faster invoicing and payments helped stabilize cash flow and reduce financial uncertainty.

Greater operational efficiency

Automation reduced manual work, freeing teams to focus on higher-value tasks.

Enhanced customer experience

Flexible, seamless payment options improved satisfaction and reduced friction.

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