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Case Study 10 Apr 2026

Reducing finance reconciliation delays for a SaaS operator

How a SaaS team reduced manual reconciliation and improved billing visibility across CRM and finance systems.

Challenge

The team was relying on disconnected CRM, billing and finance records, which created reconciliation delays, weak reporting confidence and too much manual checking at month end.

Approach

Flows360 connected Salesforce, Stripe and NetSuite workflows so customer, invoice and payment status moved into the right systems with clearer control points and less manual intervention.

Systems involved

  • Salesforce
  • Stripe
  • NetSuite

Outcomes

  • Fewer reconciliation checks
  • faster issue identification
  • cleaner finance status visibility
  • stronger cross-functional reporting confidence

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