The problem
Money reached us from several places: payment gateways and lending partners. Every month, the finance team downloaded transaction data from each one by hand and matched it against order data and bank statements.
It took two full days each month and mistakes were easy to make. Because it was manual, nobody could see revenue in real time either, so tracking performance during the month was hard.
What I did
We built one dashboard that pulled in data from every payment gateway, every lending partner and the order management system.
- Real-time updates: on transactions as they happened.
- Automatic matching: of payments to orders and bank settlements.
- Income reports in a few clicks: generated by finance admins themselves.
What changed
- Reconciliation time down from 2 days to 1 hour.
- Fewer errors, because the matching no longer depended on someone copying data between files.
- Revenue visible in real time, so finance could make decisions during the month rather than after it.