The challenge
The company, a fast-scaling AI marketing platform operating across multiple geographies, was implementing Dual Entry ERP as its financial system of record and needed to consolidate transactions from three distinct payment and expense systems — PayWay, Pleo, and Weel — into a single ledger. The multi-currency nature of their operations compounded reconciliation complexity, making manual consolidation both time-intensive and error-prone.
What we built
- Integrated PayWay payment gateway with Dual Entry ERP to automatically post customer payment transactions with correct currency conversion
- Connected Pleo corporate card spend data to Dual Entry ERP, categorizing expenses by department and cost center
- Linked Weel expense management submissions to Dual Entry ERP for automated expense recognition and approval workflow alignment
- Implemented multi-currency handling across all three payment source integrations to normalize transactions to the base reporting currency
- Unified financial data flows into a single ERP general ledger, eliminating parallel reconciliation across four systems
The outcome
- Finance team consolidated payment, corporate card, and expense data into Dual Entry ERP without manual intervention
- Multi-currency transactions were normalized automatically, reducing foreign exchange reconciliation effort
- Month-end close process shortened by removing the need to manually aggregate data from PayWay, Pleo, and Weel
- The company gained a scalable finance automation foundation capable of supporting additional geographies and payment systems