---
title: "AI Marketing Technology / SaaS Provider Case Study | APIWORX"
description: "The company, a fast-scaling AI marketing platform operating across multiple geographies, was implementing Dual Entry ERP as its financial system of record and…"
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[

](/connectors/dual-entry "Dual Entry ERP connector")

Financial ERP Automation

# AI Marketing Technology / SaaS Provider

AI Marketing Technology / SaaS

[Dual Entry ERP](/connectors/dual-entry "Dual Entry ERP connector")PayWay Pleo Weel 

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 

More customer stories

[

Order Management

### Awards & Promotional Products Company

Read case study ](/case-studies/k2-awards-order-management)[

Inventory Management

### Home & Kitchen Brand

Read case study ](/case-studies/gelpro-inventory-management)[

Supply Chain & EDI

### Specialty Food & CPG Brand

Read case study ](/case-studies/manda-fine-meats-supply-chain)

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APIWORX handles the entire integration — from design to monitoring — so your team can focus on the business.

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[![APIWORX managed integrations logo](data:image/webp;base64,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)](/)

Connect commerce, ERP, and operations into one canonical data layer with AI-powered reasoning.

APIWORX LLC  
1401 Lavaca Street Suite 241  
Austin, TX 78701

[214-717-5900](tel:+12147175900)

[](https://x.com/apiworx)[](https://www.linkedin.com/company/apiworx)[](https://www.facebook.com/apiworx)[](https://www.instagram.com/apiworx)

Platform

-   [APIWORX Overview](/platform)
-   [apiworx.flow](/apiworx-flow)
-   [apiworx.data](/apiworx-data)
-   [apiworx.ai](/ai)
-   [apiworx.crew · Beta](/apiworx-crew)
-   [MCP](/mcp)
-   [Architecture](/architecture)

Who We Help

-   [Ecommerce Leaders](/uses/ecommerce)
-   [Finance Teams](/use-cases/financial-integration)
-   [IT & Engineering](/architecture)
-   [Operations](/use-cases/operational-monitoring)
-   [Ecommerce Industry](/uses/ecommerce)
-   [Wholesale & Distribution](/uses/distribution)
-   [Manufacturing](/uses/manufacturing)
-   [B2B Suppliers](/supplier-portals)
-   [View All Solutions](/solutions)

Popular Integrations

-   [NetSuite Integration](/integrations/netsuite)
-   [Sage Intacct Integration](/integrations/sage-intacct)
-   [QuickBooks Integration](/integrations/quickbooks)
-   [Acumatica Integration](/integrations/acumatica)
-   [Amazon Marketplace](/integrations/amazon-marketplace)
-   [Browse All Connectors](/connectors)

Resources

-   [Blog](/blog)
-   [Guides & Playbooks](/resources)
-   [Documentation](https://app.apixx.io/docs)
-   [Developer Resources](/developers)
-   [Case Studies](/case-studies)
-   [Managed iPaaS](/managed-ipaas)
-   [Compare iPaaS](/compare)
-   [iPaaS Alternatives](/alternatives)
-   [Support Portal](https://portal.apiworx.com)

Company

-   [About Us](/about)
-   [Customer Reviews](/reviews)
-   [Services](/services)
-   [Team](/team)
-   [Security & Compliance](/security)
-   [Partner Program](/partners)
-   [Careers](/careers)
-   [Talk to an expert](/free-assessment)
-   [Book a Call](/book-a-call)

© 2026 APIWORX LLC. All rights reserved.  |  Last revised September 5, 2026

[Terms](/terms)[Privacy](/privacy)[DPA](/dpa)

[![APIWORX Reviews](https://b.sf-syn.com/badge_img/3294515/dark-default?&variant_id=sf&r=https://operate-weave.lovable.app/case-studies/pixis-multi-currency-finance-payment-automation)](https://sourceforge.net/software/product/APIWorx/?pk_campaign=badge&pk_source=vendor) 

![APIWORX](/assets/apiworx-icon-BgcsCO2i.png)