Case Studies Archives - Ordway

Case Studies

SmartEquip Automates Revenue Recognition with Ordway

Since implementing Ordway, SmartEquip has doubled its customer base and scaled its finance operations without adding headcount. The company has also been able to lower its days' sales outstanding through accelerated collections.

Ordway LabsMay 17, 2026

Case Studies Real Estate

HappyCo Automates Subscription Billing and Revenue Recognition with Ordway

SaaS Case Study HappyCo automates Subscription Billing and Revenue RecognitionOrdway automated complex subscription billing and revenue recognition for parent-child hierarchies. Summary Order-to-Cash Automation HappyCo uses Ordway’s recurring billing software to generate customer invoices and recognize…

Steve KeiferMay 12, 2026

Real Estate

OneDay Automates Complex Parent Child Billing

Automation of complex parent-child billing, multi-jurisdiction sales tax calculations, revenue recognition under ASC 606 for OneDay, a SaaS platform for personalized videos.

Steve KeiferOctober 17, 2025

Technology

Merge.Dev Case Study

Merge's finance team gained better visibility into aging receivables and was able to accelerate cash flow using customized dunning workflows. Merge was also able to automate revenue recognition calculations, accelerating financial reporting and reducing its…

Steve KeiferJuly 21, 2025

Healthcare

Paubox Automates Billing and Revenue Recognition

Transformed manual billing process for 3000 monthly invoices into fully digital workflow. Scaling revenue and customers without adding finance FTEs.

Steve KeiferJune 15, 2023

Gentreo estate planning as a service

Case Studies

Gentreo Automates Subscription Management

Single version of truth for customers, partners, subscriptions and renewals. Futureproofed finance to support new products and distribution channels.

Steve KeiferMarch 16, 2023

Real Estate

CompStak Extends the Life of QuickBooks

Reduced billing cycle from days to hours. Automated order-to-revenue with integration from Salesforce CRM to Quickbooks accounting.

Steve KeiferJanuary 29, 2022

Real Estate

ListReports Scales Subscription Billing

Scaled its customer base 5X using Ordway's recurring billing and subscription management. Consolidated products and plans down from 2000 to 10.

Steve KeiferJanuary 29, 2022

Financial Tech

Vestwell Automates Quarterly Close and Scales without FTEs

Real-time visibility to revenue forecasts & investor metrics. Eliminated spreadsheets. Reduced quarter end process by 10 days.

Steve KeiferJanuary 6, 2022

Financial Tech

Ocrolus Accelerates Usage-Based Billing Process by 90%

Migrated from Zuora. Automated usage-based billing with PAYGO and prepaid models. Integrated with Salesforce and Quickbooks.

Steve KeiferJanuary 3, 2022