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Customer Case Studies

Finance and Accounting Leaders Share their Experiences with Ordway

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Featured Case Study

Vestwell

Vestwell is defining the next generation of 401(k) and retirement plans for businesses.

The fintech company is scaling quickly and in an industry that requires them to have complex billing that includes accounting for 3rd-party fees. By adopting the Ordway billing and revenue automation platform, the Vestwell finance team streamlined quarterly usage-based billing and illuminated real-time revenue data to report to the C-suite and their Board of Directors effectively.  Read full case study.

Preview of video with headshot of Dave Sheen CFO of VestwellPlay Video

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The Industry’s Leading Billing and Revenue Automation Platform

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Customer Case Studies

Find out why customers love Ordway

Enabling New, Innovative Business Models

Ordway helps scale AI-enabled technology providers in Fintech, Edtech, Proptech and more

Financial services

FinTech providers enabling consumers to open up new bank accounts online in just a few minutes by using AI to perform fraud detection, credit and lending decisions.

Healthcare

Ushering in a new era of telemedicine with technology that enables patients to perform contactless registration, check-in, payments, and live video consultations.

Higher education

EdTech platforms connecting university students with employers for internships and full-time roles or to train for careers in cybersecurity or software development.

Real estate

PropTech firms leveraging IoT to monitor energy consumption in commercial office buildings and provide recommendations on how to reduce their carbon footprint.

Retail

Tech providers reimagining the restaurant experience with apps that automate ordering for home delivery, carry out, drive thru, or in restaurant dining.

Non-profits

MarTech providers enabling philanthropic and charity organizations to secure more recurring contributions and high dollar value donations from the community.

Buzz about Ordway

What Finance and Accounting Leaders are Saying

“The Ordway solution provides tremendous flexibility to design and automate any billing plan we come up with in our Payments business.”

Phil Levy

CEO – Exact Payments

“The biggest benefit of Ordway is just this absolute comfort in our numbers and knowing that they’re accurate.”

Jeff Woglom
VP of Finance at Openfin

“Ordway frees up my time by doing the calculations that I otherwise couldn’t without the software. If not for the software, we would probably need another full time person just to handle our billing.”

Brendan Keogh

Controller, Vestwell

“We’ve probably saved at least several days of our month-end close process, but we got insights about the month’s revenue faster than we would have had we done it without Ordway.”

Mohit Manocha
Chief Financial Officer at Casepoint

“We have found them to be a lot more innovative and forward-thinking than others we have worked with. In fact, Ordway was the only provider that could meet the requirements we had to scale our rapidly growing B2C and B2B channels”

Jon Quick

CFO at Gentreo

“I like their roadmap; each month, they roll out new features, and they’re often things I didn’t even know I wanted until I use them!”

Jeff Yellin

VP of Finance at Compstak

“Now that we’re automating a lot of our invoicing, automating a lot of our AR and follow up for overdue payments, we’re able to bring on more customers and not have to hire additional people to work those customers.”

Evan Fitzgerald

Director of Finance at Paubox

“Automation of usage-based billing with extreme flexibility on pricing plans. Automatic journal entry creation based on revenue recognition rules.”

Michael M

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