--- title: "Customers" description: "Case studies of how the world's most innovative companies use Ordway to automate billing for their as-a-service business models." url: "https://ordwaylabs.com/customers/" type: "Page" publisher: "Ordway" language: "en-US" published: "2022-01-04T21:27:12+00:00" updated: "2026-01-20T22:47:21+00:00" --- # Customers ## Customer Case Studies Finance and Accounting Leaders Share their Experiences with Ordway ![infographic of man reaching out from computer screen to award trophy to business woman](/wp-content/uploads/2022/02/Trustworthy.svg) Featured Case Study ## Vestwell **[Vestwell](https://www.vestwell.com) 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.](/resources/case-studies/financial-services/vestwell-billing-case-study/) [Play Video](https://vimeo.com/406845954)![Preview of video with headshot of Dave Sheen CFO of Vestwell](/wp-content/uploads/2023/06/vestwell-CFO-video-thumbnail-1000x560-1.jpg) ## The Top Choice for SaaS and Cloud Providers ![client](/wp-content/uploads/2023/06/apptopia-500x188-1.jpg) ![client](/wp-content/uploads/2023/06/campspot-500x188-1.jpg) ![client](/wp-content/uploads/2023/06/fullstack-academy-500x188-1.jpg) ![client](/wp-content/uploads/2023/06/polaris-500x188-1.jpg) ![client](/wp-content/uploads/2023/06/trustlayer-500x188-2.jpg) ![client](/wp-content/uploads/2023/06/careacademy-500x188-1.jpg) ![client](/wp-content/uploads/2023/06/paubox-500x188-1.jpg) ![customer logo](/wp-content/uploads/2026/01/ampup-500x188-1.jpg) ![customer logo](/wp-content/uploads/2026/01/artemis-health-500x188-1.jpg) ![customer logo](/wp-content/uploads/2026/01/casepoint-500x188-1.jpg) ![customer logo](/wp-content/uploads/2026/01/cyberhaven-500x188-1.jpg) ![customer logo](/wp-content/uploads/2026/01/first-stop-health-500x188-1.jpg) ![customer logo](/wp-content/uploads/2026/01/junglescout-500x188-1.jpg) ## The Industry’s Leading Billing and Revenue Automation Platform The highest average review score across online review sites ![online review with 4.5 out of 5 stars](/wp-content/uploads/2025/04/online-review-4.5-star5.jpg) ![five star online review](/wp-content/uploads/2023/06/online-review-4.8-star2.jpg) ![five star online review](/wp-content/uploads/2023/06/online-review-4.82-star.jpg) ![five star online review](/wp-content/uploads/2023/06/online-review-4.8-star3.jpg) ![online review five stars](/wp-content/uploads/2023/06/crozdesk-online-review-4.4star.jpg) ## Customer Case Studies #### Find out why customers love Ordway Retail ### [Qu Automates Consolidated Billing and Sales Taxes](/resources/case-studies/retail/qu-case-study/) Reduced revenue leakage and improved customer loyalty. Automated complex sales tax and billing calculations. Financial Tech ### [Ocrolus Accelerates Usage-Based Billing Process by 90%](/resources/case-studies/financial-tech/ocrolus-billing-case-study/) Migrated from Zuora. Automated usage-based billing with PAYGO and prepaid models. Integrated with Salesforce and Quickbooks. Financial Tech ### [Vestwell Automates Quarterly Close and Scales without FTEs](/resources/case-studies/financial-tech/vestwell-billing-case-study/) Real-time visibility to revenue forecasts & investor metrics. Eliminated spreadsheets. Reduced quarter end process by 10 days. Retail ### [Springboard Optimizes Quote-to-Cash for Growth](/resources/case-studies/retail/springboard-retail-case-study/) Migrated from Recurly & SaaSOptics. Improved cash forecasting. Flexibility to support creative pricing and contract terms. Business Services ### [Dispatch deploys Ordway for Subscription Management](/resources/case-studies/business-services/dispatch-case-study-saas/) Launched new SaaS subscription billing model and deferred revenue recognition. Reduced time to market. Technology ### [Casepoint Lowers DSOs with Accounts Receivable Automation](/resources/case-studies/technology/casepoint-lowers-dsos-with-ar-automation/) Usage-based billing with complex account hierarchies. Reduced time to close by 80%. Visibility to key revenue metrics. Healthcare ### [Paubox Automates Billing and Revenue Recognition](/resources/case-studies/healthcare/paubox-automates-billing-and-revenue-recognition/) Transformed manual billing process for 3000 monthly invoices into fully digital workflow. Scaling revenue and customers without... Real Estate ### [OneDay Automates Complex Parent Child Billing](/resources/case-studies/real-estate/oneday-case-study/) Automation of complex parent-child billing, multi-jurisdiction sales tax calculations, revenue recognition under ASC 606 for OneDay, a... Real Estate ### [CompStak Extends the Life of QuickBooks](/resources/case-studies/real-estate/compstak-case-study/) Reduced billing cycle from days to hours. Automated order-to-revenue with integration from Salesforce CRM to Quickbooks accounting. Real Estate ### [ListReports Scales Subscription Billing](/resources/case-studies/real-estate/listreports-case-study/) Scaled its customer base 5X using Ordway’s recurring billing and subscription management. Consolidated products and plans down... Technology ### [Merge.Dev Case Study](/resources/case-studies/technology/merge-billing-case-study/) Merge’s finance team gained better visibility into aging receivables and was able to accelerate cash flow using... Case Studies ### [Gentreo Automates Subscription Management](/resources/case-studies/gentreo-saas-billing-case-study/) Single version of truth for customers, partners, subscriptions and renewals. Futureproofed finance to support new products and... Case Studies ### [Yardstik Automates Usage-Based Billing with Ordway](/resources/case-studies/yardstik-automates-usage-based-billing/) Yardstik selected Ordway to automate its usage-based billing workflows and replace a spreadsheet-driven process that was becoming... Case Studies, Healthcare ### [Paytient Speeds Up Collections and Automates Billing with Ordway](/resources/case-studies/paytient-speeds-up-collections-and-automates-billing-with-ordway/) Health Care SaaS Case Study Subscription and Usage-Based BillingSpeeding up Collections and Automating Complex Billing Summary Order-to-Cash... Case Studies ### [CaliberMind Automates Revenue Recognition with Ordway](/resources/case-studies/calibermind-revenue-recognition-case-study/) rdway’s billing engine generates the invoices for CaliberMind’s recurring subscriptions, professional services, upsells, and renewals. It also... Case Studies ### [SmartEquip Automates Revenue Recognition with Ordway](/resources/case-studies/smartequip-revenue-recognition-case-study/) Since implementing Ordway, SmartEquip has doubled its customer base and scaled its finance operations without adding headcount.... Case Studies, Real Estate ### [HappyCo Automates Subscription Billing and Revenue Recognition with Ordway](/resources/case-studies/happyco-subscription-billing-case-study/) SaaS Case Study HappyCo automates Subscription Billing and Revenue RecognitionOrdway automated complex subscription billing and revenue recognition... ## 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. ## Ordway Customers are Raving Fans #### Online Reviews of our Subscription Billing and Revenue Recognition Software ![Ordway G2 badges](/wp-content/uploads/2026/01/g2-bages-ordway-5-row-winter-2026-1024x256.png) **[Read our Reviews](https://www.g2.com/products/ordway/reviews)** **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** See the industry’s most flexible billing and revenue automation platform in action. [Get Demo](/get-demo)