Case Studies

Overview:

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Push Group engaged us in a part-time CFO capacity. One of the early projects where the founders required help was to increase speed of their month-end close as results were not available until weeks after the month end was over. In addition, they wanted to build the financial infrastructure to allow them to scale from a few hundred clients up to 3,000. 

Company: Push Group

Service: Tech stack development and implementation

Industry: Adtech; SaaS

Stage: Series A

Approach:

We spent two days with Push analysing the current processes and systems to map out the key bottlenecks and problems they were encountering. We then provided a report on the best and most cost-effective technology solutions available which will help them automate a significant portion of their existing processes. 

Rakesh has been pivotal in developing and implementing scalable systems, leading to an improvement of 300% in our monthly reporting. He helped us save at least £30k by streamlining the process, therefore avoiding an unnecessary hire while also improving month end delivery by 5 days.

Ricky Solanki, CEO

Outcomes:

We implemented the below tech stack: 

• Xero – Cloud accounting software

• Pleo – employee expenses

• Autoentry – Invoice automation

• G Accon – data analysis

• Profit well – SAAS metrics

• Chargebee – Billing automation

Conclusion:

The tech stack we implemented helped Push to automate 80% of their routine processes and resulted in month end completing over 300% faster. The financial infrastructure also allowed them to scale their new software offering. 

Prior to our involvement, they had been considering hiring an additional person to help with the volume of work. Thanks to our help they saved an additional headcount of £30k a year.