Fintech · Finance & Accounting Software · 1000+ · North America #b011_08

Context

We provide subscription billing, revenue and payments software for enterprises, with a large implementation and engineering organisation.

Industry

Fintech · Finance & Accounting Software

Size

1000+ employees

Region

North America

Tools budget

$20K+ per month

Needs

Payment orchestration & routing. Routing payments across many gateways for customers is complex and needs better orchestration.

Today: a payments engineering leadership team building and extending its own payment processing layer · Urgency: this year

Analytics & BI. Revenue operations reporting relies on manual spreadsheets and slow queries.

Today: a revenue operations analytics group producing reports from CRM and billing data · Urgency: this year

LLM evaluation & testing. As we ship AI features we need a way to test and evaluate model outputs before release.

Today: a product manager for a shared AI platform connecting agents to billing and revenue products · Urgency: this year

Who decides

cto · procurement

Expects from suppliers

Enterprise security and compliance proof; Works with major ERP and HR suites; Dedicated account support

Not a fit

Tools lacking enterprise SSO; Vendors without financial services references

Stack

cloud: AWS-class hyperscaler, CRM in place, LLM APIs in production, CI/CD pipeline in place

Buying triggers

AI adoption push, tool consolidation