We run claims operations reporting through analyst-built spreadsheets and dashboards, and by the time managers see them the picture is already stale. We need reporting that connects natively to our cloud data warehouse, lets operations staff drill down to individual claims, and uses clear per-member pricing. It must work alongside our existing claims vendor.
Fintech · Finance & Accounting Software · 200–1000 · North America #b011_11
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We sell accounts receivable automation, invoicing and payments software to mid-sized and large businesses, working remotely across the country.
- Industry
- Fintech · Finance & Accounting Software
- Size
- 200–1000 employees
- Region
- North America
- Tools budget
- $5K–20K per month
- Needs
- Revenue recognition & billing. Our own revenue accounting and billing processes involve too much manual reconciliation.Today: a revenue accounting manager running order management and month-end close under the controller · Urgency: nowAnalytics & BI. Teams want faster answers from our data but reporting is slow and inconsistent.Today: data science and business data program roles building reporting on internal operations · Urgency: this yearInternal AI agents & automation. We want AI to automate repetitive work for both customers and internal teams.Today: a vice president of applied intelligence being hired to build the AI product organization · Urgency: now
- Who decides
- cfo finance · procurement
- Expects from suppliers
- Proven with finance teams; Remote-friendly onboarding; Clear data retention controls
- Not a fit
- Tools that duplicate our ERP; Vendors without SOC reports
- Stack
- cloud: AWS-class hyperscaler, CRM in place, data warehouse: cloud
- Buying triggers
- AI adoption push, tool consolidation
Needs
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Cooperation
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We wish a tool existed that watches failed postings and cash application exceptions inside our customers' accounting systems, explains the cause in plain language, and proposes or applies the fix with approval. We would judge it by fewer manual fixes per week, faster time to clear exceptions, and native connectors to mid-market ERPs.
Our claims and fraud handlers keep repeating the same manual lookups across systems, which eats time better spent on judgement. We want agents that automate those lookups safely, with clear audit trails, human approval on sensitive actions, and tight access controls. Insurance experience matters. Who has handled this well in regulated claims environments?