Case Study
Fintech Startup Chooses Eide Bailly to Drive Efficiency, Streamline Processes
December 31, 1
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Fintech Startup Chooses Eide Bailly to Drive Efficiency, Streamline Processes
December 31, 1
HMBradley| | Santa Monica
As a Series B startup with $55 million raised to date, HMBradley has grown its presence in the fintech space very quickly. HMBradley required a management system that would streamline its operation and scale as the company grew. With that in mind, NetSuite, the cloud-based ERP solution with thousands of users worldwide, was identified as the business management tool most compatible with HMBradley’s requirements.
Key Results
- Two-month implementation took and came in under budget.
- Enabled reconciliation between core processing, network prodgscessors, and credit card networks
- Enabled reconciliation between core processing, network prodgscessors, and credit card networks
- Enabled reconciliation between core processing, network prodgscessors, and credit card networks
- Enabled reconciliation between core processing, network prodgscessors, and credit card networks
- Enabled reconciliation between core processing, network prodgscessors, and credit card networks
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The Solution
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NetSuite, the cloud-based ERP solution with thousands of users worldwide, was identified as the business management tool most compatible with HMBradley’s requirements.
The HMBradley requirements included setting up a basic geographic information system, or GIS, running its operation from its own banking core, and managing customer entries. In addition, the company needed to transfer historical transactions from its previous system, create a chart of accounts, and ensure its daily reporting was cleaned up and ready to be used in a live environment.
HMBradley also wanted to ensure it connected ancillary business systems like HRES, its core processor, and credit card data.
The HMBradley requirements included setting up a basic geographic information system, or GIS, running its operation from its own banking core, and managing customer entries. In addition, the company needed to transfer historical transactions from its previous system, create a chart of accounts, and ensure its daily reporting was cleaned up and ready to be used in a live environment.
HMBradley also wanted to ensure it connected ancillary business systems like HRES, its core processor, and credit card data.
“We chose Eide Bailly because they fit closely with what we were looking for, a financial consulting firm with a firm grasp on the fintech space and a thorough understanding of NetSuite.”
— Jeremy Trujillo, Corporate Controller, HMBradley
The Results
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While each implementation can vary based on the client and the complexity of the requirements, the HMBradley implementation was completed in a relatively short timeframe. The implementation took only two months and came in under budget.
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