SolarATM Case Study

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Case Study

SolarATM Case Study

🧩Challenge

Expense process was entirely manual, relying on physical receipts and paper submissions

Multiple corporate credit cards issued across different business units (BUs), creating reconciliation complexity

Frequent cross-company charges required manual reallocation of expenses across entities

Finance had limited visibility into real-time spend, with poor cost control and fragmented oversight

The final remaining process that hadn’t been digitised, creating bottlenecks in month-end close and audit prep and late fees.

💡Approach

Conducted a deep-dive with Josh Isaak (VP of IT and Security) to map existing systems, pain points, and dependencies

Shifted focus beyond software — addressing outdated processes, mindsets, and internal handoffs

Designed a phased automation roadmap tailored to their multi-entity, multi-card environment

Agreed on end-to-end onboarding plan across all finance users

💡Solution

EOD adapted to support complex financial requirements, including:
• Real-time transaction feeds from multiple corporate cards
• Accurate reallocation of shared costs across legal entities
• Separation of data access and reporting by BU
• Intelligent receipt-matching and automated categorisation

Live collaboration between product and IT teams to shape development

📈Outcome (In Progress)

Onboarding underway, led jointly by EOD and SolarATM finance team

Streamlined user experience and time savings in submitting complex expense reports.

Implementation designed to mitigate system, process, and people challenges

Aiming for a full go-live across all entities by early September

Early feedback indicates significant time-saving potential and improved workflow and oversight

A seamless onboarding experience is laying the foundation for faster workflows, smarter oversight, and a future-ready expense process across all entities.