


Case Study
SolarATM Case Study
🧩Challenge
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Expense process was entirely manual, relying on physical receipts and paper submissions
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Multiple corporate credit cards issued across different business units (BUs), creating reconciliation complexity
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Frequent cross-company charges required manual reallocation of expenses across entities
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Finance had limited visibility into real-time spend, with poor cost control and fragmented oversight
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The final remaining process that hadn’t been digitised, creating bottlenecks in month-end close and audit prep and late fees.
💡Approach
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Conducted a deep-dive with Josh Isaak (VP of IT and Security) to map existing systems, pain points, and dependencies
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Shifted focus beyond software — addressing outdated processes, mindsets, and internal handoffs
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Designed a phased automation roadmap tailored to their multi-entity, multi-card environment
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Agreed on end-to-end onboarding plan across all finance users
💡Solution
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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
• 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
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Live collaboration between product and IT teams to shape development
📈Outcome (In Progress)
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Onboarding underway, led jointly by EOD and SolarATM finance team
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Streamlined user experience and time savings in submitting complex expense reports.
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Implementation designed to mitigate system, process, and people challenges
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Aiming for a full go-live across all entities by early September
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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.