Benevity Automates Manual Fund Disbursement Leveraging Oracle Transaction Matching

Rapidly scaling Calgary based technology startup seeking to automate manual fund disbursement matching

Multiple corporate donor sources and payment disbursement methods caused bottlenecks in month-end close

Inability to efficiently add customers with manual matching processes

Identify match criteria within customer facing invoices and outgoing fund disbursements

Configure auto matches across multiple credit card processors and ACH deposits

Collaborative project framework with shared workstreams across EPMI and Benevity

Successful project execution for 7 entities in 12 week timeframe

Collaborative 1:1 client project delivery approach

Coordinated and delivered on project requirements while operating remotely