Case Study: Heap achieves 2-day faster month-end closes and automated credit-card reconciliation with Airbase

Heap and Airbase Boots-on-the-ground accounting made easier

Heap, a 101–250‑employee product analytics SaaS platform, faced a broken accounts payable and credit card process: missing receipts, opaque coding, and no easy way to reconcile or consolidate spend — all while running Oracle NetSuite as their ERP. Assistant Controller Desene Sterling and Staff Accountant Sally Saavedra wanted a single spend-management solution that included cards, purchase orders, vendor payables, and seamless NetSuite integration, and after evaluating options they selected Airbase.

Airbase delivered a consolidated platform with PO and employee expense reimbursement workflows, OCR for invoice data capture, automated coding and receipt reminders, and a seamless NetSuite sync. The result: routine reconciliation and receipt chasing were eliminated, employees now code expenses themselves, and month‑end close time dropped by at least two days — freeing the finance team for higher‑value work and reducing day‑to‑day manual accounting.

Heap

Desene

Former Assistant Controller