Case Study: Banner achieves streamlined milestone-based B2B payments with Balance

How Banner streamlined B2B transactions with simple milestone payments

Banner, a construction management software that connects property managers with contractor service providers, was creating invoices manually with Stripe and managing payments offline. Because construction managers often require milestone payments and sometimes multi-vendor payouts, Banner needed flexible payment methods beyond credit cards and a way to quickly release vendor payments on schedule — so they implemented the Balance Platform.

By using Balance, Banner now generates digital invoices, automates collection and settlement, and releases contractor payments by milestone (including multi-vendor payouts), removing much of the administrative overhead. Balance’s automation lets managers adjust payment plans to match deal structures and ensures timely, direct payouts so neither Banner nor contractors need to worry about collection or settlement.

Banner

Mark Murphy

Chief Executive Officer