Finmo
7 Case Studies
A Finmo Case Study
Handshake, a digital escrow platform for service-based businesses, needed a treasury and payments partner to provide rigorous control and real-time visibility of client funds as it prepared to scale into new markets. Their challenge was to ensure strong segregation between company and escrow funds and to build a financial infrastructure that could support growth without friction. They partnered with Finmo for its treasury services.
By implementing Finmo's platform, Handshake centralized its escrow flows and gained unified, real-time visibility across all pay-ins, payouts, and balances. This provided the operational efficiency and control needed to scale. The solution had a measurable downstream impact, with Handshake's own customers saving at least one hour per transaction on invoicing and reconciliation. Finmo's infrastructure also elevated Handshake's finance function to a more strategic role.