Case Study: Wellen Capital consolidates three systems and saves 30-55 hours annually with Fundingo

Wellen Capital - Customer Case Study

Wellen Capital, a data-enabled direct funding source in the merchant and business capital advance market, had grown rapidly since 2012 but found that adding new software tools was not giving them the flexibility or control they needed in their origination and servicing platform. The company struggled to generate reporting and manage business processes efficiently across a legacy servicing system, leading to more time spent on key operational tasks. FUNDINGO provided the automation and platform support needed to address these challenges.

With FUNDINGO’s origination, underwriting, and servicing tools, Wellen Capital consolidated three systems into one and gained a more flexible, customizable platform that could scale with the business. The accounting team alone saves 30-55 hours per year by no longer manually reviewing ACH entries for bank holidays, reversals, and other adjustments. FUNDINGO also enabled custom reporting and workflow changes, helping Wellen better match the system to its accounting and operational needs.

Wellen Capital

Nick Hodge

UAT Analyst & Salesforce Admin