Case Study: Smallcase Streamlines Expense Management with Happay EPIC

A Happay Case Study

Preview of the Smallcase Case Study

Smallcase achieves seamless corporate payment automation using EPIC cards

Smallcase, a fast-growing investment platform, faced challenges managing its extensive corporate expenses. Their traditional banking cards were expensive and provided no micro-level visibility into spending. They needed a versatile, one-stop payment solution to gain control and save funds. This led them to partner with Happay and implement their corporate payment solution, Happay EPIC.

Happay EPIC provided a collateral-free credit limit, which saved Smallcase the 120% of the limit they previously had to place in fixed deposits. The solution's user-friendly dashboard offered clear expense visibility and multi-user access, saving the finance team 90% of the time spent on manual expense management. Smallcase also benefited from zero forex charges and used card rewards to pay for other expenses. Happay provided greater accountability and streamlined processing for the entire company.


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Smallcase

Pratik Lohiya

AVP Finance


Happay

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