Case Study: Intelliflo achieves 80% reduction in bounced payments and unified customer data with Jitterbit Harmony

Intelliflo achieves dramatic results with data connections

Intelliflo, the UK’s leading practice-management software provider serving the finances of over eight million people, faced stalled business initiatives due to fragmented data and inadequate IT development processes. Critical information was trapped in silos across NetSuite, Salesforce and other systems, causing duplicate records, manual rekeying errors and poor visibility for customers and staff.

Intelliflo deployed Jitterbit Harmony as an enterprise integration layer to orchestrate and automate data flows between cloud and on‑prem systems. The integration cut bounced customer payments by over 80%, enabled automatic CRM‑finance reconciliations every three hours, delivered cleaner data and a 360° customer view, increased ROI from cloud apps and helped make the company more acquisition‑ready.

Intelliflo

Rob Walton

Chief Operating Officer