Case Study: Complete Controller achieves reduced fraud risk and improved AP efficiency with MineralTree

Delivering Success with an Innovative Solution From MineralTree

Complete Controller is a turnkey accounting-services firm (51–200 employees) that manages bookkeeping and billpay for small businesses, non-profits, trusts and households using QuickBooks and processing about 7,000 payments annually. The company faced inconsistent bank integrations and nonstandardized billpay workflows that left them exposed to fraud and operational risk, with no reliable way to enforce approval protocols or scale services across multiple banks and clients.

By white‑labeling MineralTree, Complete Controller implemented an auditable, API‑driven billpay platform with two‑factor authentication, centralized visibility, and stronger controls and segregation of duties. The solution eliminated duplicate entries, reduced risk, improved back‑office efficiency, and let Complete Controller offer a scalable, secure payment service and innovative technology to its customers.

Complete Controller

Jennifer Brazer

Founder & CEO