Case Study: Paubox automates billing and accounts receivable with Ordway

Paubox - Customer Case Study

Paubox, a SaaS company providing HIPAA-compliant secure email for healthcare organizations, grew quickly and found its finance operations difficult to scale. Before working with Ordway, the team relied on spreadsheets and manual processes for invoicing, payment matching, and reporting, leading to error-prone work and even Excel crashes as transaction volume increased.

Ordway implemented subscription billing, revenue recognition, and accounts receivable automation for Paubox, along with a flexible Salesforce integration for custom field mapping and reporting. With Ordway, Paubox automated invoicing, AR follow-up, and month-end revenue recognition, saving hours of work and allowing the finance team to handle more customers without adding headcount.

Paubox

Evan Fitzgerald

Director of Finance