Case Study: PandaDoc achieves 50% fewer manual hours and support tickets with Recurly

How PandaDoc transformed financial ops to fuel subscription growth

PandaDoc, a document automation platform, needed to scale its financial operations as its SaaS business grew, but its existing billing and reconciliation setup was rigid and heavily manual. The team was spending days each month on labor-intensive reconciliation, with payments syncing into a single account and creating ongoing support issues.

Recurly provided PandaDoc with subscription billing and a new data automation architecture that enabled flexible transaction mapping by payment method, gateway, or currency. The migration improved updates from every two hours to every 20 minutes, cut reconciliation time from three days to one, and reduced support tickets by 50%, freeing PandaDoc’s finance team to focus on higher-value work.

PandaDoc

Bibek Bhattarai

Vice President