Case Study: Mixpanel accelerates order-to-cash by 25% with Tray.ai

Mixpanel accelerates mission-critical order-to-cash process 25%

Mixpanel, a product analytics software provider, needed a better way to scale its order-to-cash process as the company grew. Its finance team was spending too much time manually creating and reviewing sales orders in Salesforce and NetSuite, putting pressure on accurate revenue recognition and limiting time for higher-value work.

Using Tray.ai’s Tray Platform, Mixpanel automated its CRM and ERP integrations and connected other systems like BlackLine to streamline accounting workflows, journal entries, and internal alerts. The result was a 25% reduction in manual effort for sales order review, significant budget savings from avoiding consultants and software upgrades, and more efficient work across the revenue organization.

Mixpanel

Kara Barcelon

Controller