Finch
19 Case Studies
A Finch Case Study
MainStreet is a SaaS platform that helps startups and SMBs discover and claim tax credits and incentives, but its manual onboarding process was slow and cumbersome. Before Finch, Account Executives had to walk customers through adding MainStreet as a third-party admin and the operations team manually exported and formatted payroll data, making it difficult to quickly and securely access the historical payroll information needed for tax credit calculations.
With Finch, MainStreet implemented Finch Connect to let customers self-serve payroll and HR data authorization in minutes, giving MainStreet programmatic access to standardized, historical data across providers like Gusto, ADP, TriNet, and Justworks. Finch cut the integration from what would have been 8+ months internally to just two days, and MainStreet also reported onboarding in about two minutes and more than $65M in tax credits found and claimed, with an average of $51,040 saved per company.
Dan Lindquist
Co-founder & CPO