Case Study: Lattice streamlines cash collection with Upflow

How Lattice streamlined cash collection without additional recruitment

Lattice, an HRtech company based in San Francisco, was growing quickly and needed to scale its cash collection process without adding headcount. The finance team was spending too much time on manual collections, working with slow and unreliable integrations, and projecting that it would need to grow to six people dedicated to cash collection if nothing changed.

Upflow’s accounts receivable software helped Lattice automate and streamline collections through targeted workflows and smooth integrations with Stripe, QuickBooks, and NetSuite. With Upflow, Lattice increased automatic collections to 99% within 60 days, reduced its projected cash collection team from six people to one over two years, and improved efficiency so the finance team could focus on the toughest 1% of accounts.

Lattice

Jason Lopez

Controller