Case Study: Shift4 Payments achieves a smooth IPO and accurate, timely reporting with Vena Solutions

Shift4 Payments Ran a Smooth IPO With the Help of “Accurate, Consistent and Timely” Reporting in Vena

Shift4 Payments is a Pennsylvania‑based leader in payments processing and POS solutions, serving over 200,000 customers and processing more than $200 billion annually, with Oracle Fusion as its ERP. Before Vena, month‑end reporting relied on fragile, single‑user Excel workbooks and manual copy‑paste processes that took a week to produce, introduced input errors, and limited finance’s ability to analyze profitability and scale after acquisitions.

By implementing Vena’s Complete Planning platform, Shift4 automated data loads from Oracle and other systems into a single, Excel‑friendly planning database, enabling accurate, consistent and timely reporting. Reports that once took days now run in minutes, daily settlement balancing and reconciliations are automated, and system‑generated historicals supported PCAOB standards—capabilities that helped streamline FP&A, improve cross‑functional decision‑making and support a successful IPO in June 2020.

Shift4

Brian Downs

Senior VP of Finance and Treasury