Demo and Project Gallery


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Demos - Connectivity, Interoperability and Enablement

The product demos featured are agnostic workflows and not company specific.

ERP Integration

Flat-File Connectivity to ERP, via sFTP

Within eInvoicing, a walkthrough of flat-file data integration into an ERP over SFTP, covering file formatting, transfer scheduling, and error handling.

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SFTP ERP Data Integration

ERP Integration

Web and REST API Connectivity to ERP

Web and REST API connectivity overview and data integration into an ERP, covering API endpoints, authentication, data mapping, and error handling. Approach is applicable to eInvoice, Payments, Card, etc.

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WEB API REST API Data Integration

SPEND MANAGEMENT

Travel & Expense Management, Employee Reimbursements

Product Demonstration: Reimbursements Calculator for Sales Enablement within the Travel and Expense Management Platform. The demo covers the end-to-end process, including pricing overview, sales tool workflows, and integration with Salesforce CPQ for reimbursement contract processing.

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T&E Reimbursements Sales Tool


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Fintech Sales Tools & Technology


TRAVEL & EXPENSE, SALES TOOL

Reimbursements Sales Tool Overview

Quick walkthrough of a Travel and Expense Management sales tool, with a focus on pricing employee reimbursements. The purpose of the tool is to provide a streamlined and efficient way for sales teams to accurately calculate and present reimbursement options to clients, ensuring transparency and compliance.

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T&E Reimbursements Sales Tool

PAYMENTS ECOSYSTEM

Payments Concepts Overview

Quick walkthrough of Payments Concepts 101, covering the payments ecosystem, key players, and transactional flows, with navigation to a Payments Glossary of Terms. The demo is non-company specific and is intended to provide a foundational understanding of payments concepts for sales enablement.

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Electronic Payments Payment Facilitator Merchant Acquirer

DISCOVERY PROCESS (VIDEO TO ARRIVE SOON)

Discovery Process Sales Tool

(VIDEO TO ARRIVE SOON) An online sales discovery and scoping dashboard that solves the challenge of discovery and scoping information being scattered across multiple documents. This provides a centralized platform for capturing and organizing discovery information and enables the sales team to efficiently gather requirements, assess feasibility and generate accurate project scopes.

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DISCOVERY SCOPING EXPENSE MANAGEMENT

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Interactive Guided Demos — Co-authored with Marketing

The following Travel & Expense series is constructed with an interactive demo platform called Walnut.

Employee Reimbursements — Interactive Demo

Employee Reimbursements data integration with partner called Wise. The interactive demo allows users to explore the features and functionality of the calculator in a hands-on way, providing a better understanding of how it can be used to streamline the reimbursement process.

Experience an interactive guided walkthrough

Launch Interactive Demo →

Reimburse Export to ERP — Interactive Demo

Employee Reimbursements - Export reimbursement workflow to ERP. The interactive demo allows users to explore the features and functionality of the export process in a hands-on way.

Experience an interactive guided walkthrough

Launch Interactive Demo →

Set Up Per Diem GST, VAT — Interactive Demo

The feature allows administrative users to explore the features and functionality of the per diem, GST and VAT process setup to gain a better feel of how it can be used to streamline employee reimbursements.

Experience an interactive guided walkthrough

Launch Interactive Demo →