
We used to pull data from NetSuite, Stripe, Avalara, and Mode manually every month, then align everything in Excel with formulas that would break if anyone so much as looked at them the wrong way. Now the whole process runs on a schedule in Savant. It pulls the data automatically, matches transactions across systems, flags and handles mismatches, and pushes clean results back into our stack. Best of all, the audit trail is automated, so audits are nowhere near as stressful anymore. Review collected by and hosted on G2.com.
There’s definitely a learning curve, especially if you’re used to doing everything in Excel. It took our team a few weeks before we felt truly comfortable building workflows on our own. Review collected by and hosted on G2.com.