Kolleno helps companies get paid faster with Flatfile

The challenge

Kolleno helps companies grow by helping them get paid faster, and when you help entire credit control teams to keep their cash flows healthy, you need data solutions you can rely on and trust. 

Kolleno is a centralized and automated receivables, payments and reconciliations provider built for finance professionals, and as they grew, they realized that they needed a safe, secure, customizable and easy-to-use solution that would help them import critical CSVs for clients that required this feature. Although they built an in-house CSV importer to deal with their data import challenges, they quickly realized that they were going to need to find the right data exchange platform to help them scale.

Business impact

Before Flatfile, Kolleno's data import process involved getting a CSV or Excel file from any customer not using an ERP (enterprise resource planning) system and giving it to their backend team who would then create a script with all of the necessary headings and run the script. A developer's time and resources were required each and every time Kolleno needed to upload client data.

After it became clear that tying up development resources in this way wasn’t a good long-term solution for their growing demands, Kolleno went on the lookout for a solution. After having tried multiple different options, including building their own CSV import tool, they realized that Flatfile fit their needs the best. Due to the nature of their business, Flatfile’s customizability and user-friendly front end were invaluable. 

Data import challenges

Making sure that data was in the correct format was one of the most challenging parts of their data import process, but Flatfile made it simple to identify errors and amend them with ease. A key challenge that Kolleno was facing was human error. "There's always human error," said Adonis Damalis, Head of Customer Success at Kolleno, "and if you aren't able to identify it and highlight it, it becomes a problem."

Kolleno wanted to make the data exchange experience as seamless and frictionless as possible, so they turned to Flatfile. "What impressed me about Flatfile," said Damalis, "was that I could take a CSV file or an Excel sheet and put that into software. It seems so simple, but it's saved us and our clients so much time."

Saving time and resources

The implementation process was simple and painless. Flatfile worked directly with developers at Kolleno to train them how to use and troubleshoot the Platform. "You guys have done such a great job of customer service that we don't even need to reach out to you most of the time," said Damalis.

In Kolleno’s case, it was important that the solution they chose offered a great, easy-to-use user experience for their clients. Kolleno needed a customizable solution that would fit into their existing software and decided to try Flatfile because they had heard great things about the Flatfile Data Exchange Platform. The Kolleno team knew the problem they were facing and the outcome they wanted, and Flatfile was able to look at that information and the solution they built and take it to the next level. "With Flatfile," said Damalis, “we've reduced the time that data import tasks take by 70%.”