Shift Digital is a leading provider of technology, program management, and support services to national automotive brands/OEMs and local retailers. With a comprehensive suite of offerings, Shift Digital empowers its clients to maximize the effectiveness of their digital marketing and sales initiatives.

Shift Digital faced significant challenges in their financial operations, particularly in the integration between an external treasury tool and NetSuite, their primary financial management system. The existing process required custom workflows to bridge the gap between these two critical systems. Additionally, handling large-scale payments and vendor approvals involved multiple parties, leading to delays and potential errors in processing payments efficiently.

To address these challenges, PARA implemented a two-fold solution:

1. Custom End-to-End Integration:  

• PARA developed a custom integration between NetSuite and the external treasury tool via FTP connection. This seamless connection allowed for smoother data flow and eliminated the need for manual intervention in the financial transaction process.

2. AP Consolidation & Automation:  

• Recognizing the need for a more streamlined approach to vendor approvals and payment processing, PARA introduced an Accounts Payable (AP) consolidation and automation system. This solution reduced the number of touchpoints in the approval process and allowed for payments to be sent out in bulk, further enhancing efficiency.