Case Study: How We Helped Everlance Improve Their Growth with Automated Partner Reporting

Background:

Everlance, a leading expense management platform for gig workers, provides freelancers, contractors, and gig economy participants with tools to track mileage, expenses, and tax deductions. As the gig economy grew, Everlance recognized a significant opportunity to scale, but managing the reporting process for their growing network of partners—such as financial institutions, fleet companies, and other service providers—was a major challenge.

The company relied on manual reporting to share performance data with partners, which was time-consuming, error-prone, and difficult to scale. Everlance reached out to us for a solution that could automate partner reporting, improve data accuracy, and enable the company to grow more efficiently.

Challenges Faced by Everlance:

1. Manual Reporting: Reports were manually created and shared with partners, a process that consumed significant time and resources. The risk of human error, delays, and inconsistencies were common issues.
2. Scalability Issues: As Everlance expanded and added more partners, the volume of reports grew, overwhelming their existing manual system. This hindered the company’s ability to scale effectively and provide real-time insights to partners.
3. Inconsistent Data Formats: Different partners required different formats for reports, ranging from Excel sheets to PDFs and API access. This lack of standardization made it hard for Everlance to deliver reports efficiently.
4. Resource Drain: The manual process drained resources that could have been allocated to more strategic initiatives, such as enhancing the user experience or developing new features for the platform.

Solution: Automated Partner Reporting System

To address these challenges, we developed an automated partner reporting system tailored to Everlance’s needs. The solution involved several key components:

1. Customizable Report Templates: We created an easy-to-use interface for Everlance to build report templates tailored to each partner’s specific needs. Whether it was user activity data or transaction history, these templates could be quickly generated and adjusted as needed.
2. Automated Data Aggregation: The system integrated directly with Everlance’s backend, enabling real-time data aggregation for reports. This ensured that data was always current and eliminated the need for manual data collection.
3. Multi-Format Delivery: The solution enabled reports to be exported in multiple formats, including PDF, Excel, and CSV. It also offered an API for partners requiring programmatic access to the data.
4. Automated Scheduling and Distribution: We implemented a scheduling feature that allowed reports to be automatically generated and sent at predefined intervals, such as daily, weekly, or monthly, without manual intervention. This ensured that partners always received reports on time.

Results:

The automated reporting system had a transformative impact on Everlance:

1. Time and Cost Savings: Automation eliminated manual report preparation, saving significant time and resources. Internal teams could now focus on higher-value tasks like product development and customer support.
2. Scalability: Everlance could now scale effortlessly by onboarding new partners without worrying about report generation. The system was designed to handle a larger volume of reports as the company expanded.
3. Improved Partner Satisfaction: With accurate, timely, and customized reports, partners were able to gain deeper insights into their performance, leading to stronger relationships and increased satisfaction.
4. Enhanced Data Accuracy: The automated system reduced the risk of human error, ensuring that reports were consistent, reliable, and accurate. This boosted the credibility of Everlance’s data among partners.

Conclusion:

By automating their partner reporting process, Everlance overcame key operational challenges, improved their scalability, and enhanced partner relationships. The solution saved time, improved data accuracy, and helped Everlance grow faster without sacrificing quality. With more efficient reporting in place, the company is now better positioned to expand its services and strengthen its position in the competitive gig economy market.