MainStreet is a software-as-a-service (SaaS) platform that helps thousands of startups and SMBs discover and claim hundreds of local, state, and federal tax credit and incentive programs in minutes.

Every year, $100B is set aside by local, state, and federal representatives to help SMBs and startups turn their dreams into reality. But, claiming these credits is time-intensive, expensive, and often times, unpredictable — so billions sit unclaimed for years, waiting for founders to discover them.

MainStreet automatically qualifies companies for 200+ local, state, and federal tax programs and wins them back what they are owed in minutes — instead of the hundreds of hours, it would take an expert accountant to understand and apply to these programs.

• 💰 $65M+ in tax credits found and claimed, with an average of $51,040 saved per company
• 🕓 Two minutes — Customers can connect their payroll and HR systems and onboard to MainStreet in minutes using Finch
• 📊 Two days — The integration with Finch took two days, instead of the 8+ months, it would have taken to build the integrations internally.

Without Finch — Manual AE-Assisted Onboarding

Before Finch, MainStreet’s team of Account Executives (AE) onboarded every customer manually, working with them to add MainStreet as a third-party admin to their payroll platform. Then, their in-house operations team manually exported the relevant data and manually formatted the various fields. Painful for customers, and time-intensive for MainStreet: a lose-lose.

MainStreet needed a way to let SMBs quickly and securely share their historical payroll data without an AE’s help over the phone. Payroll data is essential to their business — without it, they wouldn’t be able to authenticate data or generate the required paperwork for each tax credit.

With Finch — Automated Self-Serve Onboarding

Now, with Finch, onboarding takes minutes. Customers authorize MainStreet to retrieve data from their payroll and HR systems in moments, and they’re good to go forever — MainStreet can now programmatically pull the data they need in real-time across multiple payroll and HR systems.

1. Finch Connect, Finch’s secure front-end module, prompts customers to choose their payroll provider.
2. Customers authenticate their payroll accounts and authorize a set of permissions by entering their admin credentials.
3. That’s it! In just a few seconds, MainStreet can start retrieving payroll data.

And… post-onboarding, Finch’s historical data access, and standardized schema let MainStreet streamline their data ingestion to their proprietary tax credit algorithms no matter what provider their clients use — Gusto, ADP, TriNet, Justworks, Finch supports it all.

Finch let us streamline MainStreet’s onboarding flow and gain access to crucial compensation data required to make complex tax credit calculations. Now we can move even faster and save more startups more money when they need it most.

Dan Lindquist, Cofounder & CPO

Integrating with Finch was simple. It took just a week vs. six months of engineering and business development efforts required for even a single payroll integration.

Engineering time is one of our most valuable resources. We worked closely with Finch’s engineers to ensure a smooth integration — they have been incredibly quick to add new providers while continuing to add functionality to make our lives easier. They’re an absolute delight.

Daniel Griffin, Cofounder & CTO

Strengthening partnership

Implementing Finch was just the beginning of a long-term relationship that’s already starting to pay dividends. Every time Finch supports a new payroll provider MainStreet automatically receives access to that integration without lifting a finger. Greater coverage means MainStreet can offer more SMBs access to the government credits they deserve.

Making our customers feel comfortable with our onboarding and product is our top priority — Finch’s secure, smooth, and professional product puts founders at ease during onboarding and gives us access to the surprisingly fragmented landscape of payroll providers we need.

Nick Abouzeid, Head of Marketing

Finch is always looking to partner with innovators like MainStreet, so if you’re building a product that can leverage payroll and HR data sign up to test out our API here.

Mosaic is building the future of strategic finance by empowering companies of all sizes to make better financial decisions.

In today’s SaaS-driven world, the data business leaders need to make effective decisions is siloed across many different systems. When critical financial information lives in disjointed tools like ERP, CRM, and HR platforms, it is almost impossible to get a real-time view of your business.

Mosaic has built a next-gen financial reporting and forecasting system that seamlessly integrates data from key business systems (Billing, ERP, CRM, HRIS) into a single source of truth that can act as a compass for business leaders. By tackling this complex data integration problem, Mosaic enables modern teams to spend time on strategic and forward-looking growth initiatives.

Highlights:

📈 70% of SaaS company spend is driven by employees. Understanding the cost of your people is vital for efficient growth. Finch enabled Mosaic to rapidly serve companies using a wide range of HR Systems.

📐 20+ key metrics — Integrating Payroll and HR data to Mosaic unlocked real-time insights into 20+ key metrics including employee churn, department costs, fully loaded cost per employee, sales efficiency metrics, and more.

⏩ 94% faster integration — Finch enabled Mosaic to build connections with HR providers 94% faster than building them all in-house.

Without Finch — Building Costly in-House Integrations

Before Finch, the Mosaic team was building integrations one by one with different providers. This process varied across systems and required lengthy business development and technical discussions that stretched months.

The engineering team had to build out a data mapping system to ensure compatibility across platforms. The slow rollout of new integrations and incremental engineering efforts required meant that not all customers could unlock live workforce insights needed to run their businesses effectively.

Mosaic’s wide range of customers and use cases meant they needed to support multiple systems quickly. HR and Payroll data is a critical component of Mosaic’s comprehensive strategic finance platform — without it, they wouldn’t be able to provide detailed insights into the largest expense for most businesses.

Employees are the largest expense for most businesses, meaning that decision-makers need a comprehensive view of their employee’s costs to build smart, sustainable headcount planning strategies. Finch helps us build that view for a broader range of customers. 

Bijan Moallemi, Co-Founder & CEO

With Finch — Seamless Expansion of Coverage

Today, using Finch, Mosaic is able to service an ever-expanding range of customers with the platform’s growing list of supported providers while saving hundreds of engineering hours. Integrating with Finch took only 4 days instead of the grueling month-long project necessary for separate connections with each provider.

Customers can now authorize Mosaic to retrieve key data from their payroll and HR systems providing actionable metrics that directly improve the health of their businesses. On the back-end, the engineering team can rely on Finch’s standardized data schema to seamlessly pull information and make live calculations regardless of the underlying provider.

1. Finch Connect, Finch’s secure, standardized authorization flow, prompts customers to select their payroll provider.
2. Customers authenticate their payroll accounts and authorize the key set of permissions Mosaic requests by entering their admin credentials.
3. Voila! In a matter of seconds, Mosaic can start surfacing payroll data insights to business leaders.

The power of our platform is the ability to synthesize disparate data patterns and distill them into actionable signals. Our engineering resources need to be focused on this core imperative. Finch’s quick integration process and scalable infrastructure allows us to dedicate more engineering hours to value-driving initiatives. 

Luke Braud, CTO

Post Integration

Finch and Mosaic continue to work together to unlock new endpoints, coverage partners, and edge cases that better capture the differences in the organization structure. As Mosaic refines its powerful analytical engine, Finch can provide greater granularity into employee data to generate new metrics for tracking business health. This partnership is just the beginning.

The tools we’re building on top of Finch increase engagement across our platform. Now we can help a wider range of businesses across the country make smarter, data-driven strategic decisions. We’re excited for the future of this partnership.

Brian Campbell, Co-Founder & CPO

Finch is always looking to partner with innovative teams like Mosaic, so if you’re building a product that can leverage payroll and HR data sign up to test out our API here.

Secureframe is on a mission to make the most powerful security simple and accessible for every organization.

Secureframe allows companies to unlock enterprise opportunities by becoming SOC 2 and ISO 27001 compliant within weeks, rather than months. The platform automatically monitors 25+ services to assess security practices and ensure compliance standards are met. Secureframe continuously collects audit evidence, runs security awareness training, monitors infrastructure, and more, all automatically.

Highlights:

🔗 30+ integrations — Secureframe uses 30+ of Finch’s integrations to address their growing range of customers that utilize different providers.

👩🏽‍💼 10,000+ individuals connected — Every customer’s employees and contractors need to be accounted for to ensure they undergo multiple compliance requirements like background checks and cybersecurity training.

⏳ <30 seconds to sync — Finch’s streamlined Connect Flow allows Secureframe customers to sync their workforce data in <30 seconds so business leaders can focus on higher priority compliance measures.

Without Finch — Disjointed User Experience

Before implementing Finch, Secureframe had to build integrations one at a time with each offering a disjointed user experience. Customers often had to leave the interface altogether to navigate through their payroll system, completely breaking the user flow. The support team had to walk customers through the process manually to troubleshoot issues, navigate the nuances of each system, and confirm that the right permissions were set. The rapid expansion of the platform’s customer base compounded the UX friction with every new client.

Accessing live employee information is essential for Secureframe’s customers to maintain SOC 2 compliance since every employee needs to undergo background checks, review company policies, and complete security training as soon as they join. Gathering this data is one of the first steps in the account creation process. Without a live view into the HR systems, Secureframe wouldn’t be able to offer customers powerful automation tools to make compliance easy at scale.

Compliance is not just a one-time activity. It’s an ongoing process that only gets more complex as organizations scale up. We need to have a live view into our customers’ headcount data no matter what systems they use so there’s no lapse in compliance. We chose Finch since their mission critical infrastructure is the most reliable and offers the best coverage for our growing customer base. 

Shrav Mehta, Founder & CEO

With Finch — Unified User Flow & Continuous Compliance

Today, with Finch integrated, Secureframe can allow customers to seamlessly sync their HR system and move onto higher value compliance tasks. The entire process was reduced to <30 seconds vs. 10–15 minutes seen previously with a more fragmented user experience that often required live support.

1. Customers select their HR provider within Secureframe’s dashboard.
2. Customers authenticate their account using Finch Connect, Finch’s secure, standardized authorization experience that embeds explicit data permissions.
3. Fin! In a few seconds, Secureframe can start automating security compliance as customers scale up their teams.

Now, with access to live census data via Finch, Secureframe can automatically add new employees and contractors to compliance checklists so there’s a minimal lapse in compliance for customers. As the platform’s customers grow their headcount Secureframe can work in the background to ensure best practices are reinforced across the organization in real-time.

Integrations are an important part of Secureframe’s platform since we have to monitor a wide range of vendors for our customers. Syncing with HR systems was a top priority as it allows us to automate individual employee compliance. Finch’s single integration unlocked support for many HR systems. 

Natasja Nielsen, Founder & CTO

Post Integration

Secureframe and Finch are just starting to unlock compliance automation using workforce data. Live employee data can be used to identify key stakeholders responsible for different security processes, proactively reach out to individuals that need to re-take security training, and more.

At Finch, we’re excited to partner with game-changing platforms like Secureframe. If you’re interested in exploring workforce data, reach out to us here and start building on our API.

Problem — Pry needed to empower business decision-makers with detailed headcount cost data to supercharge their financial planning process.

Solution — With Finch, Pry is able to surface key insights into employee and contractor costs.

Finance for Founders

Pry is on a mission to empower founders to make better financial decisions.

Running out of cash is the second most common reason start-ups fail, surpassed by the lack of product-market fit. According to CB insights, 29% of start-ups surveyed pointed to cash burn as a key driver of business collapse. For founders busy building, it can be challenging to monitor all the moving pieces of their finances across systems to ensure they have enough runway.

With Pry, businesses can have their accounting, financial planning, and business intelligence all in one place. Features include but not limited to cash runway forecasting, budget vs. actuals, customizable models, hiring plans, scenario planning, and custom dashboards.

In a previous life, I cofounded a tech-enabled accounting company. We helped thousands of companies keep their books (accounting) up to date. While growing, I could feel Javascript improve year after year but the way our finances were done in Excel just got worse and worse. The product I wanted was simple: something to replace the Excel files that the finance gurus use. Pry is that solution that can handle everything from revenue modeling to headcount planning. 

Andy Su, Co-founder & CEO

To accomplish this mission, Pry needed to incorporate data on one of the highest costs for most start-ups: their employees and contractors.

A Finch-Powered Solution for Headcount Planning

Using Finch, the Pry team is able to seamlessly pull in live department and compensation data for each individual at the company and automatically categorize them based on the P&L segments. It’s a nuanced automation but one that materially improves the accuracy of headcount planning.

Previously, admins would need to manually enter in layers of assumptions and categorizations to ensure their team was accurately represented in their financial model. Working with Finch to pull in the raw data from workforce systems, Pry can reduce that manual work into a 30-second sync and keep it updated as the company grows the team.

The Impact:

🔑 70% increase in headcount planning data after 3 days from sign-up.

With Finch, we are able to split employees by department and access data that no one else has (unique resource for financial planning). We care about this because we care about our conversion funnel. Anything that reduces friction and contributes to our conversion funnel is very important from a bottom-up approach. 

Hayden Jensen, Co-Founder & CTO

Where Finch fits in

Pry unlocks headcount planning in <30 seconds:

1. Pry’s dashboard requests employers to link their payroll system.
2. Admin users sync their organization’s system by passing their credentials through Finch’s secure Connect Flow.
3. In a matter of seconds, Pry’s clients can start building headcount planning scenarios to better understand their business’s trajectory.

The end result is a beautiful UX with actionable headcount insights for founders and decision-makers.

Extending Strategic Finance Across the Ecosystem

Over the long term, Pry’s goal is to unlock financial insights for start-ups, CPAs, and investors.

Headcount planning powered by Finch is just the first step in a long journey to improve the future of strategic finance.

Working with Finch has been great. They’re constantly working on adding new integrations to provide better coverage and support for our clients. For any company that has employees and/or is planning to hire, I can’t imagine not using Finch to help automate headcount planning. 

Tiffany Wong, Co-Founder & Head of Ops

At Finch, we’re excited to support innovative platforms like Pry (sign up here!). If you’re interested in exploring workforce data for your application, please send us a message here and let’s unlock a completely new use case together!

Problem: Lane Health, the first company to offer tax-deductible medical loans for employees with Health Savings Accounts (HSAs), needed a secure, compliant way to access employee data and track deductions of different amounts per every payroll period.

Solution: With Finch, Lane Health synchronizes employee data, enabling Lane Health to save 8-12 hours a month of manual data entry for employer admins!

Lane Health

An HSA is a tax-advantaged savings account. An HSA account holder can use it to pay for out-of-pocket qualified medical expenses for themselves and their dependents. Using untaxed dollars in an HSA to pay for copayments, deductibles, etc., can significantly reduce healthcare expenses. Yet many employees choose not to take advantage of an HSA—then regret that decision when faced with high medical bills.

Lane Health is revolutionizing the HSA industry by helping employees pay their medical bills through a unique line of credit. With Lane Health, employees can borrow against future deductions to pay their bills, even if the employee originally elected zero deductions. The company’s award-winning product helps employers stand out and gives employees peace of mind—especially since more than 60% of Americans cannot cover a surprise $1,000 expense.

The First Line of Credit + HSA

Lane Health was the first administrator to combine a line of credit with an HSA, allowing employers to offer tax-effective lending for employees. With Lane Health, employees can pay for care over 12 months, reduce their taxes, and lower their total cash outlay. While the product is especially attractive for employees with a high deductible health plan, Lane Health offers significant benefits to all employees—without risk or lending fees for employers.

In addition to their groundbreaking HSA, Lane Health provides Flexible Savings Accounts (FSAs), Dependent Care Savings Accounts, Commuter Benefits Accounts, and other popular tax-advantaged spending accounts, all bundled on a convenient, single card solution.

Managing Ever-Changing Deductions

For employees who do not elect to fund their HSA—then choose to borrow money through Lane Health—the amount deducted per paycheck will vary, depending on how much the employee owes, how they repay, and other factors. An employee might owe $12 one paycheck, $20 the next, then $25 the next. So instead of entering deductions once per year for 100 employees, for example, an employer now has to enter deductions once every payroll for a few dozen employees.

To accomplish their mission and grow their company, the Lane Health team needed to streamline integration of complex, ever-changing employee data across various payroll providers. However, they needed to move quickly and work within two highly regulated industries—HSAs and lending. That’s when Lane Health began looking for a better solution, and found Finch.

A Finch-Powered Solution for Health Savings Accounts

With Finch, the Lane Health team can save employers countless hours—and dollars—by syncing the entire employer’s system with Finch’s platform.

Previously, employer admins had to pay their payroll provider for a flat file for each payroll period, then send that file to Lane Health. Now, the employer can utilize Finch’s API to sync this data in just a few seconds at a fraction of the cost.

“It’s always an interesting opportunity to partner with somebody that can essentially solve problems, and Finch seems to offer exactly that,” explains Lenny Blyukher, Chief Technology Officer for Lane Health.

Impact

• ⏳ 8-12 hours a month saved by employer admins that would normally be spent updating information in Lane Health or exporting and importing flat files
• $50,000-$100,000 saved by Lane Health using Finch instead of building and maintaining an API in-house

Finch offers a very robust way to integrate with the industry standard web services, and automate all the things that we have to do manually on a regular basis.

Lenny Blyukher, Chief Technology Officer

Where Finch Fits In

All three use cases are unlocked in <30 seconds:

1. Lane Health’s onboarding flow asks employers to link their payroll system.
2. Admin users sync their organization’s system by passing their credentials through Finch's secure and compliant Connect Flow.
3. In a matter of seconds, Lane Health’s clients can start enrolling employees across the organization into HSA and additional benefits.

Peace of Mind for Employees

The exclusive Lane Health HSA makes paying medical bills easier for all employees—not just the few who choose to contribute to an HSA. Moving forward, Lane Health is on a mission to continue providing cutting-edge, inclusive products that improve financial wellness.

We’re sharing our pipeline with Finch, and they’re listening to our suggestions and helping drive our roadmap, which will continue to put us ahead of our competitors.

Crystal Peel, Vice President of Client Solutions

At Finch, we’re excited to support innovative platforms like Lane Health. If you’re interested in exploring workforce data, please send us a message here, and let’s unlock an entirely new use case together!

Problem: Trainual, a B2B SaaS platform that helps SMBs scale their operational processes and employee training protocols, needed a way to seamlessly onboard new customers and users without endlessly building point-to-point integrations with all the HR systems in its target market’s tech stack.

Solution: With Finch, Trainual has experienced a 3,620% increase in its integration setup completion rate, making it easier for customers to invite more users to Trainual—all while reducing development costs by 75%.

Writing the playbooks for business

When businesses come to Trainual for help, they’re usually small but growing fast, and their operational processes—scattered across Google docs and PDFs—can’t keep pace. What they’re looking for is a system to document, organize, distribute, and scale the policies, roles, how-tos, hierarchies, and responsibilities that make everything run.

Trainual serves as that single source of truth. With a Trainual account, customers have access to easy-to-follow, pre-built templates and tutorials for creating their business’s unique playbook, as well as the interface they need to share that information with their staff and ensure its consumption. Trainual’s goal? To make more businesses successful and help all the people within their customers’ organization love their job and do it effectively every day.

A classic build vs. buy debate

When a business signs up for Trainual, every employee in that organization needs to be entered into the system in order to properly map the roles, responsibilities, and SOPs that make Trainual’s playbooks so effective. Every employee is also granted access to the system so that the materials developed are always at their disposal.

In order to deliver a seamless experience, Trainual knew it had to integrate with the HR and payroll systems its customers use to manage their employee records. The alternative—asking customers to manually enter or upload individual employee data—was a nonstarter.

So, Trainual began building point-to-point integrations with individual systems as the need arose. As its tech team added more integrations, the undertaking became increasingly complicated and time-consuming, leaving them with a decision to make: Should they continue their course of building one-off integrations? Should they build an API? Or should they outsource integrations to a third-party provider?

For the fast-moving startup, the decision was clear. Trainual knew that partnering with an integrations provider would allow it to meet customers' expectations in a much shorter time frame. Finch was the solution.

The impact

With Finch’s single, universal API, Trainual immediately grew its integration coverage by 137% but only had to build to one centralized point instead of many, disparate systems, saving weeks of developer time and effort. Combined with the effects of outsourcing integration maintenance to Finch, Trainual has realized a 75% reduction in development costs.

Now, Trainual has greater alignment than ever with HR and payroll systems in the SMB space, meaning more of its customers use the systems Finch connects to. In turn, Trainual has experienced a 3,620% increase in its integration setup completion rate.

Where Finch fits in

Trainual customers feel the impact of Finch in the seamlessness of their customer journey. When they’re prompted to invite additional users into the system, they’re presented with a banner of all the different integrations Trainual supports. With Finch behind the scenes providing the rails the data travels on, Trainual customers can securely transfer their company’s employee data in two simple steps:

1. Customers select their organization’s HR or payroll system from the options provided.
2. They sync their organization’s system and permission the data transfer by passing their credentials through Finch's secure, compliant, and white-labeled Connect modal.

In moments, Finch authenticates the connection and Trainual can begin importing employee data—fields like name, title, role, start date, and supervisor—to set up new user accounts.

Because the data connection is continuous, Trainual can instantly onboard and offboard new and former employees as necessary, without asking customers to update their user data. It’s critical automation for a platform that prides itself on being built to scale with customers. The ease with which new user accounts can be added has also resulted in more user accounts across the board—an important metric for Trainual.

Finch removes friction and streamlines the process of onboarding our customers and setting up new employees down to a matter of seconds. We push Finch early in our customer journey, because we know that customers who take advantage of those integrations turn into our most successful accounts.

Taylor Sell, Director of Product

Beyond onboarding

In addition to seamless onboarding, Finch empowers Trainual with the data-driven visibility to make more insightful recommendations for its customers.

Based on the data we’re able to glean from integrations—industry, company size, reporting structure, titles, tenure, etc.—we can tell customers what they should be documenting and the policies and processes they should be following. It opens up a more nuanced recommendation engine for us.

Taylor Sell, Director of Product

Continual expansion

One of the most exciting and reassuring aspects of Trainual’s relationship with Finch is the proven knowledge that Finch’s coverage is ever-expanding and won’t constrain Trainual’s own growth or ability to make a sale.

As a new request for an integration comes in from one of our customers or we see a new provider that's coming up, we've had a great experience going to the Finch team and asking, “Is this something that you have on your roadmap?” And so far, every single one we've recommended has been added within about a week. As people request it, Finch is adding integrations quickly.

Taylor Sell, Director of Product

Without the worry of building or maintaining its integrations, Trainual’s tech team has been able to move its focus away from how to get more users into the system toward the things that matter most: the training and documentation functions that constitute the core of Trainual’s product.

At Finch, we’re excited to support innovative platforms like Trainual. If you’re interested in exploring workforce data, enter your email address on our homepage here to get API keys today.

Problem: Green Places relies on customers’ HR data to perform key carbon footprint calculations. To get what it needs, Green Places had to ask customers to upload the data via spreadsheets and CSV files—a high-friction, time-consuming, and low-fidelity process.

Solution: By integrating with Finch, Green Places has direct, secure, and permissioned data connectivity to 90% of the HR platforms its customers use every day—saving customers 5 to 7 hours at onboarding and unlocking new possibilities for Green Places’ product roadmap.

Collective action against climate change

It has never been more critical for businesses to minimize their environmental impact, but traditional pathways to assessing and reducing a business’ carbon footprint are, for many businesses, prohibitively expensive.

Green Places is changing that. Through its tech-first, science-backed approach to calculating, reducing, and offsetting emissions, Green Places is making sustainability attainable, so that businesses of all sizes have the power and opportunity to make a difference.

A friction-filled onboarding flow

To arrive at accurate emissions calculations, Green Places taps into many different kinds of data sources, including utility companies, databases managed by the Environmental Protection Agency, Google Maps, business accounting systems, and more.

One of Green Places’ most important data sources is the HR platforms its customers use to manage their human capital. HR platforms house many of the keystone data attributes Green Places depends on, including the number of employees a customer has, where each employee is based, and the location of their workspace. When combined with data from other sources, Green Places can determine important markers like how much clean energy versus fossil fuels a customer expends to power its physical operations and the total environmental impact of its employees’ commute.

But without direct connectivity to HR platforms, Green Places had to ask its customers to upload their HR data manually via spreadsheets and CSV files. It was tedious, time-consuming, and compromised Green Places’ mission to put seamless sustainability within reach.

The impact of connectivity

Green Places knew it had to automate the data retrieval process and set a goal of pulling 80% of emissions data across all source types. But when it came to HR data, Green Places found that most integration providers lacked breadth and depth of coverage. The sustainability platform was about to embark on a piecemeal initiative to cobble together multiple partial solutions, when it learned about Finch.

Above all, Green Places was impressed with Finch’s comprehensive coverage. With Finch’s single, universal API, Green Places gained real-time connectivity to more than 90% of its customers’ HR platforms. Just as critically, Finch affords Green Places more time and bandwidth to allocate to other areas of product development.

"We’ve always had the goal of making our product as straightforward as possible through integrations. So, now that we have a universal integration into HR platforms through Finch, we can devote our time to focusing on unlocking commerce data and other data silos."

Alex Lassiter, Green Places’ Founder and CEO

Where Finch fits in

Since partnering with Finch, customers have the option to securely connect their HR platform directly to Green Places’ system. From start to finish, the connection takes moments:

1. Customers select their HR platform from the options provided.
2. They sync their account and permission the data transfer by passing their credentials through Finch's secure, compliant, and white-labeled Connect modal.

Instantly, via a single API integration, Green Places has access to the data it needs to perform 40% of a customer’s emissions calculations. Meanwhile, customers are spared anywhere from 5 to 7 hours they would otherwise spend manually collecting and uploading HR data.

Fueling future innovation

Finch also opens up a world of potential for the sustainability platform.

Traditionally, carbon accounting is based on historical data, but with Finch’s live data connection, Green Places is uniquely positioned to upend the status quo and build carbon accounting services that are based on real-time computations.

Green Places is also planning to leverage Finch’s comprehensive HR endpoints, including employee email addresses, to fuel a higher degree of employee interaction. The goal is to foster authentic sustainability cultures within workplaces that influence systemic change.

"With Finch, we have the opportunity to make sustainability and green policies core to employees’ work experience, so that change doesn’t just happen at the top; it comes from all directions."

Alex Lassiter, Green Places’ Founder and CEO

At Finch, we’ve made it our mission to support innovative platforms like Green Places access the global employment ecosystem. If you’re interested in learning more about the potential and power of workforce data, enter your email address on our homepage here to get API keys today.

Problem: To be the best-in-class employee rewards platform customers want and expect, PerkUp needed seamless, reliable access to employee data that could power time-saving automation.

Solution: With Finch, PerkUp was able get up and running with HRIS integrations in a sprint and offer their customers a seamless syncing experience. After using Finch for over a year, PerkUp was able to lower support costs, create stickier customer relationships, and expand their TAM, all without having to dedicate resources to maintaining the Finch integration.

Rewarding and recognizing employees. globally

PerkUp helps businesses drive employee engagement by making it easy for them to manage and scale their employee rewards program. Through PerkUp’s comprehensive but simple-to-use platform, customers can send incredible, curated gifts to employees worldwide.

The data conundrum

PerkUp’s primary users are busy HR and people operations professionals who are increasingly protective of their time. PerkUp knew that to be a vital solution, they would need to deliver on ease of use and reliability through automation.

But automating employee gift-giving requires employee data—fields like name, start date, birthday, location, and manager. That gave PerkUp a choice: build a sophisticated CSV uploader or find an integration solution that connects directly to customers’ HR information systems (HRIS).

PerkUp knew that a CSV uploader would not only be a heavy lift, it would also only transfer static data that would need to be regularly refreshed by the platform’s users—a friction PerkUp wanted to avoid.

Next, PerkUp considered an iPaaS provider, but ultimately didn’t want to take on the burden of managing the workflows in-house. They needed an integration solution that would enhance the performance of their product without taxing their internal resources.

That’s when PerkUp turned to Finch.

Streamlining the onboarding experience

In less than a single engineering sprint, PerkUp was up and running with Finch, creating a truly best-in-class data syncing experience.

The mechanism by which Finch works is easy, secure, and intuitive. PerkUp customers simply connect their HRIS at onboarding in two steps:

1. They select their HRIS from the options provided.
2. They sync their account and permission the data transfer by passing their credentials through Finch’s white-labeled Connect modal.

Instantly, PerkUp has data access, and customers can create the rules they need to automate their gift-giving workflows—like sending employees rewards on their birthday or company swag on their first day on the job.

What’s more, the data connection is continuous and refreshes every 24 hours, ensuring PerkUp is always working from the most up-to-date employee information. Compared to flat-file transfers and manual data syncs, the efficiencies are enormous.

Finch saves our customers time and headaches, which means they require less customer support from us. We've had 400-person companies connect their system in minutes. When that happens, it's amazing.

Thomas Mirmotahari, PerkUp's Co-Founder & CEO

Built to set and forget

Finch is designed to create a seamless "set-it-and-forget-it" experience for both PerkUp's engineers and customers.

In the year that PerkUp has been using Finch the engineering team was able to shift virtually all resources away from managing the Finch integration, only having to make updates for new data fields. Moreover, PerkUp's customers were able to establish long-lived connections to their HRIS without having to check if data was stale, creating a smooth, consistent experience.

Finch is like the Plaid of HRIS. We love that they’re going deeper, both in terms of the providers they’re adding and the data they’re retrieving. That's the type of partner that we want.

Thomas Mirmotahari, PerkUp's Co-Founder & CEO

Driving lasting business impact

Finch’s ever-growing coverage of the long-tail also expands PerkUp’s target addressable market and helps the sales team make inroads with innovative employers using next-generation HRIS.

When Finch released the HiBob integration, for instance, PerkUp was able to go back to leads who had been asking for it. PerkUp says that made their team look great to prospective customers—like they had done the work to cater to their request—when, really, it was their Finch partnership that made it possible.

Beyond sales, Finch also supports one of the platform’s primary revenue streams. For PerkUp, the business case is clear:

Finch makes our product much stickier. As our customers grow, Finch reduces the admin burden for them, embeds us more deeply in their operations, and generates additional per-employee-per-month fees for us. It supports our business on multiple levels.

Thomas Mirmotahari, PerkUp's Co-Founder & CEO

In fact, there are a surprising range of business outcomes that Finch's integrations can impact. Learn more about the eight key business KPIs that we can improve at your company here.

At Finch, we’ve made it our mission to enable innovative platforms like PerkUp create the best experience for their customers. If you’re interested in getting hands-on with employment data, sign up for a free Finch developer account today!

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Problem: Corporate Merch knew integrating with HR and payroll systems was mission-critical, but they needed to get to market quickly while also ensuring their customer base was fully covered. Before the company could commit to partnering with Finch, they needed us to add two key integrations to our 180+ list of supported systems—fast.

Solution: With a proven process in place to build integrations quickly, we successfully added both providers within weeks, and Corporate Merch was able to go live with automated integrations as large customers started onboarding.

Swag-as-a-service Platform

Corporate Merch is a new breed of swag company. Not only do they create quality branded gift items for their customers to send to employees, clients, and partners, Corporate Merch also provides state-of-the-art storage and packages and ships swag item-by-item to intended recipients. The linchpin of their operation is a proprietary software system that lets customers easily view, manage—and automate—their inventory, orders, and shipments.

Integrations as a path to differentiation

Early on, it became clear to Corporate Merch that the employee swag space, in particular, needed disrupting. The reason? People operations professionals typically have to use antiquated and ad hoc solutions like spreadsheets and Google Forms to collect and track employee data and manually distribute merchandise.

Corporate Merch knew that automating these tasks would be a gamechanger—and that the key to automation would be integrating with the HR and payroll systems customers use every day to house employee data. The problem was, building all of the integrations they required to cover their customer base would take two years and a lot of patience. For Corporate Merch, that was a non-starter.

A ready and responsive partner

Corporate Merch needed a partner that could help them get integrated quickly, so they could go live with automations just as fast. Finch emerged at the top of the pack for its employment system expertise, ease of use, overall support, and technical responsiveness.

Working with the Finch team has been a breeze, and they know this space through and through—that's why we chose them.

Daniel Spirgel, Corporate Merch's President

But the partnership came with a stipulation: Finch first had to integrate with two new SMB and enterprise systems essential to Corporate Merch’s customers that were missing from Finch’s coverage network.

With a proven, proprietary system for building integrations in place, our development team was able to successfully build and test the both complex integrations in a matter of weeks, enabling Corporate Merch to get unblocked with larger customer implementations.

Finch held our hand through the whole process. They showed us the endpoints that we would want to focus on and what to stay away from. They answered all of our questions. We wouldn't have gone live so quickly if it wasn't for their help and their concern about us building it the right way.

Daniel Spirgel, Corporate Merch's President

What’s more, the support didn’t stop at implementation. Spirgel says he values the guidance Finch continues to offer the Corporate Merch team as they plot out their product roadmap, including how responsive Finch is to their questions over Slack.

Automating celebration

The effect on Corporate Merch’s user experience has been remarkable. Now, customers have the option to securely connect their HR or payroll system at onboarding, all in a matter of moments:

1. Customers select their HR or payroll platform from the options provided.
2. They sync their account and permission the data transfer by passing their credentials through Finch's secure, compliant, and white-labeled Connect modal.

This connection allows customers to set up triggers that automate the swag process, like sending out gifts for employees’ birthdays or work anniversaries or distributing onboarding kits when new hires join the team. Most importantly, the connection is continuous, so that as employees come and go from customers’ organizations, Corporate Merch’s system is kept up to date.

As for coverage, Corporate Merch hasn’t run into a customer yet who hasn’t been able to integrate via Finch.

Now, we are confident that when we walk into a demo meeting, the integration that a prospective client needs is already built. I’d say 95% of our clients’ HR and payroll systems are covered through Finch.

Daniel Spirgel, Corporate Merch's President

At Finch, we're committed to enabling innovative platforms like Corporate Merch create the best experience for their customers. If you’re interested in getting hands-on with org-wide employment data, sign up for a free Finch developer account today!