The Challenge
Polly, a virtual assistant at Pave, was tasked with reporting financial information for the credit-building startup.
The treasury problem:
- Accurate reporting required logging into multiple bank platforms
- No centralised system for tracking cash flow and balances
- Limited visibility across accounts
- Siloed financial data across platforms
The AP problem:
- Month-end reporting consumed hours
- Data scattered across systems made reporting complex
- Increased risk of errors due to manual processes
- No streamlined reporting workflow
The quote:
“The tools I had, before Round, made everything much harder than it needed to be.”
— Polly, Virtual Assistant at Pave
Alternatives Considered
Polly didn’t evaluate many tools before Round, but existing tools were already creating friction.
For Treasury:
- Multiple bank platforms - Required separate logins and manual tracking
- Manual reporting processes - Time-consuming and inefficient
- Siloed systems - No centralised visibility
For AP:
- Manual workflows - Required hours of effort at month-end
- Fragmented data systems - Increased complexity in reporting
Core issue: Existing tools made reporting slower, more complex, and error-prone, especially for part-time professionals.
The Solution
Round provided a simple, centralised system designed for part-time finance professionals.
Treasury Module
- One dashboard for all accounts
- Real-time visibility of balances and cash flow
- Centralised system replacing multiple logins
- Simple interface designed for ease of use
“Round isn’t just easy, it’s made for people like me who don’t have the luxury of a full finance team.”
The Results
Time saved:
- Month-end reporting reduced from hours to 30 minutes
- Significant reduction in time spent logging into multiple systems
- Faster reporting during busy periods
Risk eliminated:
- Reduced risk of reporting errors
- Improved visibility across all accounts
- Better control over financial operations
Key Features They Love
One dashboard for all accounts:
“Round’s single platform eliminated the need to juggle multiple logins.”
Streamlined reporting:
“Monthly tasks that once took hours were completed in just 30 minutes.”
Real-time visibility:
“Real-time balances and spending patterns were now at her fingertips.”
Responsive and practical product:
“Round isn’t just another tool—it’s the only tool I trust to make my work faster, easier, and smarter.”
The Setup
Onboarding was rapid with instant setup, allowing reporting improvements from day one without requiring complex processes or restructuring.
Looking Ahead
Round continues to provide a simple, fast, and transparent system for financial reporting, enabling part-time professionals to manage finance efficiently without added complexity.
About Pave
Pave is a fintech company focused on improving access to credit by building tools that help individuals strengthen their financial health and enable businesses to make better lending decisions.
Through its consumer products and its B2B platform, Fuse, Pave uses Open Banking data, credit file data, and proprietary insights to power more accurate, inclusive, and efficient credit decisioning.
About Round
Round builds AI-powered financial infrastructure that automates treasury, AP, and payroll operations for European companies and VC funds. Backed by Alstin Capital, Round helps finance teams earn more on idle cash while spending less time on operational busywork.
