We were drowning in spreadsheets. Edderton Scott didn’t just give us software; they gave us a scalable operating system that the board actually trusts.
The Breaking Point
Context: Novus Pay had just closed Series B funding. Headcount jumped from 15 to 60 in six months.
The Friction: "I was spending my Sundays manually reconciling HubSpot data with Xero just to prepare for the Monday board meeting. We had lost visibility. We hired brilliant people, but they were stuck doing manual data entry instead of strategy."
The Risk: "Compliance was my nightmare. We were onboarding merchants via email threads. One missed document could have cost us our license."
The Transformation
The Engagement: Edderton Scott conducted a 2-week Discovery sprint, mapping every touchpoint from 'Lead' to 'Legally Onboarded'.
The System: "They built a unified command center. Sales happens in HubSpot, but the moment a deal is signed, an automated orchestration layer takes over. Contracts are generated, KYC checks are triggered, and Finance is notified—zero human touch."
The Result: "I don't reconcile data on Sundays anymore. I look at a live dashboard that tells me exactly where the business stands."