Solutions / Finance
Billing, ERP, revenue recognition, expense routing, reconciliation — if it's manual and repeating, Tray.ai can automate it.
Invoice approvals, expense routing, revenue recognition, month-end reconciliation, payroll handoffs — finance teams run the same processes on repeat, manually, every cycle. Tray.ai automates them once and runs them reliably at scale. Auctane achieved 356% ROI in 3.5 months. Zuora syncs 2M+ records a day. Mixpanel cut manual effort per sales order by 25%.
Deal closes in CRM, the billing, ERP, and revenue recognition cascade fires — automatically. No handoff that needs a human.
Zuora syncs 2M+ records/day across $400B+ in managed integrations. Numbers match without manual reconciliation.
Every workflow run logged, every step traceable. SOC 2 Type II, SOC 1 Type II — baked into the platform.
Auctane cut $200K+ annually and returned 50 hours/month to ops. Less chasing data, more time on analysis.
−25% manual effort per sales order at Mixpanel
“Automation has fundamentally changed our approach to building processes. So far, we have yet to find something that Tray can't do.”
Teams the finance role tracks for fit, scale, and proof.
Logistics
Auctane — parent company to ShipStation, Stamps.com, ShipEngine, and more — was onboarding up to 30 users a month through a mix of manual da …
Read the story →Tech / SaaS
Zuora runs 200+ SaaS applications across the enterprise. As AI capabilities surfaced across those systems — each with its own interface, ass …
Read the story →Tech / SaaS
Mixpanel's finance team was reconciling closed-won contracts between CRM and ERP by hand on every sale — the order-to-cash process couldn't …
Read the story →The use cases this role pursues first on Tray.ai.
Quote to cash. Every handoff automated.
Automate the full order-to-cash process — from quote to order capture, fulfillment, invoicing, payment, and cash recognition — across CRM, ERP, billing, and finance systems on one platform.
Manual work, automated.
Automate the manual work IT hasn't gotten to — across 700+ connectors, with audit trails baked in. Without waiting for engineering.
Integration without the integration backlog.
Replace MuleSoft, Boomi, or whatever stitched-together iPaaS is slowing you down. Tray.ai connects 700+ apps and prepares data in flight — at enterprise scale, in days not quarters.
Zuora, Stripe, Chargebee, Recurly (billing), NetSuite, SAP, Oracle ERP (ERP/financials), Salesforce, HubSpot (CRM), Snowflake, BigQuery (reporting). 700+ connectors plus a universal HTTP client for the long tail. One workflow replaces the manual handoffs between them.
By removing the reconciliation steps that extend the close cycle — data that didn't move between billing and ERP, revenue that wasn't recognized because the deal status didn't update, expense reports sitting in an email queue. Tray fires the downstream cascade automatically when the upstream event happens, so close becomes a confirmation, not a data hunt.
Every workflow run is logged, every step is traceable, every credential is scoped. SOC 2 Type II and SOC 1 Type II certifications. HIPAA, GDPR, CCPA compliance. The audit trail finance and your external auditors need is how the platform works — not something added after.
Yes. Routing rules, trigger conditions, field mappings, and approval gates are configurable by operations teams directly. Engineering defines the architecture once; finance ops iterates on the logic. Changes don't require a sprint or a Jira ticket.
Walk through your real systems with someone who's been there.
