OnTop
Scale your business globally with an all-in-one HR and Payroll solution. Manage and pay your international teams anywhere in the world.
OUR IMPACT
Reduced Churn by 33%
Web App Development
Industry
FinTech
Stage
Series A
Company Size
400+
Backed By
Y Combinator, Vision Fund, & more
background
The project involved planning, building, and supporting the development of QuickBooks and BambooHR API integrations, enabling seamless data exchange between platforms.
OST Project Team
CLIENT GOAL
Their primary goals were related to customer acquisition and reducing customer churn. Some of their goals were to:
Acquire new customers by offering enhanced integrations.
Prevent churn by saving existing customers who needed BambooHR integration.
Prevent churn by saving existing clients who required QuickBooks integration.
challenges
The team encountered several challenges, including adhering to a tight schedule and adapting to evolving client needs.
key features
QuickBooks Integration:
Create new vendors in QuickBooks when new workers start contracts in OnTop's platform
Bulk sync previously created vendors in QuickBooks via email address validation.
Update vendor information (name, address, contract type) seamlessly.
Create new invoices in QuickBooks and associate them with vendors generated in OnTop's platform.
Update invoice statuses to paid in QuickBooks once payments are processed in OnTop's platform.
BambooHR Integration:
Initiate onboarding (KYC) processes in OnTop's platform when new workers are added in BambooHR.
Update workers' information in OnTop's platform based on changes in BambooHR.
Create bulk profiles and initiate onboarding processes for new contractors listed in BambooHR.
Activate contracts in OnTop's platform upon start dates indicated in BambooHR.
Terminate contracts in OnTop's platform upon removal or termination dates in BambooHR.