Finch

Most integration business cases fall apart before reaching finance. You’ve already chosen to buy instead of build. Engineering costs are too high, maintenance is endless, and you need market coverage faster than your team can deliver. But when it's time to secure budget, the business case breaks down. Why? Because integrations span multiple departments, making it hard to assign a single ROI number that gets approved. 1️⃣ Start with blocked pipeline. How many deals are stalled because you don’t support a prospect’s payroll system? What’s the total contract value tied up? 2️⃣ Consider marketplace exposure. With the right integrations, which partner directories could list your app? How many new leads would that generate? 3️⃣ Quantify coverage gaps. How many more deals could you close with broader system support? What expansion opportunities with current customers are out of reach? 4️⃣ Measure time-to-revenue. If onboarding takes weeks today but could take minutes with better integrations, how much sooner could you recognize revenue? Most teams stop at engineering cost savings. That’s not enough. You need a full ROI model across revenue, engineering, and operations. Assign dollar values to each: ▪️ Lost deals from missing integrations ▪️ Partnership revenue potential ▪️ Expansion opportunities with current customers ▪️ Faster revenue recognition from faster onboarding ▪️ Engineering hours redirected to core product ▪️ Reduced operational headcount When you quantify impact across all three areas, the business case becomes undeniable. Our buyer’s guide walks through the full framework for evaluating HR and payroll integration vendors. It includes the key questions to ask and metrics to track. You’ll also get a free RFP template to speed up your selection process. ➡️ Get the guide (+ free RFP template) here: https://lnkd.in/eVuJ5cAs

Our Commercial Account Executive, Joshua Kaye, wrapped up a great week in Clearwater Beach (surprisingly cold for Florida at this time of year 🧊) connecting with retirement industry leaders at RANDUG. The conversations reinforced what we're seeing across the industry: retirement plan administration is shifting toward tech-enabled solutions that reduce operational overhead and improve the sponsor experience. Thanks to everyone who stopped by to discuss how seamless payroll integrations are becoming foundational infrastructure for modern plan administration.

Finch just opened up our Senior Recruiter role, so if you know someone talented in finding talent, please send them my way! We believe people are the most important part of every organization. Both Jeremy Zhang and I are incredibly focused on expanding our world class team with people that are action-oriented, constant learners, humble, and empathetic. This person will get to work directly with both of us and shape the future of Finch's team over the coming years as the first face applicants meet when kicking off the interview process. Check out the listing here: https://lnkd.in/gbAtHdDX

The right HR and payroll integration partner can drive real business impact. But only if you know what to look for. We’ve highlighted 4 must-have criteria to guide your vendor selection: • Broad system coverage • Seamless employer experience • Deep domain expertise • Security and scale that support growth These pillars will help you move faster, reduce engineering overhead, and improve onboarding. ➡️ Swipe through, then grab the full Buyer’s Guide and RFP template to support your decision-making here: https://lnkd.in/eCXd4a8i

‼️ Tomorrow's Webinar Agenda! We still have spots open if you would like to register: https://lnkd.in/guNZj46M You won't want to miss this one featuring Ilene Ferenczy of Ferenczy Benefits Law Center, Narendran (Naru) Muraleedharan of Stax.ai, and Gayathri Somanath of Finch!

Building direct payroll integrations was taking Remodel Health 6 to 12 months per provider. Some systems were completely inaccessible due to prohibitive API fees or lack of partnership options. To scale faster, they evaluated unified API solutions. The decision came down to specialization. "In theory, payroll is simple. In practice, it's a jackknife with 70 different configurations. Finch speaks the language of deductions and reimbursements and knows how to handle complexity, while generic aggregators just know how to map the fields." - Richard Perrin, CTO, Remodel Health With Finch, Remodel Health launched roster sync across 5 new systems in under 2 months, over 80% faster than building in-house. They now support automated deductions management for BambooHR, Paycom, Paycor, and Ultipro through one integration. Read how Remodel Health turned integrations into a competitive advantage.⬇️

Stax.ai chose to buy instead of build payroll integrations. Data is the backbone of TPA operations, but it's deeply fragmented. Plan sponsors manually enter information into spreadsheets, leading to errors and constant reconciliation. Narendran (Naru) Muraleedharan, Founder and CEO of Stax.ai, saw an opportunity to connect directly to payroll providers and pull data from the source of truth. But building those connections would have required scaling the engineering team significantly. "When we made that build versus buy decision and chose buy, it's because we didn't want to scale up our engineering team to focus on maintaining hundreds or thousands of connections in the long run." By partnering with Finch, Stax.ai achieved 80% integration adoption, year-end census data up to 4 months faster, and an average 28% increase in client satisfaction. ➡️ Read the full customer story: https://lnkd.in/eKNRYSEw

Manual data entry remains the retirement industry standard, and it's stalling AI innovation before it begins. At SPARK Forum 2025, our CEO Jeremy Zhang led a panel with leaders from TIAA, FIS, and Deloitte on how to enable AI-driven retirement innovation. The consensus was clear. Without API-based infrastructure and standardized data exchange, AI remains theoretical. One panelist described today’s sponsor data submission as “basically an online manual entry...essentially a half step above a cocktail napkin.” The way forward is to build systems now that support the technology sponsors will expect in the future. That includes automated payroll data exchange, modular platforms that accelerate innovation, and strong strategic partnerships. Key discussion points included: ▪️Breaking down barriers to innovation ▪️Maintaining sponsor trust and preparing for future needs ▪️How regulation can support AI adoption ▪️Why partnerships now offer a competitive edge 🔗 Read the full recap for insights on how to build the foundation AI needs in retirement: https://lnkd.in/eKNX6v3G