Happay
  • Solutions
    • Travel & Expense
      • Travel & Expense Management Software
      • Employee Tax Benefits
      • Branch Petty Cash
      • FleetXpress
    • Happay Cards
      • Prepaid cards
      • Epic Cards
      • World Travel Card
      • Invoice
  • Card Stack
  • Resources
    • Blog
    • Webinars
    • Ebooks
    • Happay FAQ
    • Customer Speaks
  • Company
    • About Us
    • Careers
    • Press Release
    • Partner with us
    • Contact Us
No Result
View All Result
Happay
  • Solutions
    • Travel & Expense
      • Travel & Expense Management Software
      • Employee Tax Benefits
      • Branch Petty Cash
      • FleetXpress
    • Happay Cards
      • Prepaid cards
      • Epic Cards
      • World Travel Card
      • Invoice
  • Card Stack
  • Resources
    • Blog
    • Webinars
    • Ebooks
    • Happay FAQ
    • Customer Speaks
  • Company
    • About Us
    • Careers
    • Press Release
    • Partner with us
    • Contact Us
No Result
View All Result
Happay
No Result
View All Result
Home Case Studies

Case Study – Smallcase

Smallcase achieves seamless corporate payment automation using EPIC cards

Team Happay by Team Happay
May 24, 2023
in Case Studies
Schedule a Demo Contact Us
Smallcase Case Study

Table of Contents

Toggle
  • About Smallcase
  • Small companies to unicorns to multi-billion dollar companies: Expense management is a non-negotiable affair
  • The bigger the fintech organization, the bigger the expenses to manage
  • Why spend indefinite time on managing expenses, when you can simply manage them with EPIC?

About Smallcase

Smallcase thumbnail

In 2015, three IITians from IIT Kharagpur started Smallcase with a vision to build a new generation of investments with technology as a backbone. The main objective of the founders was to build a trusted financial ecosystem with advisors, brokers, and other market participants for investors.

Over time, Smallcase has taken the Indian capital market by storm. Every day, Smallcase’s products are used by the most respected brands to provide a delightful customer experience.

Small companies to unicorns to multi-billion dollar companies: Expense management is a non-negotiable affair

Smallcase, the fastest growing investment platform, is conscious of the fact that there is a need for an extensive corporate payment solution. This is where Happay EPIC, India’s most favorable corporate payment solution for enterprises, put its expertise to the best use.

The Happay corporate payment solution defines a creative detailing and visualization of expenses, which allows the finance team to take control of their expenses in a diversified manner.

The bigger the fintech organization, the bigger the expenses to manage

With extensive corporate payments, saving funds is a big challenge. Smallcase realized that traditional banking cards were really expensive and did not offer any micro visibility into their spends. Smallcase needed to come up with a solution that would:

  • Provide a one-stop platform for corporate payment solutions
  • Save funds in FDs and other collaterals
  • Provide versatile payment options

To address these concerns, Happay used its expertise and experience to curate innovative corporate payment solutions.

“The traditional system had these loopholes: no clarity on expenses, monthly billing cycle, no specific login for users, and no multi-user access. EPIC offers a user-friendly dashboard with multiple cards for one corporate account and multi-user access. Unlike banks, there is no collateral involved. EPIC has made it easy to make out the burns from the teams.”

– Pratik Lohiya, AVP Finance, Smallcase

Unlike FD-backed bank credit cards, Happay EPIC provides collateral-free credit limits, which helps save 120% of the limits previously spent on FDs. The indefinite spending hours for managing miscellaneous spending and cost centre or P&L perspective can now be cut down to a few seconds using the dashboard provided by Happay EPIC cards.

The easy-to-manage and clean dashboard allows the admin to upload the excel dump transactions soon after exporting, which helps save 90% of the time spent on expense management. Unlike bank credit cards, EPIC cards have done away with the traditional and dated practice of waiting for OTPs to execute any transactions.

Why spend indefinite time on managing expenses, when you can simply manage them with EPIC?

The faster processing times of EPIC cards help save several hours spent on documentation in the bank. EPIC covers all domains in corporate spending, whether it’s digital ads, software tools, tech tools, or business spending. Smallcase enjoys the following benefits of EPIC cards:

  • Forex charges: Forex charges are around 4% and EPIC does not charge anything
  • Rewards: Smallcase uses the EPIC card rewards effectively by spending the rewards earned to pay for other expenses, thus helping save funds
  • Greater accountability: The bi-monthly checks on spending helps Smallcase from an accounting perspective. The finance team uploads the excel dumps to Tally soon after exporting, saving time and efforts
  • Usability: EPIC cards are used by the Admin, Tech, CX, Marketing, Tickertape teams

“We love managing expenses with Happay EPIC. With its distinctive features, Happay stands out from the other players on the market.”

– Pratik Lohiya, AVP Finance, Smallcase

Related Posts:

  • Financial Planning: What is it, Types, Objectives,…
  • Cost of Capital: What is it, Types, Formula &…
  • Financial Analysis: What is it, Types, Objectives,…
  • Financial System: What is it, Importance,…
  • Capital Expenditure (CapEX): Meaning, Types,…
  • Capital Investment: Meaning, Types, How it Works…
Next Post
emkay-case-study

Case Study – Emkay Global

Discussion about this post

Table of ContentsToggle Table of ContentToggle

  • About Smallcase
  • Small companies to unicorns to multi-billion dollar companies: Expense management is a non-negotiable affair
  • The bigger the fintech organization, the bigger the expenses to manage
  • Why spend indefinite time on managing expenses, when you can simply manage them with EPIC?

Related Articles

  • Financial Planning: What is it, Types, Objectives,…
  • Cost of Capital: What is it, Types, Formula &…
  • Financial Analysis: What is it, Types, Objectives,…
  • Financial System: What is it, Importance,…
  • Capital Expenditure (CapEX): Meaning, Types,…
  • Capital Investment: Meaning, Types, How it Works…
Schedule a Demo

Get started with Happay now!

If you are looking to understand how our products will fit with your organisation needs, fill in the form to schedule a demo.

Schedule a demo

© 2023 Happay

No Result
View All Result
  • Solutions
    • Travel & Expense
      • Travel & Expense Management Software
      • Employee Tax Benefits
      • Branch Petty Cash
      • FleetXpress
    • Happay Cards
      • Prepaid cards
      • Epic Cards
      • World Travel Card
      • Invoice
  • Card Stack
  • Resources
    • Blog
    • Webinars
    • Ebooks
    • Happay FAQ
    • Customer Speaks
  • Company
    • About Us
    • Careers
    • Press Release
    • Partner with us
    • Contact Us

© 2023 Happay

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In