CASE STUDY
The Fractional Finance Fix: Reporting Made Easy with Round
A simple, time-saving, and transparent tool for part-time professionals.
Polly
Virtual Assistant
Tools That Work For You… Not Against You
Polly, a virtual assistant at Pave, was tasked with reporting financial information for the credit-building startup, Pave. She faced:
- Multiple Logins: Accurate reporting required logging into multiple bank platforms.
- Limited Visibility: With no centralised system, keeping track of cash flow and balances was taxing.
- Complex Reporting: Month end consumed hours with siloed data scattered across platforms.
“The tools I had, before Round, made everything much harder than it needed to be,” Polly explained.
Simple Adoption for Part-time Professionals
With rapid onboarding, Round turned Polly’s financial headaches into clarity and control, providing Pave with:
“Round isn’t just easy—it’s made for people like me who don’t have the luxury of a full finance team.”
One Dashboard for All Accounts
Round’s single platform eliminated the need to juggle multiple logins.
Streamlined Reporting
Monthly tasks that once took hours were completed in just 30 minutes.
Crystal-Clear Insights
Real-time balances and spending patterns were now at her fingertips.
Effortless Reporting
With Round, Polly achieved almost immediate results:
“Round gave me back my time and made reporting painless. For someone paid by the hour, that’s huge for Pave”
Month-end tasks dropped from hours to just 30 minutes.
A centralised system reduced the risk of errors.
Real-time monitoring now ensures smooth operations during busy seasons.
Features for Busy Fractional, Virtual, and Part-Time Workers
Polly didn’t evaluate many tools before Round, but she didn’t need to. Round’s intuitive design and hands-on support met all her needs as a busy fractional executive.
Quick Setup
With instant onboarding, she started seeing results on day one.
Feedback
Her feedback was taken seriously, directly shaping product updates.
Practical Features
Round has everything you need, without adding complexity.
Polly’s Perspective
"Round isn’t just another tool—it’s the only tool I trust to make my work faster, easier, and smarter. It’s simple, clear, and built for people like me who need to get things done."
Effective Simplicity
Polly’s experience with Round highlights exactly what time conscious professionals value: a tool that delivers simplicity, speed, and clarity. From rapid onboarding to its intuitive design, Round transformed Pave’s financial management into an effortless process.
With clear visibility into every transaction and report, Polly gained the transparency and control she needed without the hassle of complex systems.
In her words, “Round makes financial management so simple, I almost forget how hard it used to be.”
