Edge Delta was rapidly transitioning from a startup to a midsize SaaS enterprise. But with that change came growing pains—namely, figuring out how to manage the company’s financial operations more efficiently. Edge Delta initially relied on Brex for corporate credit cards and spend management, which Dan Perez, the company’s Head of Finance, said worked well for a small team but became a bottleneck as Edge Delta scaled. He described his early days at the company as working with “a lot of ghost cards” and a “non-existent” approval process that made financial oversight difficult and created unnecessary risk. Plus, the spend management process was overly complicated.

“The biggest issue we had with Brex was that it was another tool,” Dan explained. “Somebody had to remember to log in and make sure that they found each transaction or they increased the limit for whichever cardholder—but then you had to invite the members in there, so the provisioning and deprovisioning of users was just annoying, to be completely honest.”

On top of that, Brex didn’t integrate well with other tools in Edge Delta’s tech stack, like QuickBooks Online (QBO) and the company’s ERP.

“Brex is a credit card first, so they don't really think about syncing with our ERP and other tools,” Dan said. The operational inefficiencies that arose from poor synchronization between disparate systems not only consumed valuable time, but also increased the risk of errors during financial reporting, a critical issue as Edge Delta prepared for its first-year audit.

In Rippling, Edge Delta found an integrated financial solution that helped them streamline operations, enforce tighter financial controls, and support scalable growth.

Rippling made Edge Delta’s financial management seamless by consolidating multiple functions into a single platform. This proved crucial because it simplified user provisioning and deprovisioning—a task that was manual and time-consuming with Brex.

“I think a significant advantage is that we consolidated Brex and Expensify into one spend management solution with Rippling,” Dan said. “When somebody signs up, as an employee, they'll get access to spend management automatically as they go through their background check and all the other workflows that we have in Rippling,” Dan said. “When we onboard new employees, it's very straightforward: You go to one tool, this is how you're going to do reimbursements, these are your credit cards, this is how you're gonna do payroll. It is a very straightforward workflow. So consolidation was definitely an advantage.”

A critical feature that attracted Dan to Rippling was the ability to create and enforce robust approval policies. This was especially important from a compliance perspective for Edge Delta.

"I liked Rippling’s approval policy creation. Making sure there's manager approval, accounting approval, and that we can set dollar thresholds for everything is important," he said. Even better is the fact that once the policy is set, it applies to all relevant employees—no manual work required for Dan.

This is in stark contrast to Brex, where Dan said the “approval process was a little bit non-existent.” Since setting up automated spending approval policies with Rippling, Edge Delta has undergone an audit where Dan said the new financial policies and controls got positive feedback from auditors.

Finally, Dan was impressed with Rippling’s ability to integrate effortlessly with the rest of Edge Delta’s tech stack, especially NetSuite, the ERP system that Brex couldn’t sync with. This integration allows for real-time data synchronization, which has improved the accuracy and timeliness of Edge Delta’s financial reporting.

“It's very easy to go to NetSuite and reflect back to Rippling what we're seeing—it's one to one,” Dan said.

There's not a lot of shiny things I can say about it, other than just, it gets out of the way. And that's probably the biggest compliment I can give a tool: it literally does not make my job harder. It makes it easier by being intuitive and kind of staying out of the way.

Dan Perez

Head of Finance at Edge Delta

• Up to $50k savings per year by reducing the need for multiple platforms and simplifying financial operations.
• 15% productivity and efficiency lift achieved by automating and streamlining approval workflows and financial reporting.
• 4 days to close the books each month.