A company importing and deploying service robots (self-cleaning, energy efficiency, AI building management) was running four simultaneous business models: outright sale, RaaS, financial lease and operational lease. They had a sales team, distributor network and growing client base but no connected system. Nobody knew where each robot was. Monthly lease invoices were not being raised. Commission was calculated manually in Excel and disputed every month.

A US-based client used Stripe and Square integrated with Zoho Books. Three recurring problems: the integration dropping and payments not recording, customers paying via old invoice links with no invoice reference in the payment description, and ACH transfers arriving with only a bank reference number and no customer identification. Payments sat unmatched for weeks. AR chased paid customers.