Fund and Payment Management Platform for the Beverage Industry

The Client

PayBev is a forward-thinking fintech platform that helps hotels, restaurants, bars, and retailers manage voluntary beverage marketing and promotional funds with ease.

Built to replace outdated manual processes, PayBev brings transparency, compliance, and speed to how beverage marketing dollars flow through the hospitality industry.

To strengthen their vision, Satva Solutions partnered with PayBev to enhance their existing product and develop a robust, scalable platform that empowers suppliers and vendors to manage marketing funds, campaigns, and transactions more efficiently.

Together, the goal was to make beverage fund management smarter, faster, and far more intuitive.

The Challenge

Managing marketing funds and supplier payments in the beverage industry is notoriously complex.

Legacy systems, manual approvals, and fragmented workflows often lead to delays, compliance risks, and poor financial visibility.

To bring structure and automation to this process, PayBev envisioned a secure, multi-tenant SaaS platform that could centralize fund management and offer real-time insights.

Partnering with Satva Solutions, the project aimed to overcome several core challenges:

• Designing a multi-role system for administrators, suppliers, distributors, and accounting teams
• Automating the full fund lifecycle from creation to reconciliation
• Integrating with QuickBooks Online for real-time financial posting
• Building dashboards for live analytics and performance tracking
• Embedding role-based access, approval workflows, and compliance controls
• Ensuring smooth interoperability with Brooklyn, PayBev’s administrative system

The Solution

Satva Solutions led the full product development lifecycle from technical discovery and architecture design to MVP delivery and production rollout.

The result was PayBev, a comprehensive SaaS solution that automates fund management, simplifies payment workflows, and improves accountability for the beverage industry.

Key Modules and Capabilities

1. Program and Fund Management

   • Create, track, and approve promotional and operational fund programs
   • Real-time budget utilization tracking with configurable workflows

2. Payment Automation

   • Automated payment initiation and disbursement tracking
   • Integration with QuickBooks Online for accounting and reconciliation
   • Multi-level approval routing to ensure transparency

3. Dashboard and Analytics

   • Custom dashboards for fund status, balances, and approval queues
   • Drill-down reports for fund usage and program performance

4. Notification and Task Management

   • Automated alerts for pending approvals and disbursements
   • Role-based task queues for operational efficiency

5. Role-Based Access Control (RBAC)

   • Fine-grained permissions for suppliers, distributors, and admins
   • Support for multi-organization hierarchies

6. Integration with Brooklyn

   • Seamless data synchronization with Brooklyn for shared program and supplier data
   • Secure, real-time data exchange through standardized APIs

Results & Impact

• End-to-End Automation: Reduced manual fund processing and reconciliation by more than 70 percent.
• Operational Efficiency: Shortened fund approval and disbursement cycles from days to hours.
• Financial Transparency: Unified view of fund allocations and payments across suppliers and distributors.
• Audit and Compliance: Complete traceability of approvals, fund utilization, and transactions.
• Scalable Foundation: Multi-tenant architecture supporting multiple clients, regions, and currencies.

Within the first quarter of launch, PayBev successfully onboarded multiple beverage industry partners managing millions in promotional funds through the platform.

Conclusion

Through its collaboration with Satva Solutions, PayBev evolved from an idea into a robust SaaS product that transformed fund and payment management in the beverage industry.

The platform delivers automation, compliance, and financial clarity, empowering suppliers and distributors to focus on growth instead of administration.