from manual funding to an automated platform
Chelsea Labs partnered with Vale Tactical Capital to centralize client onboarding, funding, collections, and financial reporting. We built a platform with Plaid integrations, automated ACH workflows, and real-time cash visibility - giving the team one system to manage clients and move money as the business scales.
GOAL
The goal was to replace fragmented, manual funding workflows with a secure operating platform. Vale needed to onboard clients, connect bank accounts, manage funding and collections, and understand its cash position without relying on spreadsheets or disconnected systems.
Our funding operations involved too many manual steps and disconnected systems. Chelsea Labs helped us bring client management, payments, and financial reporting into one platform - giving us the infrastructure to operate more efficiently as we grow.”
One platform
for client onboarding, funding, collections, and financial reporting.
OptimizeReal-time visibility
into transfers, scheduled payments, collections, and cash positions.
Optimizebusiness map
- SALESonboarding friction
Moving a new client from approval to funding required manual communication, bank connections, and financial-information collection.
- OPERATIONSbottleneck
Client management, funding, collections, and transaction monitoring were handled through disconnected tools and manual workflows.
- HIRINGCONSTRAINT
Supporting more clients and transactions would require additional operational staff without greater automation.
- FINANCEvisibility gap
Vale lacked one real-time view of funding, collections, transaction activity, and its expected cash position.
- OPTIMIZE WHAT EXISTS
- GROW NEW REVENUE
THE OPPORTUNITY SHORTLIST
- 1
AUTOMATE CLIENT ONBOARDING
Create a branded experience for clients to securely connect bank accounts through Plaid while giving Vale visibility into every connection.
- 2
CENTRALIZE FUNDING AND COLLECTIONS
Manage ACH funding, scheduled collections, refunds, credits, and manual adjustments from one administrative platform.
- 3
build financial command center
Bring funding, collections, transactions, and cash positions into one dashboard so leadership can make faster financial decisions.
the result
connected client operations
Client onboarding, linked accounts, financial information, and account activity are managed through one system.
automated money movement
Vale can initiate and monitor authorized funding and collection transactions through integrated ACH workflows.
REAL-TIME CASH VISIBILITY
Leadership can track funding, expected collections, transaction activity, and cash positions without manually assembling reports.
scalable infrastructure
Vale has stronger operating foundation for managing more clients and transactions without the same administrative complexity.
START HERE
turn manual operations into scalable infrastructure
Chelsea Labs helps growing financial businesses connect their systems, automate critical workflows, and build the technology required to scale.