How One Payments Company Automated Its Entire Data Pipeline

Sync Payments is a payment-processing company serving merchants across North America. Their business depends on accurately calculating revenue share, fees, and profitability across dozens of vendors, gateways, and service providers. 

Challenge and Current State

Sync Payments relies on accurate monthly billing across a growing network of external vendors. As the business scaled, billing data arrived in different formats and required significant manual effort to prepare for Salesforce. 

The lack of automation and centralized data made the process time-consuming, difficult to scale, and limited visibility into revenue and profitability, prompting the need for a more reliable and structured solution. 

Fix This for us!

Sync Payments’ challenges could be summarized as follows: 

• Monthly files from 15+ vendors required manual downloading, editing, and cleanup 

• Salesforce Billing Elements and Monthly Billing Logs depended on manual data uploads 

• No centralized warehouse existed to consolidate revenue, expenses, and merchant data 

• Leadership lacked a unified view of profitability and vendor performance 

• Preparing export files for Salesforce involved extra manual steps and reconciliations 

• The monthly billing cycle was not scalable as the merchant base continued to grow 

Alphabyte designed and delivered a fully automated Azure-based data platform that ingests vendor files, standardizes revenue and expense logic, and generates Salesforce-ready export files all supported by a centralized SQL data warehouse and Power BI reporting. 

Automation was at the core of the solution, with data warehousing and reporting ensuring long-term scalability.  

Alphabyte built vendor-specific ingestion pipelines in Azure Data Factory that automatically detect, validate, and process incoming files from all 15+ vendors, removing the need for manual downloads or spreadsheet cleanup. 

2. Standardized Data Warehouse in Azure SQL

The new warehouse introduced a clean, auditable structure for all vendor data: 

• Staging Layer: Raw vendor files with audit fields 

• Transformation Layer: Standardized revenue, net revenue, rev-share, expense logic 

• Dimensional Model: Optimized for reporting, Salesforce output, and future scaling 

This created a single source of truth for all revenue inputs, expense calculations, merchant performance, and vendor contributions. 

3. Automated Salesforce Export Logic

Alphabyte automated the generation of Salesforce-ready summary tables, applying the correct revenue-share and net-revenue calculations so that billing files are produced consistently and without manual intervention. 

4. Executive & Operational Reporting in Power BI

To give leadership visibility into the entire revenue cycle, Alphabyte refreshed Sync Payments’ reporting model using Power BI: 

*This is sample data and does not represent real information. 

Reports now use: 

• Role-based access (RLS) 

• Drill-through analysis 

• Executive KPI views 

• Filter bookmarks 

The result: faster insights, more consistent decision-making, and cleaner reconciliation between Salesforce and vendor sources. 

Sync Payments now has a fully automated, scalable system that transforms a complex monthly manual workflow into a reliable, repeatable, and auditable data operation. 

Key outcomes include: 

• Hours of monthly manual prep eliminated 

• Consistent revenue calculations across all 15+ vendor sources 

• Automated Salesforce billing exports 

• Stronger accuracy and auditability of revenue and expense data 

• Unified reporting for executives and account managers 

• A platform that supports long-term growth and new vendor onboarding 

 By replacing fragmented spreadsheets and manual workflows with automation and a modern data foundation, Sync Payments now runs its revenue operations more efficiently and with far greater confidence.