How Paseo Advisors Cut AP Time by 80%—While Scaling Their High-Touch Service with MakersHub
About Paseo Advisors
Paseo Advisors is a modern outsourced finance firm founded by Nelson Curtis and Jake Kendell—two long-time collaborators with a shared passion for operational efficiency and high-touch service. Built around the idea of being “office doppelgängers,” Paseo integrates directly into their clients’ workflows, offering full-stack accounting and AP services that feel like an extension of the in-house team.
As demand for their personalized service grew, so did the operational challenges—especially around accounts payable. Paseo needed a scalable solution that could handle growing invoice volumes while preserving their white-glove service approach.
The Challenge
Paseo’s finance team was spending up to 12 hours on a single AP cycle—processing 200+ invoices manually and tracking down approvals across multiple clients. As they took on more high-volume businesses, their existing systems couldn’t keep up.
Key roadblocks included:
- Manual data entry: High risk of errors and slow turnaround times.
- Limited scalability: Systems couldn’t grow with client demand.
- Rigid workflows: No flexibility to mirror each client’s unique processes.
- Poor vendor communication: Delayed payments and lack of transparency strained relationships.
“We needed something faster, more adaptable, and still able to offer our personal touch.”
Nelson Curtis
Co-Founder, Paseo Advisors
The MakersHub Solution
Paseo Advisors implemented MakersHub to transform their AP operations while keeping service quality at the core. MakersHub’s AI-powered automation became an invisible partner—learning Paseo’s workflows, adapting to each client’s needs, and dramatically reducing manual work.
With MakersHub, Paseo can:
- Automate invoice processing with smart data capture and line-item extraction
- Sync AP data directly to QuickBooks in real time
- Customize approval flows to reflect client-specific operations
- Offer vendors fast, trackable payments with built-in transparency
- Maintain white-glove service with far less admin effort
“MakersHub fits seamlessly into our doppelgänger model. It’s like having an internal AP team—without the overhead.”
Nelson Curtis
Co-Founder, Paseo Advisors
The Results
MakersHub gives Paseo Advisors the speed, visibility, and flexibility they need to deliver exceptional service—offering real-time cash flow insights, faster vendor payments, seamless 1-hour onboarding, and workflows tailored to each client.
Since adopting MakersHub, Paseo has achieved massive gains in efficiency, accuracy, and client satisfaction:
80%
reduction in AP processing time — from 12 hours to 2.5 hours per session
200–250
“Getting someone into MakersHub and configuring it takes about an hour or less. It’s incredible. Vendors also know they’ll get paid fast, and that makes a huge difference”
Nelson Curtis
Co-Founder, Paseo Advisors
Want to Scale Without Losing Your Personal Touch?
See how MakersHub helps modern accounting firms like Paseo Advisors streamline operations and wow clients at the same time.