Overview
KnowBe4 is the world’s largest security awareness training platform, serving tens of thousands of organizations globally. Their internal finance team relied on a fragmented set of manual processes and disconnected tools to handle accounting workflows that had outgrown their original setup.
The Challenge
As KnowBe4 scaled, their accounting workflows became increasingly painful — manual reconciliation, data exported and re-imported between systems, and no unified view of financial data. They needed a purpose-built React application that could integrate directly with their ERP, automate the repetitive work, and give the finance team a clean, reliable tool they’d actually want to use.
What We Built
We designed and built a custom React application that serves as the finance team’s central accounting interface — pulling and pushing data directly from their ERP system via API, automating reconciliation workflows, and presenting financial data in a clear, actionable dashboard.
Key deliverables:
- React application with complex data table views and filtering
- RESTful API integration with their NetSuite ERP environment
- Automated reconciliation workflows replacing manual spreadsheet processes
- Real-time financial reporting and export functionality
- User authentication integrated with their existing identity provider
- Comprehensive test coverage and technical documentation
Results
- Manual reconciliation time reduced by over 70% post-launch
- Finance team reporting higher confidence in data accuracy
- ERP data latency dropped from daily batch exports to real-time API sync
- Solution adopted as the primary accounting tool within the first month