From Spreadsheets to Digital CFO: Building Sherpa’s Automated Platform
Client
Sherpa
servicEs
Product Development
INDUSTRY
Finance
The Challenge
Financial management services come at a steep cost for small and medium-sized businesses, which make up 99% of Spain’s business landscape. Against this backdrop, Sherpa set out to offer SMEs accessible financial direction services, providing qualified support at prices within their reach.
To achieve this, they needed a technology platform that would:
—Reduce the operational burden on their finance team to boost efficiency and enable strategic work.
—Minimize errors in data analysis and processing caused by manual spreadsheet workflows.
—Diversify their service catalog and pricing plans, helping them achieve one of their core missions: democratizing access to quality financial management for SMEs.
The solution
Orbitant chose a stack that balanced speed with scalability. We selected Next.js on Vercel, leveraging the team’s JavaScript expertise and its ability to handle both frontend and backend in a unified workflow. From day one, we avoided vendor lock-in through modular architecture.
Key technology pillars:
—Database agnostic approach: Supabase with PostgreSQL and Prisma for complete control without compromising future migrations
—Specialized services: Inngest, Mailersend, and Betterstack accelerated development without adding complexity
—Evolutionary infrastructure: As the product matured, infrastructure migrated to AWS orchestrated with Terraform to ensure stability and scalability
Every decision followed the same principle: initial velocity without compromising Sherpa’s long-term business stability.
Tech Stack
Nodejs & React
AWS
React Native
The Results
The platform enabled Sherpa to scale exponentially, eliminate operational risks, and position itself as the accessible solution that democratizes professional financial management for small and mid-sized businesses.
Business Impact
ARR Multiplied by 5x
The platform enabled Sherpa to multiply its annual recurring revenue fivefold, reaching previously inaccessible clients. Simultaneously, automation reduced operational and sales costs, increasing margins per customer. This allowed them to grow sustainably, with higher revenue and the capacity to reinvest in innovation.
Error Elimination
Compared to the constant risks of spreadsheet dependency (unbalanced sheets, duplicate reports, incomplete projections…), the platform developed for Sherpa ensured precision and reliability of all financial data delivered, eradicating these critical errors.
Time Optimization
The operational burden per client decreased by over 60%. Tasks like consolidating bank accounts or preparing monthly reports now execute in seconds. Sherpa’s finance team spends fewer hours on repetitive tasks and more time on strategic advisory services, increasing client satisfaction and retention.
Competitive Advantage
The modular solution and Orbitant team’s agility allow the platform to evolve continuously. Both Sherpa and their clients enjoy new features practically every two days, with requests resolved almost in real-time. This development velocity is Sherpa’s competitive edge, enabling them to offer a platform always aligned with market needs.
Democratized Access
Sherpa enabled small and medium businesses to access professional financial management with adjusted pricing and automated tools previously exclusive to large corporations. This, combined with clear metrics and rapid reporting even for people without prior training, generated significant trust and delivered a high-value client experience.
What Our Clients Say
Orbitant has enabled us to democratize financial advisory services. Thanks to automated reports and greater visibility into our KPIs, we’ve reduced our operational workload by 60%, allowing us to scale our financial services sustainably. We can now serve more clients while delivering maximum value.
BEATRIZ VILLAR
CFO de Sherpa
The Impact in Numbers
60%
REDUCED OPERATING LOAD
<18%
churn rate
