Kimbia, an innovative provider of online fundraising and crowdfunding solutions, supports over 19,000 customers including the American Red Cross and the Smithsonian Institution. Despite their success, the company faced significant hurdles in managing massive, seasonal transaction volumes with a small internal team and limited legacy software.
Phil Murray, Vice President of Finance and Administration, found himself bogged down in tactical transaction monitoring rather than driving the company’s future. To break free from the operational “weeds,” Kimbia partnered with Consero to implement a managed Finance & Administration (F&A) solution.
Within six to eight weeks of outsourcing these core functions, Consero implemented scalable processes, improved documentation, and delivered real-time financial insights that empowered Kimbia’s leadership to refocus on high-impact objectives.
“If I am going to continue to be a financial executive in a large competitive market, the Consero solution is the only way to keep me strategic and out of the weeds.” –– Phil Murray, VP of Finance and Administration, Kimbia
Company Profile
- Industry: Online fundraising and crowdfunding (nonprofit and education-focused)
- Consero Solution: Finance as a Service (FaaS)
- Customer Base: 19,000+ organizations including American Red Cross, Smithsonian Institution, UC Berkeley, and American Heart Association
Partnership Highlights
- Rapid Implementation: Reached operational goals in 6–8 weeks that previously took 6–8 months to attempt internally.
- Scalability: Created a flexible model capable of handling massive seasonal and cyclical swings in donation volumes.
- Enhanced Visibility: Gained deep insights into profitability and performance at the departmental, program, and customer levels.
- Cost Efficiency: Leveraged Consero’s volume software licenses to realize immediate cost savings.
Transforming Financial Operations
Consero delivered a dynamic, real-time F&A solution that combined industry-leading software with a dedicated team of financial professionals, enabling Kimbia to replace “brand-name” legacy apps with a cohesive, scalable infrastructure.
- Process Standardization: Applied standard Consero procedures to Kimbia’s complex business to ensure consistent documentation and internal controls.
- Back-Office Support: Managed all daily requirements, including invoice processing, payroll, account reconciliation, and month-end close.
- Advanced Analytics: Provided high-level financial services such as customized modeling, forecasting, and ad hoc reporting.
- Tactical Relief: Shifted the burden of daily and monthly deadlines from Kimbia’s executives to Consero’s professional team.
“My main concern going into the relationship was that our existing processes were far from perfect. It was a pleasant surprise when Consero actually began improving those key processes as part of its implementation.” –– Phil Murray, VP of Finance and Administration, Kimbia
Get out of the weeds—see what Consero can do for you
If your finance leader is spending too much time in transaction-level detail, month-end stress, or inconsistent processes, Consero can help you build a scalable foundation without slowing growth. As Murray put it:
“My focus is no longer on daily or even monthly deadlines—Consero handles all of that.”
Request a consultation to explore how Consero can streamline your finance operations, improve visibility, and give your team the capacity to stay strategic as you scale.
Talk to a Consero finance expert about what a modern, AI-enabled F&A function looks like for your business. We’ll map it out together — it’s 30 minutes, zero pressure.
No sales pitch. Just a roadmap tailored to you.
