The 40-Hour Unlock That Took SnapRefund to 172% Growth

TL;DR Results

• 20-40 hours saved every month

• 172% YoY revenue growth

• Clean, investor-ready financials

• Accurate marketplace accounting + month-end close

  
  

Here’s the truth about early-stage CFOs: they don’t just run finance, they run the entire company. And for Anis at SnapRefund, that meant handling: deals & partnerships, operations/customer workflows, and anything touching money or momentum So when bookkeeping started swallowing weeks of his time, everything slowed down. Manual categorizations, Stripe reconciliation, month-end close, all of it pulled him away from actually being a CFO. That’s where the story really begins.

Company Snapshot

SnapRefund is an insurtech company modernizing payouts and financial workflows for carriers, agencies, and policyholders.

As revenue began ramping and customer activity picked up, Anis needed bookkeeping that could match the speed and compliance expectations of insurance, not break under them.

The Problem: InsuranceTech is Complex

As SnapRefund’s customer volume surged, the company hit a wall: insurance payouts create a uniquely messy accounting environment. Unlike SaaS or marketplace businesses, insurtech deals with multi-party money movement: carriers, agencies, policyholders, and vendors, each with different timelines, rules, and compliance requirements.

That brewed the storm:

• High-frequency payout transactions across multiple banks

• Strict compliance and audit trails required by insurance partners

• Heavy Stripe reconciliation and multi-system data matching

• No automation. No AI bookkeeping. No operational finance tooling in place

All of these problems rolled uphill to one person: Anis.

SnapRefund didn’t need more hands, it needed a finance partner built for this level of operational complexity.

Why SnapRefund Chose Truewind

SnapRefund didn’t need a bookkeeping vendor.
They needed someone who could actually keep up with insurtech.

A team that responds within minutes
Not hours. Not days. Minutes.
This matched the pace SnapRefund needed.

A one stop shop
Bookkeeping, categorizations, reconciliations, 1099s, financial statements. All handled without any lift from him.

A real partner, not a vendor
The Truewind staff felt like an extension of his team. They caught issues, prevented mistakes, and closed books with clarity and calm.

The Unlock: 20 to 40 Hours Back Every Month

This is the heart of the story.
Anis regained an entire work week every month.

And he immediately reinvested that time where it mattered: sales, client relationships, and growth.

That reclaimed time is what unlocked SnapRefund’s revenue momentum.

The Impact: 172% Growth + Investor-Ready Financials

Once the accounting bottleneck disappeared, growth accelerated, fast.

172% revenue growth year over year

This wasn’t a coincidence, it was the direct result of Anis spending his reclaimed time on sales, partnerships, and product.

And the investor side got dramatically cleaner:

• GAAP-compliant financials

• Clean balance sheet + P&L

• Cash flow clarity

• Audit-ready documentation

• Consistent reporting SnapRefund could send to carriers, partners, and investors

This matters especially in insurtech, where:

• compliance is high

• financial credibility influences partnerships

• audit requirements are strict

Truewind didn't just fix the books.
They strengthened SnapRefund’s entire financial narrative.

Ready to replace finance chaos with automated month-end close and clean, audit-ready financials? Book a demo with Truewind today!