Category: Case Studies

About Davis Family Chiropractic

Dr. Alisha Davis opened Davis Family Chiropractic in Raleigh, North Carolina in 2012, building a practice grounded in the belief that chiropractic care can meaningfully improve patients’ lives. Inspired by her father’s career and practicing since 1999, Dr. Davis has cared for thousands of patients across what has grown into a thriving multi-provider practice. Her focus has always been on her patients. Keeping it there requires the right operational foundation.

The Challenge

In an effort to reduce processing costs, Davis Family Chiropractic switched payment processors. The move that looked straightforward on paper introduced significant strain across the entire practice. 

Payment workflows that had previously run smoothly became bottlenecks between the front desk and leadership. Processing refunds and managing workarounds for routine transactions consumed hours that should have gone to patient care. Reporting became unreliable, making it difficult to accurately track performance across individual providers. The administrative burden created by the switch had shifted the team’s attention away from the thing that mattered most: the patients. 

How Fortis Helped

Recognizing the impact the switch was having on their operations, Davis Family Chiropractic made the decision to return to Fortis. The Fortis platform is purpose-built to support multi-provider chiropractic practices with the operational tools, reporting capabilities, and payment flexibility needed to run a growing practice without the back-office friction.

The Impact

Returning to Fortis gave Davis Family Chiropractic back what the switch had cost them: 

• Streamlined operational efficiency through intuitive payment workflows, fast refunds, and simplified transaction management 
• Reduced administrative time, giving the team valuable hours each week to refocus on patient care 
• Reliable, customized reporting with accurate provider-level visibility the team can confidently act on 
• Flexible payment processing that handles all payment types efficiently, from refunds to contactless payments 

About Transcepta

Transcepta is an AI-driven AP automation platform that connects hundreds of thousands of vendors to enterprise buyers, delivering invoices directly into ERP systems with zero manual touchpoints. Their mission is straightforward: make finance teams the most efficient function in the organization. For Transcepta, every friction point in the payment process is a problem worth solving.

The Challenge

Transcepta’s vast vendor network was running into a persistent bottleneck: friction around card and ACH payment acceptance. Suppliers needed a faster, simpler way to get paid. Buyers needed payments to flow directly into their accounting systems without manual reconciliation on the back end. The existing process had too many touchpoints for a platform built around the promise of zero. 

How Fortis Helped

Transcepta needed a payments partner that could match their ambition: deep ERP expertise, scalable infrastructure, and the ability to onboard vendors quickly without disrupting workflows. Fortis delivered on all three. 

Native integrations across all major ERP and accounting systems meant payments could flow directly into the systems buyers already used. A white-glove implementation experience accelerated vendor onboarding without adding operational strain. And a shared commitment to customer-first culture and technology innovation made the partnership feel like a natural extension of what Transcepta was already building. 

The result was seamless, touchless payment flows that mapped directly to Transcepta’s zero-touchpoint mission — not a workaround, but a genuine fit. 

The Impact

Since partnering with Fortis, Transcepta’s customers are seeing measurable improvements across their AP operations: 

• Reduced manual processes across accounts payable workflows 
• Accelerated vendor onboarding and faster time to go-live 
• Improved accuracy across accounting and ERP systems 
• Seamless card and ACH payment acceptance at scale 

About HearUSA

Established in 1987, HearUSA is a leading provider of hearing care solutions with a mission to empower individuals with hearing loss through innovative technology and personalized service. Today, HearUSA operates more than 397 locations across the United States, processing over $6 million in payments every month.

The Challenge

Before partnering with Fortis, HearUSA was operating with a fragmented payment environment that created problems at every level of the business. Standalone payment terminals were not integrated with their point-of-sale system, leading to manual reconciliation, data discrepancies, and operational inefficiencies that compounded across hundreds of locations. The lack of integration with their TCM software created additional issues including mismatched voids and transaction errors that required time-consuming resolution. For a business focused on delivering exceptional patient care, the administrative burden was a real distraction.

How Fortis Helped

HearUSA was connected with Fortis through C2XCEL, a professional technology advisory firm that had previously helped them implement a new phone system. Fortis implemented a comprehensive payment solution built around an advanced API and gateway that integrated directly with HearUSA’s existing systems. The integration eliminated manual data entry, reduced errors, and gave HearUSA a centralized payment processing environment that could scale with their growth. For a network of hundreds of locations processing millions in payments each month, that kind of operational consistency matters.

The Impact

The partnership with Fortis gave HearUSA the operational foundation to grow with confidence: 

• Streamlined operations across all locations with centralized, integrated payment processing 
• Manual errors reduced through direct system integration, eliminating duplicate entry 
• Improved customer experience through a seamless, consistent payment process at every location 

A scalable platform that has supported HearUSA’s continued expansion to 397 locations and beyond 

About Window World

Founded in 1995 and headquartered in North Wilkesboro, North Carolina, Window World has grown into the largest window replacement company in the United States. With over 230 franchise locations and more than 25 million windows sold, they’ve built their reputation on high-quality, affordable home exterior products backed by strong customer service. As the business has scaled, so has the complexity of running it.

The Challenge

Operating 230-plus franchise locations means payment processes that work at one location need to work everywhere. Window World’s existing approach relied on manual reconciliation that was slow, error-prone, and time-consuming for accounting teams. Customers wanted a smoother payment experience. Employees wanted less administrative overhead. The gap between what the business needed and what the existing system could deliver was growing.

How Fortis Helped

The solution was embedding payments directly inside WindowWorld360, Window World’s proprietary platform, using the Fortis embedded payments infrastructure. Rather than bolting on a payment tool, Fortis built a native experience that fit how Window World actually operates. 

The integration introduced in-home digital quoting and payments, giving sales teams the ability to close and collect in a single visit. Automated backend reconciliation eliminated the manual entry that had been slowing down accounting teams. And faster, more accurate transaction processing improved the experience for customers and franchisees alike. 

The Impact

Across more than 230 locations, the results have been felt at every level of the business: 

• Manual entry eliminated for accounting teams across all franchise locations 
• Time saved for both Window World employees and customers 
• Improved data visibility across the entire franchise network 
• A faster, more seamless payment experience from quote to close 

“Fortis didn’t just provide a solution—they built one with us.”

Duffy Sweeney — SVP of IT & Digital Operations, Window World

About Visual Matrix

Founded in 2000 and based in Richardson, Texas, Visual Matrix has spent more than two decades serving the global hospitality industry as a pioneer in hotel property management technology. As the leading PMS supplier to Best Western Hotels and Resorts, Visual Matrix currently serves over 3,000 properties across 30 countries. Their platform is built around one core idea: give hotel operators everything they need to run their properties from a single place. 

The Challenge

As Visual Matrix expanded its platform capabilities, payments became a critical gap. Their hotel customers needed multiple ways to accept guest payments without leaving the Visual Matrix environment, and they needed those payments to connect cleanly to the rest of their operations. Managing reconciliation across hundreds of properties, preventing fraud, and handling the complexity of card-present transactions at the front desk all required a payments partner with serious technical depth and a track record of fast, reliable integrations.

How Fortis Helped

Fortis delivered a comprehensive embedded payments integration built around the Visual Matrix platform. Using the Fortis API, Visual Matrix was able to fully integrate tokenization and payment processing directly into their software, eliminating double entry at the front desk and reducing reconciliation complexity across properties. 

The integration covered the full scope of what hospitality operations require: desktop EMV card-present transactions, signature capture, tokenization for both terminal and keyed-in cards, running transactions using tokens, and refund and void capabilities. Fortis’s EMV architecture also simplified the process of distributing terminals to hotel properties and deploying them on hotel networks, removing a significant implementation burden from the Visual Matrix team and their customers. 

Chargeback management through the Fortis integration further reduced card-not-present chargebacks, giving hotel operators a more secure and reliable payment environment. 

The Impact

The Fortis integration was completed ahead of the originally estimated schedule, a reflection of the quality of the API and the responsiveness of the implementation team. Since go-live, Visual Matrix has boarded 121 merchants on the Fortis platform, with the infrastructure in place to scale that number as their customer base grows. 

• Reconciliation simplified across properties by eliminating double entry at the front desk 
• Fraud exposure reduced through integrated chargeback management and tokenization 
• Terminal distribution and hotel network deployment streamlined through Fortis EMV architecture 

Integration completed ahead of schedule, minimizing disruption for the Visual Matrix team 

About Biller Genie

Founded in 2020, Biller Genie helps small and mid-sized businesses automate their accounts receivable process through a set-and-forget, cloud-based platform that integrates seamlessly with existing business software. Their focus is simple: take the manual work out of getting paid so business owners can focus on running their businesses.

The Challenge

As Biller Genie scaled its AR automation platform, they needed a payment gateway that could keep pace. Specifically, they needed robust credit card and ACH payment capabilities delivered through a reliable, developer-friendly API. They also needed to offer dynamic Level 3 processing so their customers could take advantage of interchange savings without adding complexity to their workflows. Finding a payments partner with the technical depth and the support model to match was harder than it should have been.

How Fortis Helped

Biller Genie built a direct integration using the Fortis API, connecting their platform to credit card and ACH payment processing in a way that felt native rather than bolted on. The integration covered the full scope of what their customers needed: Level 3 processing, one-time and recurring payments, and tokenization for secure, repeatable transactions. 

Beyond the core integration, Biller Genie leveraged the Fortis API’s transactions webhook reporting functionality to deliver real-time transactional data to their customers — giving AR teams the visibility they needed to manage collections confidently. The technical implementation was smooth, and the support model behind it matched the quality of the product. 

The Impact

With Fortis powering their payment infrastructure, Biller Genie has been able to deliver a more complete, more capable AR automation experience to their customers — without the friction of managing a payment partner that couldn’t keep up.

“Fortis is the embodiment of everything a tech-enabled payment provider should be. Developer-friendly APIs, common-sense support, no-nonsense account management. Kudos to you guys for a job well done.”

Thomas Aronica — CEO, Biller Genie