
Spreadsheet-based finance couldn't scale
As Infinity Infusion Solutions expanded its network of infusion therapy centers, their financial management processes couldn’t keep pace. Billing, reporting, and client financial oversight were handled through a patchwork of manual spreadsheets—time-consuming, error-prone, and impossible to scale.
Without a centralized platform, staff spent hours reconciling data across disconnected files, and leadership lacked the real-time visibility needed to make confident financial decisions.
Scoping a purpose-built financial platform for infusion care
Switchbox worked with the IIS leadership team to map their existing financial workflows—from billing and collections to reporting and client oversight. We identified the key integration points between their clinical systems and financial processes, and designed a platform architecture that would centralize and automate the most time-intensive manual steps.
The solution was scoped to replace spreadsheet dependency with a structured, scalable database-backed system that could grow with IIS’s expanding center network.
Automated financial management across the infusion network
Switchbox built a custom financial management platform that centralizes billing data, automates recurring reporting workflows, and gives IIS leadership real-time visibility into financial performance across all centers.
The platform integrates with IIS’s existing clinical and operational systems, reducing manual data entry and reconciliation time. Role-based dashboards give each user—from billing staff to executives—exactly the information they need, when they need it.
Faster reporting, fewer errors, confident decisions
With the new platform in place, Infinity Infusion Solutions has dramatically reduced the time spent on manual financial reconciliation. Reporting that previously required hours of spreadsheet work now runs automatically. Leadership has the real-time visibility needed to make confident, data-driven decisions as the organization continues to grow.