Customer StoryPaseo Advisors

How Paseo Advisors Cut AP Time by

80%

— While Scaling Their High-Touch Service with MakersHub

How Paseo Advisors Cut AP Time by

80%

— While Scaling Their High-Touch Service with MakersHub

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Overview

Paseo Advisors is a modern outsourced finance firm founded by Nelson Curtis and Jake Kendell—two long-time collaborators with a shared passion for operational efficiency and high-touch service. Built around the idea of being “office doppelgängers,” Paseo integrates directly into their clients’ workflows, offering full-stack accounting and AP services that feel like an extension of the in-house team.

As demand for their personalized service grew, so did the operational challenges—especially around accounts payable. Paseo needed a scalable solution that could handle growing invoice volumes while preserving their white-glove service approach.

Top Challenges

Paseo’s finance team was spending up to 12 hours on a single AP cycle—processing 200+ invoices manually and tracking down approvals across multiple clients. As they took on more high-volume businesses, their existing systems couldn’t keep up.

Key roadblocks included:

  • Manual data entry: High risk of errors and slow turnaround times.

  • Limited scalability: Systems couldn’t grow with client demand.

  • Rigid workflows: No flexibility to mirror each client’s unique processes.

  • Poor vendor communication: Delayed payments and lack of transparency strained relationships.

We needed something faster, more adaptable, and still able to offer our personal touch.

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Nelson Curtis

Co-Founder, Paseo Advisors

The Solution

Paseo Advisors implemented MakersHub to transform their AP operations while keeping service quality at the core. MakersHub’s AI-powered automation became an invisible partner—learning Paseo’s workflows, adapting to each client’s needs, and dramatically reducing manual work.

With MakersHub, Paseo can:

  • Automate invoice processing with smart data capture and line-item extraction

  • Sync AP data directly to QuickBooks in real time

  • Customize approval flows to reflect client-specific operations

  • Offer vendors fast, trackable payments with built-in transparency

  • 'Maintain white-glove service with far less admin effort

MakersHub fits seamlessly into our doppelgänger model. It’s like having an internal AP team—without the overhead.

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Jake Kendell

Co-Founder, Paseo Advisor

The Results

MakersHub gives Paseo Advisors the speed, visibility, and flexibility they need to deliver exceptional service—offering real-time cash flow insights, faster vendor payments, seamless 1-hour onboarding, and workflows tailored to each client.

Since adopting MakersHub, Paseo has achieved massive gains in efficiency, accuracy, and client satisfaction:

80%

reduction in AP processing time — from 12 hours to 2.5 hours per session.

200-250

invoices processed per cycle — without adding headcount.

Getting someone into MakersHub and configuring it takes about an hour or less. It’s incredible. Vendors also know they’ll get paid fast, and that makes a huge difference.

Nelson Curtis

Co-Founder, Paseo Advisors

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