How Clever Benefits Streamlined Payroll and Benefits Data Integration with Bindbee's Unified API

Product
Clever Benefits
Product Info
Employee Benefits Technology & Administration
Industry
Benefits Tech
Location
Scottsdale, Arizona, United States
Unified Api
HRIS and Payroll

About company

Clever Benefits is revolutionizing the employee benefits landscape through breakthrough technology and unrivaled industry expertise. Based in Scottsdale, Arizona, the company empowers employers and benefit/HR companies to design, run, and improve their employee benefits programs with precision and efficiency.

What sets Clever Benefits apart is their unique identity as a technology company operating in the employee benefits space. From benefit administration and enrollment to claims processing and wellness programs, they deliver comprehensive solutions that reduce healthcare costs while fostering healthier, more engaged workforces.

Use Case

To deliver their comprehensive benefits administration platform, Clever Benefits needed seamless connectivity with their customers' payroll and HRIS systems. Syncing employee demographics, benefits enrollment, dependent information, and payroll data is essential for providing accurate, real-time benefits management.

Problem

The SFTP Bottleneck

Before partnering with Bindbee, Clever Benefits relied on SFTP-based CSV transfers to exchange data with their customers' payroll systems. While functional, this approach created significant operational challenges that threatened their ability to scale.

The integration requirements were clear:

  • Real-time access to employee and payroll data across multiple systems
  • Secure handling of sensitive PII, benefits, and compensation information
  • Automated synchronization without manual file transfers
  • Scalable connectivity to diverse payroll platforms

The SFTP approach presented multiple pain points:

Manual Overhead: Each data transfer required significant manual intervention—setting up SFTP connections involved back-and-forth coordination for credentials, security configurations, and transfer monitoring.

Data Latency: CSV-based transfers meant data was never truly real-time. Benefits decisions were made on information that could be hours or days old.

Scalability Constraints: Building individual integrations for each payroll system was prohibitively resource-intensive. Each new integration took 2-3 weeks to develop, severely impacting their ability to serve customers using different payroll platforms.

Solution

Transforming Benefits Data Flow with Bindbee

Clever Benefits found their answer in Bindbee's Unified API, which allowed them to connect to 60+ payroll and HRIS systems through a single integration point.

One Integration, 60+ Connections: Instead of building custom integrations for each payroll system, Clever Benefits connected with Bindbee once and gained instant access to dozens of platforms. This freed their engineering team to focus on core product innovation.

Real-Time Data Sync: Bindbee's API-based approach replaced batch CSV transfers with continuous, real-time data synchronization. Employee changes, benefit elections, and payroll updates now flow automatically.

Comprehensive Data Models: Bindbee's unified data models for Employee, Employments, Benefits, Dependents, and Payroll provided standardized access to all the data points they needed—no more wrestling with different data formats from different systems.

Outstanding Support: Bindbee's dedicated support team proved invaluable during implementation and beyond. Quick response times and excellent documentation made the integration process smooth for both Clever Benefits and their end customers.

Outcome

From Weeks to Instant: A New Era of Benefits Integration

The partnership with Bindbee transformed what was once Clever Benefits' biggest operational challenge into a competitive advantage.

  • 60+ integrations deployed at once – compared to building one-by-one over 2-3 weeks each
  • Real-time data synchronization replacing batch CSV transfers
  • Significant reduction in maintenance costs with Bindbee handling integration upkeep
  • Enhanced security posture for handling sensitive payroll and benefits data
  • Improved customer experience with faster onboarding and more reliable data flow

This isn't just a story about replacing SFTP with APIs. It's about what happens when benefits technology companies can focus entirely on helping employers and employees navigate the complex world of health benefits—without getting bogged down in integration complexity.