B-Viz
Matteo Ricci

Ballycullen Payments / BG-Demo – Discovery

Callcompleted

Ballycullen Payments logo Ballycullen Payments · 26 Aug 2026 11:45

Aoife Brophy described a copy-and-paste process with a month end taking the best part of a week for two people. The call questioned whether Starter fits, and a proposal call with her CFO is to be booked.

What was said

What this says

As at Fri 9 Oct 2026

Aoife Brophy described a copy-and-paste process with a month end taking the best part of a week for two people. The call questioned whether Starter fits, and a proposal call with her CFO is to be booked.

What happened: In discovery, Aoife described exporting from the payments platform, pasting into the CRM and reconciling against the accounting system. She said the errors worry her more than the time.

Customer view: She wants a month end of two days and an answer to a club's payment query in five minutes. She is tired of being the gatekeeper for numbers.

Commercial: Collections uses a payments platform, a shared inbox and the accounting system, plus the CRM, which is four systems. Matteo Ricci said Growth may fit better than Starter. He quoted a deal value of £28k that may include the one-off implementation fee.

Watch: Her CFO will ask whether it is worth what is paid, so a value case in her words is needed. The evidence does not show a tier decision.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Reconciliation pain, tier fit
Importance
upsell
Sentiment
positive
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Matteo Ricci to send Aoife Brophy a note on the open questions, the calls and the collections systems.
  • Matteo Ricci to book the proposal call with her CFO, with the price split ready.

Risks

As at Fri 9 Oct 2026
  • Her CFO must approve and will want the numbers first, so the value case has to be ready.
  • Four systems across client operations and collections may exceed what Starter covers.
  • The £28,000 figure may include the implementation fee, and the split is not yet shown.

Opportunities

As at Fri 9 Oct 2026
  • Growth rather than Starter if collections joins client operations.
  • Finance staff and account managers as further users beyond her team.

Transcript

  1. Aoife Brophy
    Aoife Brophy
    Matteo, morning. Can you hear me? I'm in a different room today, so if I drop out it's the Wi-Fi.
  2. Matteo Ricci
    Matteo Ricci
    Good morning, Aoife. Yes, very clearly. Thank you for making the time.
  3. Aoife Brophy
    Aoife Brophy
    Of course. I have been looking forward to this, I'll be honest. We have been putting it off for too long.
  4. Matteo Ricci
    Matteo Ricci
    Then let us use the time well. I would like to understand what you are doing today to bring collections, client accounts and the reports together, and where it hurts most.
  5. Aoife Brophy
    Aoife Brophy
    Right. Honestly, it is a lot of copying. Our client operations people export from the payments platform, paste into the CRM, and then someone reconciles it against the accounting system at month end.
  6. Matteo Ricci
    Matteo Ricci
    How long does the month end take?
  7. Aoife Brophy
    Aoife Brophy
    Mm. Too long. It is the best part of a week for two people.
  8. Matteo Ricci
    Matteo Ricci
    I would rather ask it straight. Is that week a cost you are trying to reduce, or is it the errors that worry you?
  9. Aoife Brophy
    Aoife Brophy
    Both, but the errors more. Last quarter we had a mismatch on a club account and it took ages to find.
  10. Matteo Ricci
    Matteo Ricci
    That is exactly the sort of question B-Viz answers. Who else would use it, beyond your team?
  11. Aoife Brophy
    Aoife Brophy
    The finance people, and the account managers. They ask me for numbers all the time, and I am sick of being the gatekeeper.
  12. Matteo Ricci
    Matteo Ricci
    Understood. And what do you use today for the account managers' questions?
  13. Aoife Brophy
    Aoife Brophy
    The CRM, mostly. But the CRM is only as good as what people type into it, which is the whole problem. The calls go into a call recorder that nobody searches.
  14. Matteo Ricci
    Matteo Ricci
    Mm, so the calls hold the real story. Do you know how many of them are logged against accounts?
  15. Aoife Brophy
    Aoife Brophy
    Not sure. That's something I would need to check. I don't want to guess.
  16. Matteo Ricci
    Matteo Ricci
    Of course. I will not guess either. Let me note that as an open question.
  17. Aoife Brophy
    Aoife Brophy
    Sorry, I've been thinking about the Starter tier. Would one team really be enough? We have client ops, and then there's the collections side, which is a separate group.
  18. Matteo Ricci
    Matteo Ricci
    That is the right question. Starter is built for one team, so if collections needs its own connections, we would look at Growth. Which systems does collections use?
  19. Aoife Brophy
    Aoife Brophy
    The payments platform, a shared inbox for disputes, and the accounting system. That's three, plus the CRM, which makes four.
  20. Matteo Ricci
    Matteo Ricci
    So that is already a lot for a single team. I would rather tell you that now than after the order form.
  21. Aoife Brophy
    Aoife Brophy
    Yes, that's useful. I think we'd have to look at it with my CFO.
  22. Matteo Ricci
    Matteo Ricci
    Let us include them on the proposal call. Would that work?
  23. Aoife Brophy
    Aoife Brophy
    Yes. They will want the numbers first, so be ready.
  24. Matteo Ricci
    Matteo Ricci
    What would success look like for you in the first months? Not the features, the outcome.
  25. Aoife Brophy
    Aoife Brophy
    A month end that takes two days, not a week. And if a club calls about a payment, I can answer in five minutes.
  26. Matteo Ricci
    Matteo Ricci
    That is a clear measure. I will write it down exactly as you said it.
  27. Aoife Brophy
    Aoife Brophy
    Please do. My CFO will ask whether it is worth what we pay, so it helps to have it in my words.
  28. Matteo Ricci
    Matteo Ricci
    Agreed. The deal value we have discussed is £28,000. That may include the one-off implementation fee, so I will show the split when we get to the proposal.
  29. Aoife Brophy
    Aoife Brophy
    Right, that's helpful. I'll need that split for the approval.
  30. Matteo Ricci
    Matteo Ricci
    You will have it. I would rather you had it in writing first.
  31. Aoife Brophy
    Aoife Brophy
    Okay, I have to jump off in a few minutes. Can we agree the next step?
  32. Matteo Ricci
    Matteo Ricci
    Yes. I send you a short note on the open questions, the calls and the collections systems. We book the proposal call with your CFO.
  33. Aoife Brophy
    Aoife Brophy
    Lovely, send it to my usual address. Thanks, Matteo.
  34. Matteo Ricci
    Matteo Ricci
    Thank you, Aoife. Speak soon.
  35. Aoife Brophy
    Aoife Brophy
    Bye.

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