When Mesh Payments, a fast-growing fintech, faced increasingly complicated challenges managing their equity programs, CFO Anna King knew something had to change.

Their previous cap table/equity management platform, couldn’t keep up with cross-border complexity, leaving her finance team mired in manual, error-prone tasks that drained time and momentum. Then they discovered Slice and in Anna’s words, the switch was “a no-brainer.”

What followed was a complete transformation: white-glove onboarding, full automation of equity workflows, and a renewed focus on strategy over administration.

Before Slice: A Global Company Trapped on a Local Platform

For a global company like Mesh Payments, managing equity across borders is non-negotiable. But their previous platform couldn't support international workflows.

That limitation alone created a ripple effect across the finance department. Anna King’s team couldn’t process exercises outside the U.S., leaving employees and her team tangled in manual workarounds. Every international exercise and reporting obligation like those of section 102, added layers of legal complexity that had to be managed manually. 

“It defeated the purpose of using the technology, this should have been streamlined,” said CFO Anna King. 

Employees wired funds directly and the finance team would then coordinate with trustees and await confirmation. Nothing was automated.

Here’s what a single employee exercise looked like before Slice:
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1. The employee would wire funds to an operating account
2. The finance team had to manually notify their previous provider to recognize the exercise
3. They’d then need to coordinate with the local trustee
4. Reports then had to be manually pulled, spliced together, and reconciled across systems

For a global company trying to scale, at a certain point, the status quo wasn’t just inefficient, it was unsustainable.

The Decision: Why Slice Global Was a “No-Brainer”

When stakes are high and your team is under pressure, choosing a new equity platform can feel risky. But for Mesh Payments CFO Anna King, the decision to move to Slice wasn’t difficult, it was obvious from the first meeting. “We were fortunate to have heard about Slice,” she said.

After years of manual workarounds and international workflows that platforms like Carta couldn’t support, Slice stood out as the only solution that addressed both the technical and human sides of global equity management. What stood out immediately to Anna was how Slice aligned with the needs of a lean finance team operating across borders.

‍Where other platforms promised automation, Slice delivered it. Where others offered generic onboarding, Slice’s in-house team, which is made up of former corporate attorneys, took care of everything end-to-end, giving Anna total confidence and peace of mind. “We just sent you the documents, and you guys did everything,” Anna recalled.

From day one, the onboarding experience was fast, intuitive, and stress-free. No manual setup. No messy imports. No late nights.

“Finance is always the last team to get resources,” Anna said. “But Slice gave us back time to focus on the things that actually move the business forward."

What impressed her most wasn’t just the delivery, it was the attention to detail. Every workflow, from HR integrations to international reporting, was thoughtfully built to eliminate friction. Reports were accurate and customizable and exercises flowed automatically. 

“Slice is like Apple, but with all the specific features of Windows,” Anna said. “It’s intuitive, but it’s powerful. It was built by people who actually understand what global companies need.”

The Results: Peace of Mind 

Today, equity management at Mesh Payments looks entirely different from before. What was once a fragmented, manual process is now a streamlined, automated function that scales confidently with the company’s global operations.

With Slice, automation handles the heavy lifting. Exercises that once took hours now are completed in minutes. Reports that used to require multiple reconciliations are generated consistently across every jurisdiction; instantly, accurately, and audit-ready.

But for Anna King, the real transformation goes beyond efficiency. It’s about trust.

“It helps us know what we don’t know,” she said. “Slice catches things early. before they become issues, and their team of experts are always there when we need them.”

That combination of proactive technology and expert human oversight gives her finance team peace of mind.

“In this day and age, everything is about automation and efficiency,” Anna added. “Slice is the only platform that checks all the boxes. It’s thoughtful, it’s reliable, and it was clearly built by people who understand global equity.”

Internally, the shift has changed how the entire organization approaches equity.
Employees now feel empowered to manage their own equity through an intuitive self-service stakeholder app. Shareholders have full visibility without needing constant updates. And leadership finally has confidence that every grant, report, and compliance check is handled accurately and automatically.

For Mesh Payments, Slice didn’t just streamline operations, it redefined what equity management could be: efficient, transparent, and empowering.

FAQ: Upgrading to Slice Global

Q: What makes Slice different from other equity management platforms?‍

Legacy platforms were built for local operations and later adapted for global use. Slice was built for global use from day one. Our AI-powered compliance engine and in-house legal and tax experts cover 60+ countries, automating equity workflows that other platforms still require manual work for such as exercises, mobility tracking, reporting, and global tax optimization.

Q: How long does onboarding take?

‍Most companies are fully onboarded within 3–5 business days. Our team of former corporate attorneys handles data migration, reconciliation, and verification end-to-end. Clients simply provide existing equity records and we take care of everything else.

Q: Do we need to involve our legal or finance team heavily during onboarding?

‍No. Unlike legacy providers that require extensive internal coordination, Slice’s “white-glove” onboarding eliminates heavy lifting for your team. You upload your documents, and our onboarding specialists made up of current and former corporate attorneys, validate, structure, and automate all workflows before go-live.

Q: Can Slice integrate with our existing HR and finance systems

‍Yes. Slice connects seamlessly with 60+ HRIS tools like Workday, BambooHR, and Rippling, as well as finance systems. New hires, exercises, and tax data flow automatically across systems with no manual uploads or reconciliations.

Q: What does support look like after onboarding?

‍Every client receives a dedicated channel with our compliance and customer success team for instant support. Response times average under one hour, and our global legal partners continually update the compliance engine in real time.

Q: How soon will we see value after switching?

‍Most teams experience measurable financial and efficiency gains within the first month, thanks to automated exercises, instant reporting, and reduced dependency on outside counsel. CFOs have often reported that their teams have cut their time managing equity in half. 

Q: What happens to our historical data when we migrate?‍

Slice performs a full compliance audit during onboarding. Historical grants, exercises, and documents are imported, verified, and cross-checked against current regulations, ensuring your past data is clean, compliant, and audit-ready from day one.

Q: Why do finance leaders call switching to Slice a “no-brainer”?

‍Because it is. Slice replaces fragmented, manual, error-prone systems with a single, intelligent platform that automates global equity from grant to exit, making complexity disappear and giving your team back time, confidence, and control.