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Case Studies

Delivering Enterprise-Wide Efficiencies at Paysafe Through Intelligent Automation

By Rishi Gaurav6 min read
Paysafe intelligent automation case study - enterprise-wide efficiency through RPA and chatbot migration

How Total Shift Left helped Paysafe achieve 30,000+ hours in savings, 100% SOX compliance, and 95%+ bot success rate through intelligent automation using UiPath and mobile chatbot migration.

About Paysafe

Paysafe provides payment solutions that power the everyday. The multinational organisation operates multiple brands across the e-cash, payments processing and digital wallets spectrum, serving over 145 million customers of varying size and scale.

As a global leader in digital payments, Paysafe needed a technology partner who could match their pace of innovation while maintaining the highest standards of regulatory compliance. That's where Total Shift Left stepped in.


The Challenge

Following a period of rapid growth through acquisition, Paysafe faced three critical obstacles that threatened to slow their momentum:

1. Inconsistent Processes Across Brands Paysafe's fast-paced expansion had resulted in a lack of process consistency and standardisation across their acquired brands. Each brand brought its own set of workflows, tools, and operational practices — creating silos that made enterprise-wide alignment nearly impossible.

2. Manual, Non-Transparent Operations Numerous manual processes across customer services, merchant operations, risk, and compliance functions were consuming thousands of hours annually. These non-transparent workflows made it difficult to track performance, identify bottlenecks, or ensure accountability.

3. Increasing Regulatory Pressure With evolving industry regulations — including SOX compliance requirements for settlement processes — Paysafe needed to stay ahead of the compliance curve while maintaining the customer focus and agility at the core of their DNA.

The challenge wasn't just about automating tasks — it was about transforming how an entire enterprise operated across multiple brands and geographies.


What Total Shift Left Delivered

Paysafe and Total Shift Left's shared appreciation for combining global scale with flexibility and agility made the partnership a natural fit. Since November 2020, Total Shift Left has delivered across two key workstreams, supporting Paysafe's Automation365 team:

Automation Delivery (UiPath RPA)

Total Shift Left worked with the Paysafe Automation365 team to identify, design, build, test, and deploy automated solutions using UiPath Automation Software. The team delivered 30+ automations across three core business functions:

  • Merchant Services — Automated merchant onboarding, transaction reconciliation, and reporting workflows
  • Consumer Services — Streamlined customer query handling, account management, and service delivery
  • Risk & Compliance — Deployed automated controls for fraud detection, settlement processing, and regulatory reporting

Each automation followed a rigorous approach: process discovery, feasibility assessment, solution design, UAT, and production deployment — ensuring every bot met Paysafe's quality and compliance standards.

If you're considering a similar shift-left approach to quality assurance, embedding testing early in the automation lifecycle was key to our success at Paysafe.

Mobile Chatbot Migration

Total Shift Left led the migration of chatbots from a web browser platform to native mobile platforms (Android and iOS). This project involved:

  • Building an SDK for native platforms enabling seamless Virtual and Live agent communications
  • Implementing an intermediate communication layer for smooth handoff between chatbot and live agent providers
  • Enabling Paysafe to win and support new deals through enhanced mobile customer engagement

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The Results

The impact of Total Shift Left's engagement with Paysafe has been transformational:

MetricResult
Processes Automated30+ across 3 business functions
Hours Saved30,000+ hours delivered back to the business
SOX Compliance100% compliance in settlement process automation
Bot Success Rate>95% success rate of bot case completion
Mobile SDKDelivered for native platforms across Android & iOS
Delivery Speed2x faster automation delivery through mature frameworks

Business Impact Beyond the Numbers

  • Operational Consistency — Standardised processes across all acquired brands, eliminating silos
  • Reduced Human Error — Automated compliance checks eliminated manual oversight gaps
  • Scalable Framework — Built reusable automation components that accelerate future deployments
  • Enhanced Customer Experience — Mobile chatbot migration improved response times and customer satisfaction scores

These results align with the key metrics we recommend tracking when implementing shift-left practices — proving that early quality integration delivers measurable ROI.


Technology Stack

The following technologies powered our work with Paysafe:

  • UiPath — Enterprise RPA platform for process automation
  • JavaScript / TypeScript — Core development languages
  • Node.js — Backend services and integration layer
  • React — Frontend interfaces and dashboards
  • Swift / Objective-C — iOS native mobile development
  • Java / RxJava — Android native mobile development

Why Intelligent Automation Matters

Paysafe's story illustrates a pattern we see across enterprises: the biggest efficiency gains don't come from automating individual tasks — they come from transforming entire process chains across an organisation.

By combining CI/CD best practices with intelligent automation, organisations can:

  • Reduce manual effort by 60-80% in high-volume operational processes
  • Achieve full regulatory compliance through automated audit trails
  • Scale operations without proportionally scaling headcount
  • Deliver faster time-to-market for new products and services

If your organisation is facing similar challenges with process consistency, regulatory compliance, or operational efficiency, learn how our consulting services can help.


Ready to Transform Your Operations?

Total Shift Left specialises in helping enterprises achieve operational excellence through intelligent automation, test automation, and shift-left practices.

Schedule a Consultation to discuss how we can deliver similar results for your organisation.

Frequently Asked Questions

What is intelligent automation in enterprise operations?

Intelligent automation combines robotic process automation (RPA), AI/ML, and process orchestration to automate complex business workflows end-to-end. Unlike basic RPA that follows rigid rules, intelligent automation can handle exceptions, learn from patterns, and make decisions — delivering 3-5x more value than traditional automation approaches.

How much can RPA save an enterprise annually?

Enterprise RPA programs typically save 20,000-50,000+ hours annually depending on scale. Cost savings range from $500,000 to $5M+ per year for organizations automating 20-50 processes. ROI is typically 150-300% in year one, with compound savings as additional processes are automated and bots handle increasing transaction volumes.

What is a good bot success rate for RPA?

A healthy bot success rate is 90-95% for complex processes and 98-99% for simple, rule-based tasks. Success rates below 85% indicate issues with exception handling, data quality, or process design. Monitoring and continuous improvement through AI-driven exception handling can push rates above 95% even for complex workflows.

How do you ensure SOX compliance with automated processes?

Ensure SOX compliance with automated processes by: implementing comprehensive audit trails for every bot action, enforcing segregation of duties through role-based access controls, maintaining change management documentation, running regular compliance testing against control requirements, and conducting periodic reviews of automated workflows against regulatory standards.


Continue Learning

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Rishi Gaurav

About the author

Rishi Gaurav

Founder, Total Shift Left & Shift-Left API

Rishi is the founder of Total Shift Left and Shift-Left API, with deep expertise in building both technology products and technology services businesses. He has worked with customers including Microsoft and PayPal, and previously scaled Leapwork's India operation from 0 to 250 people across product, sales, and support. He has spent more than a decade designing API test automation and CI/CD platforms for regulated enterprises in BFSI, healthcare, and the public sector — work that informs his writing on self-hosted LLMs, contract testing at scale, and shift-left strategy. He is a frequent author on AI API testing, OpenAPI-driven automation, and on-prem deployment of testing platforms.

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