Simplify Billing and Speed up Revenue Recognition
With the fast-paced business ecosystem, manual invoicing can result in billing errors, late payments, and lost revenue. Strong invoicing means tracking, reviewing and invoicing everything on the billable-hour, expense and project-milestone end – on schedule, and at all times. Streamline your financial processes and improve cash flow with our robust Invoicing & Revenue Management solution.
Unlock Efficiency with Comprehensive Invoicing Solutions
1. Accurate & Timely Billing
Say goodbye to manual billing mistakes as you capture all of your project, task, and resource data. With our integrated invoicing system, we can streamline everything from approval of your timesheets to creation and completion of your invoice, eliminating errors and speeding payment.
- Auto-generate invoices from approved timesheets
- Customize invoices formats to meet specific project needs
- Choose billing cycles—monthly, bi-weekly or project wise
- Include all billable and non-billable resources with clear cost breakdowns
2. Customizable Invoice Configuration
All businesses have specialized billing requirements. With our billing system, you get the freedom to customize when and how invoices will be generated, choose the billing dates and configure the workflows as per the business logic.
- Choose from pending, approved, or reviewed timesheets to bill from
- Set up particular billing policies for specific customers or projects
- Automatic billing dates to keep Money flowing steadily
- Filter out shadow resources or non billable hours as necessary
3. Automated Invoice Review & Approval
Say goodbye to invoice disputes and countless back-and-forth calls and messages with our review and approval workflow built in. Review of each invoice to be accurate, complete and client-ready before release.
- Invoice review and approval process with multiple levels
- Check draft invoices for accuracy and completeness
- Make internal notes and mark up issues prior to submitting to client
- Automatic alerts for outstanding approvals and corrections
4. Seamless Dispatch & Stakeholder Notifications
Let your clients and team can receive your invoices on time without unnecessary follow-ups. Our system does everything for you, Automate the Dispatches the complete process so that everyone is in the loop done.
- Triggered email to Clients upon verification of invoices
- CC your company stakeholders to have full-transperant for all company financials
- Live alerts for sent, received and overdue invoices
- Monitor the status of an invoice, from creation to payment
5. Real-Time Payment Tracking & Receivables Management
Keep a pulse on cash flow with real-time access to outstanding invoices, due dates, and receivables. Get real-time dashboards to monitor and measure financial performance.
- Track past-due invoices and late payees
- Categorize receivables by client, project, or by business unit
- Age reports being automatically generated to indicate collection priorities
- Get notifications for pay reminders and follow ups
6. Revenue Forecasting & Financial Insights
Understand your finances better with predictive revenue forecasting and real-time financial reporting. Decide with certainty, seeing the full picture of how your business is doing — from revenue streams, to project profitability, to the revenue to be expected in cash over time.
- Predict revenue based on existing projects and billing schedules
- Several monthly, quarterly, and yearly revenue trend analysis
- Report segment revenue by project, client or business unit
- Do revenue gaping & financial planning optimally
7. Integration with CRM & Project Management Systems
Drive invoicing not in silo by syncing them with CRM and project management. Resolve discrepancies, eliminate manual data entry, and keep financials accurate on all channels.
- Auto-sync billing data from project management modules
- Capture billable hours and expenses directly from Timesheet & Expense Module
- Consolidate billing data for multi-project clients
- Ensure seamless data flow from project closeout to invoice generation
Why Choose Our Invoicing Solution?
Our billing and revenue management system is more than just an invoicing tool, it’s a full financial package, working to maximise your cash flow, minimise seeing cash disappear when it shouldn’t, and providing you with intelligent financial data. Here’s why businesses choose us:
Scalable for All Business Sizes
Whether you are a startup or an enterprise, it adds flexibility to your billing.
Automated Financial Workflows
Decrease time spent on admin with auto billing, approvals and payment tracking.
Customizable Invoices
Match and compare invoices against client directives and branding requirements.
Actionable Financial Insights
Get access to full suite of financial reports for strategic decision making.
Seamless Integration
Integrate invoicing with CRM, project management, and accounting systems.
Data-Driven Revenue Forecasting
Forecast with certainty, find shortages, and plan for revenue growth.
New around here ? Start With the Basics
These offerings take the work out of creating, sending and tracking invoices, and they also include tools for revenue recognition and forecasting. They cut friction in the financial system and increase the flow of cash.
Automation saves times from keying in data by hand, prevents mistakes, and increases billing speed. Your finance team members can concentrate on more strategic work, not just paperwork.
Yes, we do have the support for billing by different methods such as fixed-price, time-and materials, milestone-based, and more. It customizes to fit your unique business needs.
With dashboards and analytics you can get real-time visibility into revenue streams, outstanding invoices, and payment trends, making it easier for you to make more informed financial decisions.
Absolutely. We take security seriously, and make sure your financial information is secure with us, using the latest security protocols, access controls and every day on-going audits to keep information intact and in compliance.