Finance Automation

Automate revenue realization and get complete visibility for reliable reporting and forecasting.

Quote-to-Cash
  • Quote-to-Cash
  • AP & Procurement
  • Compliance
  • Financial Reporting

Streamline your CPQ and Quote-to-Cash processes

Automate your entire revenue process end to end - product configuration, pricing, quoting, contracts, invoicing, billing, orders, revenue recognition and renewals. It’s your most critical business process.

    CRM

    Invoicing

    Finance

    Payment status

  • NetSuite

    Our NetSuite connector lets you automate Q2C across your organization, sync account data to consolidate records and document storage, and build custom ledgers with data from any source.

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  • Coupa

    With our Coupa connector, you can automate procure-to-pay, translate POs into languages like EDI, remind managers to approve outstanding POs, and approve employee expenses without switching between apps.

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  • Salesforce

    Use our Salesforce connector to generate quotes for new deals, sync deal data between the sales and finance teams, and automatically trigger an O2C sequence when a deal is closed-won.

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  • DocuSign

    Our DocuSign connector helps you generate contracts, send reminders if someone forgets to sign, receive updates, request documents, and store contracts securely, all without leaving DocuSign.

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Getting started with Finance Automation

  • 01
    Discovery &
    Research
  • 02
    Collaborative
    building session
  • 03
    Testing & business
    unit training
  • 04
    Go live

Let’s start automating

Schedule a Demo