Finance Automation Edition

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

Package details

Starter workflows

Quote-to-Cash

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

AP & Procurement

AP and Procurement automation

Trigger procurement requests for new inventory/assets while recording payment status and history. Keep vendor data in sync to automate payments, expenses, payroll, and return merchandising (RMA).

Payroll & Expenses

General Ledger

AP

Bank

Compliance and Risk Management

Compliance Document Management & Archiving

Documents are automatically uploaded and organized to proactively meet regulatory filing and audit checkpoints. Everything is seamlessly archived when the books are closed.

Finance

Documents

File Share

Financial Reporting

Continuous Close to deliver real-time visibility

Continuously collect and monitor all spend and revenue data in one dashboard. Empower your team to make agile business decisions with real-time reporting.

Sales

Spend

Finance

Project Management

Go live implementation

Vision to production in weeks

  • 1

    Discovery Workshop
    (1-2 hrs)

    Discuss best practices from market leaders

    Outcome: Prioritized Automation Plan

  • 2

    Collaborative building session (1-4hrs)

    Outcome: Working Automation

  • 3

    Pre-roll out testing & business unit training

  • 4

    Go live!

Package includes

  • Connectors for Finance related systems
  • Starter Finance workflows & 10,000+ community automations
  • Implementation workshops
  • AL/ML Workbot
  • Forum, email, chat and phone support (concierge service available)
Starting at $1499/month

billed annually