Finance Automation
Automate revenue realization and get complete visibility for reliable reporting and forecasting.
Order-to-Cash
Streamline your CPQ and Order-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.
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).
Compliance
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.
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.
Quickly integrate all your favorite apps
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.
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.
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.
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.
Getting started with Finance Automation
- Discovery & Research
- Collaborative building session
- Testing & business unit training
- Go live