Revenue

The challenge

Money arrives in several bank accounts every day, and matching each payment to the right client and invoice is manual. Invoices are made one by one, recurring bills get missed, and nobody sees whose plan is expiring or who still owes money.

What we built

One finance hub for billing and collections. Every bank receipt is listed and claimed against the right client and invoice, with approvals. Pro forma invoices and final invoices live in one place, recurring invoices go out automatically every morning, and each client's billing, payments and renewal dates are on one screen, with alerts for plans expiring soon.

How it's used

• The accounts team matches a receipt to the right client and invoice in a few clicks.
• Monthly and quarterly invoices go out on time, automatically.
• An account manager sees plans expiring in 30 days and sends renewals early.
• The finance head sees every unpaid, partly paid and overdue invoice in one place.

For your business

If payments arrive in several bank accounts, Revenue helps your accounts team match each one to the right client and invoice in a few clicks, send recurring invoices on time, and spot plans expiring soon.