Features

Instantly pulls product and pricing data from the Opportunity or Order.

Generates Billing Transactions and Invoices automatically, based on your defined schedule.

Reduces the entire invoicing process to a few seconds, maximizing team efficiency.

Define precise billing schedules in advance to match project milestones or specific dates.

Handle fixed-rate recurring payments.

Accurately invoice customers based on consumption.

Connect to the Peppol network via a certified access point.

Generate invoices that adhere to required national and international electronic invoicing standards.

Leverages Salesforce's secure infrastructure to protect your data, ensuring a seamless and fully protected invoicing environment.

Automatically push finalized invoices and payments to your accounting system (e.g., Bob, Adfinity).

Eliminates human error from data encoding and transfer, ensuring data integrity across the platform.

Facilitates seamless collaboration by providing your accountant with clean, ready-to-process financial data.

Track project expenses against billed revenue, calculating gross margin using integrated cost data.

Use integrated salary and personnel cost data to accurately reflect the true cost of human resources on projects.

Integration potential with time tracking tools to feed precise hours into cost calculations.

Financial predictions based on live sales data and scheduled invoicing data.

Identify future financial gaps or surplus well in advance, improving treasury management and investment planning.

Use accurate projections to inform hiring decisions, major purchases, or financing needs.