Capabilities
What it does
Invoicing & payments
Invoices move from issue to paid in one record, without exporting to a separate accounting tool to track status.
1invoice record, from issue to paymentExpense tracking
Expenses are logged and categorized as they happen, instead of arriving in an inbox at month-end.
0expense reports lost in emailTax-ready records
Transactions are categorized consistently as they're recorded, so tax reporting isn't a reconstruction project.
100%of transactions categorized automaticallyFinancial reporting & workflows
Approvals and reporting run on the same live data, so the numbers on a report match what's actually happened.
real-timefinancial reporting, no month-end scramble
How it works
From connected to automated
- 1
Issue invoices & record payments
Track every invoice from issue through payment.
- 2
Track expenses as they happen
Expenses are categorized and logged in real time.
- 3
Route financial approvals
Spending and payments move through configurable approval workflows.
- 4
Report on the current state, anytime
Financial reports reflect live data, not a month-end export.
“We replaced five tools with one platform and cut our lead response time from two days to under two hours.”
VP Revenue Operations
Illustrative example — real customer stories launch with the Customer Stories page
62%
faster lead response time