Real-time revenue management: Track revenue, monitor outstanding client balances and report to the general ledger, with the ability to roll up and aggregate as needed. Supports accrual accounting methods for more effective tracking.
Flexible configuration and calculation methodologies: Leverage a robust, flexible calculation engine to handle any type of fee structure, service agreement, currency, exchange rate, invoice format or language.
Invoicing and statements: Streamline invoice and statement generation with automation technology. Access options to utilize out of the box templates or customize to your brand and business.
Revenue forecasting: Create rolling forecasts based on key variables and anticipated business events, such as new business and product offerings, pricing strategies and rate shifts.
Process automation: Centralize disparate sources of information to a single, streamlined platform and leverage a powerful workflow system for more efficient operations.