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Description
Planview ChangePoint automates professional services automation for service-first businesses, allowing them to reduce quote-to cash and increase profitability.
ChangePoint Services Automation (SA), an end-to-end software application that powers the entire engagement lifecycle, is a Professional, Managed, or Embedded service software application. ChangePoint SA facilitates efficient orchestration of engagements and projects. It does this by identifying service opportunities, contract and project management, invoicing, and revenue recognition. This allows for better financial control, informed business planning, and increased revenue growth. All key information about customers is grouped in a way that makes sense. Keep track of your key customer contacts so you can reach them whenever needed. Based on the most important KPIs, you can instantly assess the health of your customer lifecycle. You can capitalize on every financial opportunity by understanding every aspect of the customer's lifecycle.
Description
Stripe Revenue Recognition simplifies the process of accrual accounting, allowing for a swift and precise closing of your financial books. By automating and tailoring revenue reports, it aids in adhering to IFRS 15 and ASC 606 revenue recognition standards effortlessly. As your business expands, managing revenue can quickly turn into a cumbersome and error-prone task. That's why we've integrated a revenue recognition feature directly into Stripe, enabling you to automate the accounting process for your transactions and billing agreements. Our solution adeptly manages intricate situations, including upgrades, downgrades, prorations, refunds, and disputes without hassle. With reliable data at your fingertips, you can prepare financial statements that are ready for audits and attain a complete understanding of your business operations. You can easily access all your Stripe transactions and terms while also importing data from non-Stripe sources through the dashboard. Plus, you can generate accounting reports that come pre-configured, eliminating the need for dedicated engineering resources and allowing you to focus on what truly matters—growing your business. This seamless integration ensures that all aspects of your revenue accounting are handled efficiently, giving you peace of mind.
API Access
Has API
API Access
Has API
Integrations
Adyen
Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
PayPal
Payrix
QuickBooks Online
SAP ERP
Integrations
Adyen
Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
PayPal
Payrix
QuickBooks Online
SAP ERP
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Planview
Founded
1989
Country
United States
Website
www.planview.com/products-solutions/products/changepoint/
Vendor Details
Company Name
Stripe
Founded
2010
Country
United States
Website
stripe.com/revenue-recognition
Product Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking