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ease
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Average Ratings 0 Ratings

Total
ease
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design
support

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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

Screenshots View All

Screenshots View All

Integrations

Adyen
Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
PayPal
Payrix
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Square POS
Stripe
Sugar Sell
WePay
Zoho CRM

Integrations

Adyen
Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
PayPal
Payrix
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Square POS
Stripe
Sugar Sell
WePay
Zoho CRM

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

Product Features

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