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features
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support

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Description

Integrate Stripe and CRM data to automate customer revenue recognition, invoicing, and accounts receivable aging. With ease, you can delve into and navigate through annual recurring revenue, net revenue retention, logo retention cohorts, SaaS profit and loss statements, as well as your GAAP financial reports. Collaborate with experts who grasp your challenges and can assist you in resolving them effectively. Let Rillet AI optimize your closing process and streamline tedious workflows by summarizing them in just a few sentences. Conduct data analyses in mere seconds, eliminating the need for multiple data exports, complex pivot tables, and extensive lookups. A real-time synchronization from your CRM generates a revenue waterfall and deferred revenue schedules automatically. You can also effortlessly adjust existing contracts and establish tailored revenue patterns. Moreover, connect seamlessly with over 11,000 banks and credit unions, while our advanced machine-learning algorithms achieve a remarkable 90% transaction matching accuracy. This innovative approach not only saves time but also enhances your overall financial management efficiency.

Description

Allow automation to streamline your financial management tasks so you can focus on what truly matters for your enterprise. With Netvisor, you are equipped with current financial data and tools that allow you to forecast effectively. Routine financial chores, including bookkeeping, invoicing, monitoring receivables, and validating purchase invoices, are efficiently managed through automation. You can explore detailed insights beneath the numbers, drilling down from the income statement or cost centers to specific documents. By updating information in a centralized location, time is saved significantly. Additionally, data is seamlessly transferred between financial management and payroll systems, enhanced by integrations with other platforms. We have curated five comprehensive service packages tailored for the needs of both small business owners and large corporations. You are welcome to select a package that aligns with the unique requirements of your business, ensuring you have the right tools for success. This flexibility allows you to adapt and grow as your business evolves.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Avalara Yes 
BI Book No 
Brex Yes 
Expensify Yes 
Flashnode No 
HubSpot CRM Yes 
Justworks Yes 
Keto AI+ Platform No 
Lunni No 
Lunos Yes 
Monk Yes 
Nitesoft No 
Rippling Yes 
Solvimon Yes 
Stackdeck No 
Stackpack Yes 
Stripe Yes 
TaxJar Yes 
Taxwire Yes 
Tehden No 

Integrations

Avalara No 
BI Book Yes 
Brex No 
Expensify No 
Flashnode Yes 
HubSpot CRM No 
Justworks No 
Keto AI+ Platform Yes 
Lunni Yes 
Lunos No 
Monk No 
Nitesoft Yes 
Rippling No 
Solvimon No 
Stackdeck Yes 
Stackpack No 
Stripe No 
TaxJar No 
Taxwire No 
Tehden Yes 

Pricing Details

$199 per month
Free Trial No 
Free Version No 

Pricing Details

€15 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Rillet

Website

rillet.com

Vendor Details

Company Name

Netvisor

Country

Finland

Website

netvisor.fi/

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

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