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Average Ratings 0 Ratings

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ease
features
design
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

Instead of trying to master a new software tool, leverage the spreadsheet functions and formulas that you're already familiar with, such as COUNTIF() and SUMIF(). You can seamlessly connect two tables without using SQL by utilizing our LOOKUP() function. Enhance your analytical capabilities by creating pivot tables from your company’s data. Save yourself the hassle of manually updating or reconstructing reports, and instead take advantage of automatically refreshed data. Uncover trends in your data over time, make comparisons, and gain quick insights by incorporating line, stacked, or pie charts into your reports. Additionally, delve into our popular templates to design dashboards that integrate data from various other platforms, allowing for a more comprehensive view of your information. This way, you can maximize the utility of your existing skills while creating more visually appealing and informative presentations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
HubSpot Customer Platform
Salesforce
Snowflake
Stripe
Airtable
Amazon Redshift
Brex
Close
Endorsal
Expensify
Google Cloud BigQuery
Gusto
MySQL
Nocode HQ
Pipedrive
Ramp
Rippling
SQL Server
Stackpack

Integrations

HubSpot CRM
HubSpot Customer Platform
Salesforce
Snowflake
Stripe
Airtable
Amazon Redshift
Brex
Close
Endorsal
Expensify
Google Cloud BigQuery
Gusto
MySQL
Nocode HQ
Pipedrive
Ramp
Rippling
SQL Server
Stackpack

Pricing Details

$199 per month
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

Rillet

Website

rillet.com

Vendor Details

Company Name

Actiondesk

Founded

2017

Country

France

Website

www.actiondesk.io

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Product Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Alternatives

Alternatives

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