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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
Integrations
HubSpot CRM
HubSpot Customer Platform
Salesforce
Snowflake
Stripe
Airtable
Amazon Redshift
Brex
Close
Endorsal
Integrations
HubSpot CRM
HubSpot Customer Platform
Salesforce
Snowflake
Stripe
Airtable
Amazon Redshift
Brex
Close
Endorsal
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