Alternatives to FUNDINGO Loan Servicing

Nue is the #1 Revenue Lifecycle Platform on Salesforce. Nue is designed to meet the requirements of modern businesses. Configure dynamic pricing. Sell via any channel (self service + direct sales + in-app). Manage renewals and increase revenue. Know exactly when and what to charge. Nue allows RevOps to quickly deploy opportunity-to cash processes for direct sales and self-service, while providing complete, accurate analytics for Finance. Nue was built for SaaS companies that are growing fast and need a flexible, IT-heavy solution to manage revenue flows from end-to-end.

Bryt Software streamlines the Loan Servicing Process. We simplify your operation by reducing errors and improving efficiency. Bryt is a feature-rich, intuitive, and easy-to-use application. Simple but powerful. Bryt has been designed to make your life easier. Our 30 MINUTES IMPLEMENTATION has been designed to be so intuitive, you can get up and running with little or no assistance. Most of our clients are able self-implement their system without any implementation fees. If you need support, we offer unlimited free support that will amaze! We use the latest AZURE cloud technology. We believe that our customers deserve fair and honest pricing. Our fees are determined by the number of users you have and the features you require. We won't lock you into a contract that is too long. We know you will love the product and service we offer.

ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: Landing page & Borrower portal - to attract and serve borrowers. Self-service portal - to manage the whole enterprise activity. Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc The platform can be used as SaaS or On-Premise.

LoanAssistant is a powerful and versatile loan management software developed by a dedicated team of successful software developers, bankers and accountants. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry, enabling real-time reporting. The software will dynamically calculate interest/principal based on the payment date/amount, allowing tracking/processing possible charges and fees. Operating the program is simple and does not require extensive accounting and/or bookkeeping training. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales, leases, Investor Participation and others. Extensive reporting, including custom letters and documents, 1098 tax reporting. Simple setup, no additional hardware required. No cost added for number of loans, customers, accounts, transactions. --- Accrual Accounting option available; ---- Stand-alone and Borrower side servicing options available. FREE 30-days trial

TrueRev is an operations platform designed specifically for B2B subscriptions and SaaS. It simplifies revenue recognition and deferred revenue as well as scheduled invoices, SaaS metrics, and scheduled invoices in real-time, at a fraction the cost of enterprise software. One-click synchronization with QuickBooks Online. All features available for 14-day free trial! TrueRev allows you to easily migrate your revenue schedules from Excel and remain compliant with ASC 606 Generate subscription metrics (MRR/ARR, Bookings, Churn, Cash-flow). Track new deals, cancellations, upgrades & expansion. Features include: • Revenue Recognition • Deferred revenue • Automated billing and scheduled invoices • Contract renewals • SaaS metrics • Journal entries • Shared reports • Document management • Evergreen contracts Sal Abdulla, CEO at ZenFinancials said, "TrueRev provides a platform which simplifies financial operations and removes errors, increasing clarity for all."

Cloud-based, integrated platform suite that enhances your content management and delivery experience. One platform allows you to integrate, deliver, manage, and control professional and scholarly content. Flexible order management for subscriptions or products. Cash management services can automate and streamline your business processes. Easy bundling allows the customer to mix and match any component they choose. Advanced renewal feature allows users to renew themselves through self-serve. Simplified revenue recognition and accounting interfaces. Integrated usage analytics platform that allows you to make better decisions. Flexible subscription fulfillment will optimize your subscription lifecycle events. Empower users to manage, render and deliver content across multiple channels. Publishers and librarians can access and analyze content usage analytics dynamically.

Kwik Loan Loan Servicing & Origination is simple to use. It provides a secure platform that can handle all your loan servicing needs. This software allows lenders to simplify the loan servicing and debt collection process. This powerful servicing software allows lenders create and manage loans for customers. It also includes integrated billing and payment features. You can automate and manage your loans' servicing with features like TILA generation and ACH processing (debits and credits), payment reminders and ROI tracking. Equip integrates with Kwik Decision to provide a loan underwriting module which can electronically make credit decisions. You can either use a standard scoring module, or create a custom solution with the help of one of our credit specialists.

MonetizeNow is a world-first integrated platform for quoting and billing B2B SaaS companies. It supports self-serve as well as complex enterprise deals. Features include minimum commit, prepaid credits, and payas-you go models. The platform was designed to support B2B SaaS companies. It provides a unified system to bring together sales, finance and engineering teams to scale customers without friction. MonetizeNow’s innovative platform combines billing, quoting and reporting to provide a plug-and play quote-to-cash solution across all sales channels. It allows businesses to focus more on innovative go-to market strategies and strategic pricing by reducing manual tasks. Users can quickly generate complex quotes and enjoy full automation in billing processes. They can also handle proration, coterm agreements, and renewing contracts for seamless operations.

VeriLoan offers an end-to–end loan origination, servicing and collection platform on a single platform. It also provides a flexible, process-managed approach that supports fully customized loan origination engines, helping to improve customer experience. Benefits. Benefits. VeriLoan has a powerful rule engine that streamlines loan origination and servicing. This allows financial institutions to improve their business processes and reduce costs. The tailored rule engine competence helps to efficiently define business rules that govern who is responsible for each task in loan servicing and origination. Automated loan origination system reduces time to process loans Digitalization and automation of the entire process cuts down on inefficiency and minimizes the chance for error

All your loan applications can be created, managed, and tracked in one place. It all comes together with user-definable checklists, loan approval workflows and tracking documents and images. You can also transfer to servicing with just one button. You can configure your software for commercial mortgages with incredible flexibility. You can service your commercial mortgages, participation and construction loans, loans with multiple escrow accounts, complex asset management requirements, and many other loans. With in-depth analytics and a complete financial record, managing your loan accounting is made easy with a user-defined GL interface. A variety of standard reports are available, as well as an easy-to-use reportwriter. Investor reporting is made simple with complete access to your data. We can help you with all your loan management reporting needs.

Self-Serve Borrower Portal Online real time borrower portal allows borrowers to manage their loans from any web browser or their mobile phone. You can now offer better customer service and reduce your labor costs. Fully automated system calculates all fees and supports multiple loan types, including installment, title, and refinances. Borrower Portal fully customizable with the logo and look of the lender to increase brand awareness and customer loyalty. All disclosures, EFT and applications can be signed electronically. Digital notary option ensures complete esign act compliance. Complete Online Loan Lifecycle Management Package includes websites, email marketing, integration to store database, and integration to website. Everything you need to go online. The New QuikDraw API makes it easy to integrate to the customer and 3rd party databases. The Underwriting module allows for easy underwriting via many 3rd-party credit bureaus.

Contract Collector v5 by Graveco Software, Inc. automates your entire installment loan servicing process. Contract Collector is a comprehensive software that can manage all types installment loans, notes contracts, mortgages, deeds and trusts, as well any number of clients, contracts and payments. The entire process is simplified, from entering new clients, companies, and contracts to printing client statements, deposit slips and coupon printing. Banks, auto dealerships and finance companies, as well as private investors, can use Contract Collector to track installment payments. It is cost-effective for large organizations to automate loan collection. Contract Collector is the best option for loan servicing for organizations of all sizes.

The SOFTRAX Revenue Management System (RMS) is a powerful approach to revenue management. It is the world’s only system that combines best-in-class automation for one-time, milestone, subscription, consumption, and renewal billing and complex revenue recognition in a single solution to streamline the revenue management process. This single solution gives you the freedom to focus on more profitable analytical tasks. SOFTRAX delivers the only comprehensive solution that supports all forms of complex billing and revenue recognition in accordance with the new ASC 606 and IFRS 15 standards. This unique system drives a high level of automation to advance your back-office functionality toward continuous accounting. SOFTRAX RMS delivers the industry’s highest level of system-wide automation. This single solution seamlessly integrates with existing ERP, CRM, CPQ, or home-grown systems automating the flow of order and fulfillment data to trigger billing and revenue recognition. The system simultaneously accounts for exchange rate, tax, and payment data to ensure accurate and timely processing.

Lendstream is the culmination of many years of intensive research and development. It supports all aspects of loan brokerage and lending. It is data-rich, flexible in control, and powerful in analytics. It is suitable for SME, Consumers, Mortgage, P2P lending, Crowdfunding. Facilitate loan origination from leads to funding using role-based automated, controlled workflow process. For better customer service, loan monitoring, and customer default prevention, you can use the built-in CRM system. Help customers choose the best loan option. You can use web and mobile applications to verify borrower identity and credibility, notify lenders, manage bidding, and facilitate the closing. Multiple business entities can use one integrated system that is easy-to-deploy and/or migrate from legacy software. International scaling is possible with the built-in support for Multi-currency and languages.

Real-time reports that include all revenue streams will make your data actionable and transform it from inaccessible to actionable. Subscription Billing Suite provides a powerful engine to manage complex pricing and billing models. It is a proven way to make better business decisions. Automated billing and evergreen renewals allow you to take complete control of your billing per item or contract. Flexible pricing structures allow you to discover new revenue streams that will suit your business needs. Intelligent deferral schedules can streamline your revenue recognition process and reduce your dependence on manual processes that are time-consuming and often error-prone. With comprehensive and accurate deferrals management, you can simplify revenue recognition and improve the performance of your accounting team.

The deal management module captures and processes agreement terms, creates approval workflows and allows for contract amendments. It also creates a history trail and audit trail. The rights management module allows for deal search, deal creation, IP rights hierarchies and advances and guarantees, payment schedules and royalty rates, as well as collision checking/rights clearance/holes analyses. The royalty management module processes sales and usage data, calculates and validates royalties in and out, allows for deductions/recoupments, handles violations, enables analytics, and generates royalty statements. Finance management module allows you to manage revenue recognition, accruals, expense management, a robust accountant engine, accounting sub-ledger and bi-directional ERP integrations with financial systems.

Muvi Billing, an enterprise-grade Recurring Billing platform and Subscription Management platform, is designed for digital store owners. It allows them to manage subscriptions and complex billing cycles, invoicing and collection. Muvi Billing is PCI compliant. It complies with all data protection laws in the digital payment industry.

RightRev allows businesses to seamlessly quote and sell while streamlining revenue recognition to comply with the most recent accounting requirements. RightRev is an integrated CRM system that integrates Salesforce, CPQ and subscriptions. RightRev also offers billings, billings and cash collection. RightRev provides automated revenue recognition to help manage complex revenue accounting under ASC 606 or IFRS 15. Legacy revenue recognition systems and processes are labor-intensive, inefficient and highly susceptible to error. You can get rid of outdated custom workarounds and spreadsheets. RightRev seamlessly integrates into your sales and revenue accounting processes. This provides a single platform for sales operations, revenue reporting, and revenue reporting across all products, including subscriptions, one-time sales, training, promotions, and other services. Our revenue recognition platform is built using the best-of-breed technology and can scale to meet your volume or workload requirements.

Consulting Plus' mortgage servicing software, Mortgage+Care, is designed for small, medium, and large commercial lenders as well as nonprofits, banks, and other economic development organizations. Mortgage+Care is available as a cloud-based and on-premise solution. It automates the entire lending process and allows users manage different types of loans such as term loans, lines of credit, interest-only, amortized loans, fixed or step-rate loans. The key features include loan servicing, loan origination trust accounting, investor support and collections, fund management, reporting, and fund management.

Salesforce can streamline, simplify, automate, and improve your financial management. Certinia ERP Cloud, formerly FinancialForce, gives you a flexible ledger, automated processes for billing, and brilliant intelligence in one place. Manage, recognize and forecast revenue across all revenue streams, including products, subscriptions and project services. Easily unify data, automate calculation, ensure accuracy, and transition to ASC 606 & IFRS 15. Certinia ERP Cloud allows you to streamline, automate, and simplify your financial operations. With just a few clicks, you can automate routine tasks while generating real-time analysis, modeling and compliance reports. Automate complex revenue recognition calculations, eliminate error prone and time consuming spreadsheets, and adhere the ever-evolving revenue standards.

MORSERVw, a web-based mortgage loan servicing system, is available for Windows and Mac users. It is designed for residential and commercial loan management. This product is the next generation in reliable and dependable MORSERV. It has been servicing loans for many mortgage banks since 1983. The system includes Amortization Schedule Preparation and Investor Reporting. It also has Cash Receipts and Escrow Disbursements. Escrow Analysis. 1098's and History Statements are some of the other features required by long-term or interim mortgage loan servicing agencies. This software was designed and developed with the goal of providing users with an easy-to use, accurate, and efficient way to manage their daily record-keeping tasks as well as their loan portfolios. MORSERVw, unlike many other servicing software available today was designed to work in the Windows or Web environment.

All-in-one software platform for loan origination and loan servicing. Invoicing, loan accounting, and loan billing are all possible with this software. Payment processing and check/ACH to participants and investors (participation). As well as support for mortgage pool/fund management. LOAN SERVICING SOFT helps you increase your loan servicing efficiency and lending capacity. Easy to use, flexible, and scalable LOAN SERVICING SOFT can be used for all types of lending models, including private money, hard money, conventional residential real property and commercial real estate. Automated billing, workflow, and task management.

Mainlend provides comprehensive software that streamlines the loan process, from application to financing and then servicing. Two major systems are Loan origination and Loan Management. Both are powered by an automated loan product builder and decision engine. All of these systems offer clients the best experience. The platform supports loan origination with up-to-date CRM, configurable workflows, built-in decision automaton, applications & documentation management, open API, and other features. The Platform configuration is completely customizable by the clients. This allows them to set up loan products, workflows, and data structures. The loan management system offers the following options: Configure organizational structure, manage accounts and loans, create reports to effectively control operating costs and withstand non-stop competition.

GOLDPoint Systems origination software forms part of GOLDPoint's cloud based loan management suite. It covers all aspects of the loan lifecycle. GOLDPoint Systems origination software offers a variety of features that allow organizations to approve and fund loans quicker and better serve their clients. It allows online applications, eSignature Authorization, dealer, portals and automated text and email messaging.

LendFoundry, a SaaS platform that has won numerous awards, offers tools and accelerators for lenders to manage the digital lending lifecycle. LendFoundry Loan Management System features Loan Origination System and Loan Servicing System. It also offers new-age features such as customer management, compliance reporting and authentication, security, AI credit scoring, marketing, and security. Our SaaS model reduces startup costs and the AI-enabled platform helps identify priority accounts, create risk profiles, and recommend interest rates to maximize your margins. It provides a single view of your customers' loans, payments, and statements. It is possible to implement the entire solution or only the parts that make sense for your business. Flexible enough to automate underwriting and configure back-office workflows for manual verification processes. Log all activities using an intuitive, easy-to-use interface.

Shaw Systems offers a state-of-the-art loan management solution. We are a respected leader in this space with over five decades of experience. Our solution manages every aspect of the servicing life cycle through customer service, delinquency management, recovery, and placement. Our fully integrated loan servicing system offers seamless support for the needs of the borrower, dealer, internal staff, and management. Shaw supports a variety of consumer loan servicing software products. Our products have integrated features to automate processes and navigate the dynamic credit landscape. We support loans, lines of credit, direct/indirect, floor plan, commitments, securitization, and insurance products.

Canopy is a secure, compliant loan management software that eliminates the limitations of legacy software. It is the most flexible platform API for loan servicing and management. The platform supports custom product builds with flexible building blocks that can be used for a variety of uses. Canopy supports multi-product capabilities, real time processing, account-level policies and callback automation. It also offers dispute and reversals, realtime statements and more. Canopy is part of an ecosystem that modernizes money transfers and debit cards. Canopy connects to the best-of-breed technology partners and provides end-to–end solutions for all types of financial products. Canopy helps improve the borrower experience by offering next-generation credit and lending products.

Lending Manager is a loan origination and service solution powered by AI that simplifies the lending process for financial institutions, brokers, and lenders. It automates application intake and underwriting, risk assessment and compliance. It enables data-driven, fast, and secure lending decisions with over 175 API connections and seamless third-party integrations. Reduce manual effort, reduce costs, and improve borrower experience - all in one place.

F2B Loans Comprehensive solution for all financing activities. F2B Loans, a web-based software solution that manages the entire Front to Back loan acquisition process and management, is available. It's a complete loan servicing platform that allows banks and financial institutions offer the complete set of loan functions in one integrated and scalable solution. All types of private and professional loans are covered. The entire loan lifecycle can be covered. Each loan request has its own global lifecycle. This can be summarized as: Simulation, Encoding request and Scoring, Analysis, Decision, Document generation & Signature, Back-office management. Each of these stages can easily be broken down into sub-stages, which can be parameterized in our F2B Loans Solution.

You can have brighter financial futures. Discover the best digital lending platform for consumer banking and mortgages. You can easily visualize key engagement metrics using pre-built reports. Make informed decisions about process changes with granular data and share valuable insights with your entire organization. You can improve customer satisfaction and conversion with seamless lending experiences that are available via digital, phone and in-branch channels. Allow loan officers to spend more time finding new customers and being trusted advisors instead. Automate manual steps to eliminate delays in approvals and speed up closings so you can handle more loans.

The Loan Office is a low-cost loan servicing software designed for small lenders. The Loan Office is simple and easy to use. It integrates seamlessly with Microsoft Office and QuickBooks. The Loan Office allows users to service their own loans or service loans for others.

Mortgage Servicer®, a user-friendly software tool, automates residential servicing operations. This includes payment processing, investor reporting and custodial accounting. It also allows for imaging, report writing, and custodial accounting. Loan servicers need flexibility when posting complex financial transactions. FICS®, with this in mind, has developed the most comprehensive set to allow easy posting of many types of fees and payments. Mortgage Servicer®, has the solution to speed up payment processing. Users of Mortgage Servicer®, enjoy the highest level escrow administration automation in any servicing system. Mortgage Servicer® makes it easy to automate unusual due dates and unrelated due dates that were previously difficult. Mortgage Servicer®, which is a flexible and comprehensive investor accounting tool, provides you with the best. With the help of participants or security holders, you can create hundreds of investor reporting groups.

Large companies that need to service a large number of loans or want to expand their portfolio quickly will appreciate the user-friendly loan accounting software. It has built-in subsidiary ledgers and is easy to use. This is the most economical and cost-effective option, as it does not require any additional loans. i-Servicing is a Windows-based, flexible, and powerful loan servicing system. It offers sophistication and an intuitive interface. One loan servicing software that takes servicing automation to another level. It has many more features than other similar products, and is far superior to the standard systems on the market. i-Servicing, a sophisticated and intuitive loan servicing software, comes with a variety of add-on modules. i-Servicing offers a complete solution for businesses of any size. i-Servicing, loan servicing software large portfolio unlimited loans. A one-year license allows unlimited loan servicing.

MaxQ Technologies' Advanced Revenue Management Suite, a collection modules, is designed to improve your cash flow, billing accuracy and customer satisfaction. This suite integrates with Acumatica and offers flexibility, automation, and more. Advanced Billing by ARM is the most flexible and powerful bill system available. It includes automated invoice creation, proration, metered bills, and many other features. Analyze all aspects of your billing and payments, including renewal rates, churn and MRR, average contract values, product analysis, lost clients, and more. Advanced Payments by ARM allows for payment automation that supports multiple payment options, currencies, processors, and more.

LendingFront is a white-label platform for small business lending. Our solution provides a range of modules that can be used together or separately to cover all aspects of the lending process, including application intake, workflow, decision making, underwriting, presentation, monitoring, servicing, and monitoring. Clients can automate as much or as little of the lending process as they wish, while still maintaining full control and manual oversight. LendingFront is a technology platform that enables small business lending. Our technology is changing the way small business lenders approach small-business lending, from origination to servicing. Accessing capital can be difficult and time-consuming for small businesses. LendingFront allows lenders to seperate small business lending from traditional commercial lending. Our software allows lenders to streamline the front-end process by using a digitally enabled application and borrower portal.

Our Content Value Management™ platform allows you to centralize and scale core content distribution processes, increasing visibility, efficiency, profitability, and visibility. Streamline, improve, and inform every step of your content distribution journey. You can easily manage the distribution of avails across hundreds of global customers. You can get more deals, take advantage of more opportunities, and maximize licensing deals. Simplify revenue recognition, reconciliation, cost amortization and invoicing. A unified view of OTT performance and linear performance, including AVOD TVOD, FAST SVOD, PVOD and EST. Global content performance data can be aggregated and validated for better sales and financial reporting. BB and 1st-party consumer insights help you make better decisions. Predictive analytics can help you optimize content value by finding the best titles for each platform and territory. Crowdsourced metadata makes content more searchable and relevant.

Trullion is an AI accounting oversight platform that automates data management, streamlines audits, and ensures accurate reporting across accounting workflows. Trullion leverages the best data infrastructure and AI models into a single source of accounting truth that also offers specialized modules for key accounting roles. Teams in areas like lease accounting, revenue recognition, and auditing can access the platform using a tailored UI while maintaining 100% confidence that their data is accurate and uniform across all relevant stakeholders. Using Trullion, accounting teams automate tedious manual work—reading contracts, recording terms, collecting data for audits, verifying the accuracy of their numbers, and reporting. Trullion reads Excel or PDF-based contracts and converts them into financial workflows that are connected to the data source. AI automatically detects and extracts important data from these agreements, and creates auditable journal entries. Accounting teams and auditors work faster with confidence, finance executives trust the results, and everyone operates from a single source of truth with Trullion.

The complete loan management and processing system. TaskSuite combines loan origination and loan management into a unified source of truth. This allows your team to save valuable time and make better decisions. TaskSuite automates and streamlines the entire loan processing, making it simple to manage and track all loans from the first day to their close. TaskSuite’s all-in one platform puts control at your fingertips. Whether you want to use the entire suite, or just one of the award-winning solutions, it is easy to manage and track loans from day zero to close.

Commercial lenders are constantly looking for ways to improve their loan process efficiency, increase profitability, and reduce risk in today's highly competitive market. Precision LM is a single database that manages all aspects of commercial loan management, from initial request to final disposition. Precision LM improves your results. It manages all aspects of your loan process - prequalifying loan requests and processing commitment processing. Loan disposition, servicing, accounting - all from a single database application. Streamline originations. The origination component reduces the time it takes to make a decision and close the loan. It also ensures consistency in underwriting. Servicer component simplifies servicing: This component supports a fully integrated contact system, reduces risk through tracking of portfolio and relationships, and increases servicing capabilities without additional staff.

Stripe Revenue Recognition simplifies accrual accounting, so you can close your books quickly. To simplify compliance with IFRS 15, and ASC 606 revenue recognition standards, automate and configure revenue reports. Accounting for revenue can quickly become complicated and error-prone as your business grows. Stripe has a revenue recognition solution that automates accrual accounting for transactions and billing terms. Stripe Revenue Recognition handles complex situations, including upgrades, downgrades and prorations, refunds, disputes, and other scenarios. You can create audit-ready financial statements with accurate data and get a complete view of your business. You can view all Stripe transactions and terms automatically. You can also import non-Stripe data directly from the dashboard. You can generate ready-to-use accounting reports. There is no need to invest in engineering resources.

Lincoln Data's Contract Collection System software package was designed for financial institutions that serve seller-financed mortgages, trust documents, and other installment notes. You can customize our packages to meet your business's needs. The Internet Inquiry Interface allows "inquiry only” access to loan data linked directly to your company website. It allows buyers and sellers to access their loan information via the Internet. This email service allows buyers and sellers to receive payment statements. It also greatly reduces postage, forms and labor costs. You can scan loan documents like deeds, notes, escrow instructions, and more. You can view, print, and retrieve loan documents directly from your loan account. ACH allows electronic transfer of payment and disbursement funds. ACH allows loan payments to be made electronically and eliminates the need to mail checks to sellers or banks.

Stripe Billing allows you to quickly bill customers with invoices or subscriptions. You can increase revenue, support new products and business models, as well as accept recurring payments worldwide. Instantly start collecting one-time and recurring payments via card, bank transfer, or other payment methods. You can test and roll out changes using our API or directly in the Dashboard. Flexible billing logic is available for everything, from per-seat pricing to metered billing right out of the box. There is support for coupons, free trials and add-ons. Smart retries, automatic failed payment emails, and an automated card updater reduce churn. Stripe Billing helped businesses recover an average of 38% of failed payments in 2021. Automated reporting and revenue recognition help you understand your financial health, churn, growth, and financial health. Easily sync billing data and payments data with all of your workflows.

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

Use the easy connect and bulk data loading process to create and verify your revenue and costs schedules. Download and work with new invoices easily. You can create flexible recognition schedules by combining recognition cadence parameters and per-period computation methods. With one click, you can instantly view the most recent revenue and costs on your income statement. You can quickly review the recognition schedules and drill into the buildup elements. You can track changes like cancellations and handle them with complete traceability. Flowrev is an online cost and revenue recognition and lifecycle management program that can be used with popular online accounting software. Flowrev is an addition to the outstanding value these systems provide. It allows businesses to recognize their prepaid expenses and unearned revenues on the service date or over a time period, even if they pay an invoice upfront or later.

Professional Service Automation (PSA), by Certinia, (formerly FinancialForce), is an integrated application that helps professional service businesses meet customer expectations and drive revenue growth. This powerful software includes a number of features, including resource management, billing, revenue recognition, project and sales engagement, and much more. By leveraging Professional Service Automation by Certinia you can schedule the correct people on the project, engage with customers and partners and focus on profitability for better resource and customer management.

Ordway is a smart bill and revenue automation platform that scales businesses. It simplifies the way companies price products, send invoices and collect payments. It also recognizes revenue. The cloud-based platform was designed for small businesses. It eliminates manual workarounds in revenue recognition and accounts receivable functions. It sits between an accounting system and an application/CRM. Flexible templates allow the platform to deal with a wide range of customers, including multiple contracts, unique contact terms, and multiple charges. The platform generates accurate revenue schedules. Finance teams can also create custom revenue recognition templates. Automated billing runs send monthly invoices that include all active and newly activated customers. Integration with existing systems can be achieved with minimal impact on engineering teams by using REST API-first technology.

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.

Our team creates websites and apps that allow you to publish great content across all devices and experiences. Innovins is a leader in Online Reputation Management and Digital Marketing. Your billing platform should have a PCI compliant Checkout. Accurate audit trails with GAAP compliant Recurring Revenue Recognition ensure that your customers' data is secure. Our system makes it easy to manage your plan changes. It prorates customer upgrades, downgrades, and refunds for credit. It allows you to modify customer details, billing information, and modify quantities and prices. You can encourage consumers to try your product by giving them a trial. You can also modify the length of your free trial, payment information, and redeem any trial coupons for redemption. ChargeMonk integrates multiple value propositions and a range of add-ons to make cross-selling easier.

Finance can be made a team practice. Metric.ai is your single source of truth for all financial data. You can set project budgets, calculate costs, recognize revenue, and do so with complete confidence. Get a current view of profit, utilization and effective bill rates. Discover over 100 service-specific KPIs to help you make better decisions. To reflect the organization structure, categorize employees and projects into roles, offices, departments, and other categories. You can create more accurate forecasts by combining key metrics such as revenue recognition, multicurrency, financial closes, and historical change into one place. Increase predictability in your planning process. Get alerted about potential risks and gain actionable insights into why actuals differ from forecasts. Based on project and resource plans, plan revenue, costs, and profit. Changes can be accounted for in real-time.

NetSuite SRP is a comprehensive, end to end Services Resource Planning (SRP), solution that supports a whole services business. From Customer Relationship Management (CRM) and Professional Services Automation (PSA), to accounting/Enterprise Resource Planning (ERP), NetSuite SRP supports the complete bid-to-bill lifecycle with a powerful Software-as-a-Service (SaaS) suite. NetSuite SRP makes it easier to complete projects faster, generate invoices more accurately, and reduce accounts receivable cycles. This will help you increase cash flow and eliminate revenue leakage. NetSuite SRP gives you complete control and visibility over your entire business, from the moment you identify a new opportunity to project delivery, billing, and revenue recognition. It also eliminates double entry, costly systems, and overhead management.