The invoice knows which deal it came from
Raised against the CRM record, so revenue is attributable without a monthly reconciliation exercise.
Invoice to reconciled payment, without the spreadsheet.
Version X finance covers invoicing and payment tracking from the Launch tier, and adds automated bank reconciliation from Scale. Invoices are raised against the same customer record as the deal that produced them, so nothing is retyped between systems.
- Replaces
- Xero and QuickBooks add-ons, plus the spreadsheet beside them
- Available from
- Launch · €499/month
Chasing that stops when it is paid
Overdue invoices chase themselves, and stop the moment payment reconciles, which is the part manual chasing usually gets wrong.
One number that agrees with itself
Your finance lead and your account manager look at the same figure for a customer, because there is only one.
What Ori does here
Ori chases what is overdue, flags the invoices that are late on accounts that are also quiet in support or missing meetings, and tells you which of those is actually a churn risk rather than an admin one.
Questions about finance.
Why is bank reconciliation only on Scale and above?
It is the one finance capability that scales with transaction volume rather than team size, and a five-person team’s manual reconciliation load is genuinely light. Invoicing and payment tracking are on every tier, including Launch.
Does Version X replace my accounting software?
It replaces the invoicing, payment tracking and chasing layer, and the spreadsheet that usually sits beside it. Statutory accounts and filing stay with your accountant.
Which tier includes finance?
Invoicing and payment tracking from Launch. Automated bank reconciliation from Scale.