Finance that agrees with the rest of the business.
Version X raises invoices against the customer record that produced them, chases what is overdue, and reconciles payment automatically from the Scale tier. One figure per customer, which finance and the account owner are both looking at.
Today
- Revenue is attributed by exporting two systems and reconciling them monthly.
- Chasing is a spreadsheet and a reminder.
- Finance and sales quote different numbers for the same customer.
On Version X
- The invoice knows which deal it came from, so attribution is not an exercise.
- Overdue chasing runs itself and stops when payment reconciles.
- One number, because there is only one record.
The modules you will live in
Questions.
Does this replace our accounting software?
It replaces invoicing, payment tracking, chasing and reconciliation, and the spreadsheet beside them. Statutory accounts and filing stay with your accountant.
When does automated reconciliation start?
Scale and above. Invoicing and payment tracking are on every tier including Launch, where a five-person team’s reconciliation load is genuinely light.