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.
Who does this work
Not a tool you operate. Ori orchestrates, and the heads below do the work on your desk.
Head of Sales
Keeps every deal moving, and knows what finance and support have already seen on the account.
Head of Finance
Chases what is owed, reconciles what arrives, and watches the invoices that are going wrong.
Head of Client Health
Reads support volume, invoice behaviour and quiet accounts together, and sees churn coming while there is time.
Meet the rest of the team, and add specialists of your own wherever you need them.
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.