Project Financials
Define and manage all your financial metrics while enabling collaboration and real-time visibility.
Flexible Bill Plan and RatesMultidimensional rates
Utilize project-specific, user-level, role-based rates or create custom ones to generate billing and costing information.
Fixed-bid, time & materials, flat rate
Leverage our versatile bill plan modeling to accommodate various client/project billing needs – fixed-bid, time & materials, flat or any combination.
Effective dates
Leverage effectivity dates to manage rate structures and align them with ongoing cost and margin requirements.
Rate cards
Build rate cards with effectivity dates for each role to model long-running client engagements.
Hourly, daily or monthly billing
Model hourly, daily, or monthly rates to capture billing information at the required level of granularity.
Comprehensive Project Accounting
Budgets, estimates and more
Manage financial controls on all projects – budgets, estimates, costs, margins, WIP, billings, bookings etc. with ease.
Project health
Gain full visibility into project financial health in real-time.
Real-time WIP
Track project status in real-time with instant updates from your resources.
Available to bill
Understand projects and tasks that are ready to be billed for every client.
Cash flow lead time
Improve visibility into cash flows and reduce billing lead times.
Zero downstream issues
Manage billing issues upstream before they percolate downstream resulting in unhappy customers.
Enhanced Invoicing
Smart and Configurable invoices
Easily define default or custom invoice templates for each client to streamline billing and invoicing using our configurable invoicing engine with multiple templates.
Manage payments
Easily manage payment terms, aging, and tracking of overdue invoices as per your business needs.
Multi-currency & global support
Invoice your globally distributed client base with multi-currency support and factor-in discounts and add adhoc invoice line items.
Integrate with accounting/ERP
Integrate invoices with your accounting, ERP or back-office systems to seamlessly share billing data.
Streamline invoicing
Achieve complete control over client invoicing and manage invoice adjustments, exceptions, and delinquencies with ease.
Revenue Plans and Rev Rec
Create revenue contracts
Model complex revenue contracts with a flexible system
Reconcile revenue contracts
Quickly reconcile revenue with contracts, WIP, and billing.
Rev rec
Leverage revenue recognition built as an extension of the billing and invoicing platform.
ASC 606 and IFRS 15
Get support for industry standard revenue recognition standards – ASC 606 and IFRS 15.
Revenue forecasts
Generate accurate revenue forecasts and plan out your future.
