One record, whichever team you sit on.
Whatever team you're on and whatever business you run, everyone works from the same signed contract, so the numbers match and nobody re-keys a deal.
Finance
Live ARR, cash and DSO, and a forecast built from what's actually scheduled.
- Real-time revenue metrics
- Cash forecast from real invoices
Sales
The signature starts billing, and customers can pay before the call ends.
- Signature triggers the invoice
- Pay at signing
RevOps
A revenue cycle that runs on rules you set once, with your CRM and ledger in sync.
- End-to-end automation
- Two-way CRM and ERP sync
Founders
Billing, payments and recovery on autopilot, without a finance team.
- Get paid without the chase
- Failed payments recover themselves
Agencies
Retainers and milestones billed straight from the signed SOW, and clients who pay on time.
- SOW becomes the billing plan
- Get paid without chasing clients
Software
Subscriptions, seats and usage billed from the contract, with ASC 606 and live ARR.
- Any pricing model
- Upgrades prorated for you
Recruiting
Fee agreements signed online and placement fees invoiced the day a candidate starts.
- Placement fees on start dates
- Retained search in installments
Consulting
Engagement letters that become the billing plan, with change orders billed automatically.
- Fixed fees and milestones
- Revenue recognized as delivered
Every team, one contract.
Sales signs it, accounting bills and recognizes it, and finance reports and closes on it. Because it's the same record, nothing has to be reconciled between teams.
Lower DSO
after automating billing and collections
Less revenue leakage
billing comes straight from signed terms
Revenue accuracy
reconciled continuously
Workflows automated
from signature to settled
Close on Agree.
See your own month-end, from signed to settled to closed.