Order to cash automation from order creation to payment reconciliation
Order to cash automation that standardizes handoffs between sales operations and finance.
Workflow Engine
Lead→Deal→Quote→Order→Invoice→Payment→Reconciliation→Renewal
Synced
All systems
Active
12 workflows
Audit trail
100% logged
One workflow engine. One audit trail. One source of truth.
Trusted by 1,000+ teams
Automate order-to-cash end-to-end
Order-to-cash automation connects order creation, invoicing, payment collection, and reconciliation so finance can close faster with fewer exceptions.
Faster invoicing
Trigger invoices automatically from order milestones and keep statuses synchronized across systems.
Fewer disputes
Enforce pricing and approval rules so invoices match what was sold and what was delivered.
Cleaner cash application
Automate payment matching and reconciliation to reduce manual work and improve AR visibility.
Typical workflows
- Create orders from CRM deals and validate required fields before downstream steps.
- Generate invoices when an order is approved, fulfilled, or renewed.
- Sync invoice status and balances back to CRM so the go-to-market team has accurate signals.
- Reconcile payments and write back outcomes (paid, partial, failed) with a full audit log.
[OK] Order ORD-2026-0412 created from CRM deal
-> Validating items, tax, and payment terms
-> Generating invoice INV-2026-0931
[WAIT] Approval required: non-standard net terms
[OK] Approved by Finance
-> Sending invoice and syncing status to CRM
-> Matching payment and reconciling balances
Start small, expand safely
Most teams begin with one high-volume workflow and add adjacent steps once the data model and controls are in place.
Frequently asked questions
Can we automate invoicing without changing our ERP?
Yes. The goal is to orchestrate and govern workflows across existing systems, not replace them. We connect to your current stack and keep records synchronized.
How do you handle exceptions like discounts and non-standard terms?
Exceptions are modeled as explicit approval steps with audit logs, so approvals are traceable and predictable.