Order to cash automation from order creation to payment reconciliation

Order to cash automation that standardizes handoffs between sales operations and finance.

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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 more than 1000 back-office 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.