Order to Cash
Quotes
Approve pricing, generate clean orders
Order
Manage from order to delivery
Pipeline
Govern stage changes and handoffs
Owner Routing
Assign owners and follow-ups with clear rules
Incentives
Commission calculation, approvals, payouts
Record to Report
Journal Entry
Close with governed approvals
Accounts Payable
Approve bills, control spend
Accounts Receivable
Aging, collections, cash clarity
Invoice
CRM-synced invoicing workflow
Subscription
Renewals, proration, audit trail
Meter
Usage-to-invoice you can reconcile
Use Cases
AI at Work
AI agents for policy-guarded workflow execution
Order to Cash
Order invoice payment and reconciliation
Procure to Pay
Purchasing approvals and bill payment control
Record to Report
Close reconciliations and reporting
Platforms
Salesforce
Opportunity-to-cash automation with governance
HubSpot
Deal-to-order and billing automation
Shopify
Sync orders inventory and fulfillment
Stripe
Import Stripe invoices and reconcile payments
