The report puts itself togetherFinaxis brings your sources together and reconciles them with your rules and indicators. No more copy-paste every month.
Numbers closer to the meetingRefresh the report right before the meeting, based on the sources available, instead of presenting Monday's data on Friday.
Time to decideThe variances to review stand out. Your team moves on to analysis and decisions instead of formatting.
What we build with you
Based on your sources and your priorities.
Operations
Availability, capacity and profitability
Who is free, what your team can still take on and what each engagement earns, in one report.
Availability
The open hours of each person and each team, week by week.
Capacity
Confirmed work and the order backlog, compared with what the team can deliver.
Profitability
The margin by engagement, by client and by service line, based on the time actually spent.
Executive overview
Cash, receivables, work in progress and order backlog, on one page.
Cash forecast
The low point ahead, against the cushion you set.
Lever simulator
Billing earlier, a client paying late, a new hire: the effect on cash.
Indicators against your targets
Days sales outstanding, work in progress, gross margin, billable utilisation.
Variances explained
What explains a rise in expenses or a gap between the bank and the books.
A view per profile
Leadership, finance, management and field teams, each with its own access.
The sources we connect
Accounting
Bank
Payroll
CRM and quotes
Purchase orders
Project management
Timesheets
Production and inventory
Shipping and delivery
Billing and collections
Purchasing and expenses
Contracts and agreements
ERP
CSV or Excel files
And anything else that gives you a clear view of your operations and lets you act on it.
Order-to-cash
Operations and billing
Your sales, capacity and billing, connected through to collection.
Your capacity, people and machinesWhat your teams and equipment can still take on, before you confirm an order or an engagement.
Your billing rulesFixed fee, time, milestone or recurring, matching your agreements.
Invoices ready to sendA daily queue of what can be billed.
Unbilled workAlerts on finished work with no invoice and time not entered.
Change ordersChanges awaiting approval, followed through to the invoice.
Milestones and holdbacksProgress billing by stage, holdbacks to claim.
Billable expensesExpenses to re-invoice, attached to the right engagement.
Forward Deployed Financial Engineer
Someone Finaxis sends to work with your team for the length of the engagement. They learn how you work, set up the automations and hand control over to you.
Every engagement requires purchasing time with a Forward Deployed Financial Engineer, who maps your current situation and sets up the right automations with you.
Engineering time quoted by sales
1Observe, audit and document the real work between sales, operations and finance
2Design the target process with your managers
3Set up the automations, each one tested and handed to an owner
4Hand over control, with documentation
Your cycle, from order to cash
1Quote
2Order
3Work or production
4Delivery
5Billing
6Collection
What gets an invoice paid
Every sector has its proof that the work was delivered. We attach it to the invoice, so it gets paid without back-and-forth.
Manufacturer
A purchase order with the right part number, quantity and price, and a signed delivery slip.
Agency
A completed milestone and a deliverable approved by the client.
Accounting firm
The reports delivered and the engagement signed for the period.
Contractor
A signed installation sheet and approved change orders.
What moves the engineering time
The number of billing flows
The systems to connect
How complex your terms are: milestones, holdbacks, change orders
The prices shown are for a 1-year contract. The final price then depends on your volume, the modules switched on and the payment frequency.
Monthly prices are 12% to 15% higher. The 1-year discount is shown on each offer.
Financial analysis, operations and billing, and accounts receivable on the Nova plan with 6,000 clients included and unlimited users and external AI agents, from $4,750/mo.
An executive overview, a cash forecast, a lever simulator, your indicators against your targets, variances explained and a view per profile, with the availability, capacity and profitability of your operations. All of it built from your sources. Onboarding is included in the subscription.
Any that give you a clear view of your operations and let you act: accounting, bank, payroll, CRM, purchase orders, production and inventory, timesheets, ERP, CSV or Excel files. We pick with you the ones that serve your first overview.
For every engagement, Finaxis sends a Forward Deployed Financial Engineer to work with your team. They learn how you work, set up the automations with you, then hand control over to you. Sales quotes their time.
500 more clients: $100/mo, on any plan. You can also move up to the next plan.
The $3,500 onboarding fee covers 10 hours of training. When the training is completed within the first 45 days, the full amount is credited to your next billing cycles.
Each accounting book gets its own portal. An additional portal costs from $500/mo on Billie and from $1,100/mo on Nova. For more than one additional portal, talk to sales.
Yes, on every plan. A custom integration, built by Finaxis, is quoted separately.
We use the cookies the site needs to work. With your permission, we also use analytics and advertising cookies to understand how the site is used and to measure our campaigns. They stay off until you accept them, and you can change your mind at any time.
Privacy policy
Necessary
Keep your session open, protect forms against bots and remember your choices.