Understand your numbers. Connect sales, operations and finance to see what to bill, what to collect and what to prioritize.
Financial picture
September · Accounting ledger
Revenue
$240,000
+20% vs. Aug.
Expenses
$216,000
+32% vs. Aug.
Net profit margin
Review expenses
Expenses are rising faster than revenue. The margin is narrowing.
From order to cash
A sale in your CRM. Work in your project tools or ERP. Invoices in your accounting system. Finaxis helps your teams connect the dots throughout the order-to-cash cycle.
Examples of tailored workflows
Order
CRM
Project approved
Billing terms have been agreed upon.
Delivery
Projects and time
Milestone complete
Hours and the deliverable are on record.
Billing
Accounting
Invoice to check
The milestone appears to be unbilled.
Collection
Accounts receivable
Payment to collect
Follow-up will begin after invoicing.
Proposed next step
Review the milestone with billing
Compare the contract, hours and deliverable to confirm whether the invoice can be issued.
These examples are configured with you around your systems and billing terms. Your team approves the decisions.
Your needs
Understand the numbers, track what needs billing and move accounts receivable forward: three connected needs.
Your numbers, together for better decisions.
A daily or weekly management briefing to understand changes, examine gaps and set priorities. Start with your exports, then define updates around your available sources.
Work is moving. Is billing keeping up?
Service projects or manufacturing orders: define how commitments, progress, deliveries and billing should come together.
Tailored workflows
Explore this solutionEvery follow-up has a context.
A payment promise, a disputed invoice or a partial payment: prepare follow-ups using account history and recorded notes.
Your tools, your context
Accounting holds the numbers. Your CRM records the commitments. Project tools or your ERP track the work and deliveries. We define which data to bring together with you.
Native QuickBooks and Acomba connectors. CSV import is also available.
Customers, agreements, terms and recorded activities: commercial context that matters to finance.
Projects and hours for services; orders, production and deliveries for manufacturers. Connections and imports are scoped with you around your tools and available data.
Analysis helps you understand the case. Your team contributes its judgement and approves the next steps.
On-demand assistance and orchestration meet different needs. Choose the level that fits your team.
Needs that span sales, operations and finance are scoped and implemented with you. Custom modules are offered with Nova.
Our products
Start with the one that solves your priority. The Finaxis suite brings all three together.
All three products, together.
Sales, operations and billing connected, for companies that bill by project.
Automated reminders, for businesses that want to get paid faster.
Three plans: Iris, Billie and Nova. Choose your plan
Start with a real case from your business. See what Finaxis can take on alongside your team.
Schedule a DemoPreviews are illustrations using fictional data. Examples connecting CRM, operations, ERP and billing represent workflows to tailor to your systems, rather than a single application screen.
Necessary
Keep your session open, protect forms against bots and remember your choices.
