Finance & Revenue Operations

Invoicing, payables, collections and job costing, connected to the accounting system so nothing is entered twice.

Finance & Revenue Operations solutions

01
Accounts Receivable Follow-Up
Drafts payment reminders and an aging list, and a person approves each send.
02
Invoicing & Billing Automation
Creates invoices from completed work and schedules the follow-up.
03
Progress Billing & Pay Applications
Builds progress-billing and pay-application packets from a job list.
04
Accounting System Sync
Keeps the job system and the books in step, so nothing is entered twice.
05
Vendor Invoice Audit
Compares invoices with supplier pricing and credits, and flags price drift and duplicates.
06
Job Costing & Profitability Reporting
Labor, material and margin on each job, shown beside the cash position.

Industries

Medical Practices
Phone intake, scheduling, patient forms and billing follow-up, with staff in charge of anything clinical.
Dental Practices
Booking, recall, insurance verification and patient forms for dental offices, with the front desk in charge.
Veterinary Practices
Appointment booking, vaccine reminders and client communication for animal clinics.
Home Services & Trades
Calls, estimates, dispatch, paperwork and invoicing for roofing, HVAC, plumbing, electrical and field service companies.
Construction & Contracting
Contract checks, progress billing, job costing and document control for general contractors and specialty subcontractors.
Manufacturing & Machine Shops
Quoting, order entry, purchasing, job costing and quality records for job shops and small manufacturers.
Law Firms
Intake calls, case-system entry, inquiry replies, engagement letters for signature, invoicing and unpaid-invoice follow-up for law firms and solo practitioners.
Property Management
Maintenance requests, rent collection and tenant communication for property managers.