Automating & Modernizing Critical Billing Processes

December 21, 2022

As Class expanded its business through internal development and acquisitions, its existing billing process was an obstacle to keeping pace with its accelerating growth.

By implementing BillingPlatform, the wealth accounting software provider improved efficiency through automation and:

  • Replaced complicated macro excel workbook
  • Integrated with existing CRM, ERP and other enterprise systems to automate processes
  • Reduced risk of user error and enabled easier review process before issuing invoices
  • Reduced time to process invoices to 1 day

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