Smarter decisions. Faster outcomes. Fully connected financial intelligence.

Embedded conversational AI and custom-trained models that empower finance teams with predictive insights, accelerated process automation and AI that adapts to the way you work.

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33%

of enterprise applications will include agentic AI

Gartner predicts that by 2028, 33% of enterprise software applications will include agentic AI, up from less than 1% in 2024.

Gartner’s Top Strategic Technology Trends for 2025, November 13, 2024

50%

of genAI projects will be for employee support

Forrester predicts over 50% of successful genAI projects will be for employee support.

Predictions 2025: Automation, October 22, 2024

Trusted by Leading Global Enterprises

Core Capabilities

Unleashing the Power of AI with BillingPlatform

Copilot

Work smarter and faster using natural language to navigate, get help and generate reports—with your custom data, objects and fields.

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Predictive Insights

Empower business users to surface deep insights and future opportunities with predictive analytics—from forecasting churn to automating manual tasks.

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AI-Powered Admin

Built-in productivity assistance with contextual AI that enables admin users to turn plain language requests into automated rules and workflows–turning ideas into action.

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AI Studio

Use pre-trained models or customize and train your own to match your needs—enabling natural language reporting, feature generation, anomaly detection and predictive analytics.

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Customer Stories

“Otava is committed to creating an environment for our customers’ success, and BillingPlatform supports our ability to provide the options our customers need. The platform’s cloud-scale, no code configurability, integrations and ability to support our complex billing requirements align with our approach and will ultimately support our growth.”

Austin Cook, Otava

VP Finance and Controller

tipalti logo

“As we expanded, we needed a billing solution that could not only handle our growing volumes and complexity but also integrated to critical third-party solutions to round out the entire billing and revenue management process, and BillingPlatform emerged as the best solution for our needs.”

Sarah Spoja, Tipalti

CFO

“BillingPlatform combines an intuitive, modern architecture with the flexibility to let us configure it to our business needs and the ability to automate invoice processing rather than get delayed by manual processes.”

Eddie Aja, Kipu Health

Chief Financial Officer

“We are now much more standardized and controlled. I run a report and BillingPlatform normalizes the data across units within our general ledger. I can answer questions in minutes rather than hours.”

James Enna, Conifer Health Solutions

Vice President of Finance and Accounting

Copilot: Conversational access to your platform

Copilot is an AI-powered assistant that transforms how you interact with your data and navigate the platform. Through natural, everyday language, Copilot streamlines productivity — generating reports with AI Report Builder, guiding you through the app, and delivering targeted help when you need it.

Whether you’re creating data visualizations or asking questions like “Where do I manage invoices?” or “How do I add a new subscription?”, Copilot instantly connects you to the information you need, making complex tasks feel simple and intuitive.

  • Boost user productivity, efficiency and improve the overall user experience
  • Ask Copilot questions and get instant answers and insights
  • Adapts to your specific configuration, processes and business needs
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Predict and respond to what’s next

Leverage predictive analytics trained on your internal and external data to surface deep insights and reveal future opportunities—from forecasting churn to accelerating collections to automating cash application.

By harnessing all of your data, you can uncover patterns, anticipate trends, and pinpoint areas for action that might otherwise be missed. This equips finance teams with forward-looking intelligence that reduces risk, unlocks working capital, and drives better outcomes across your revenue lifecycle management operation.

  • Leverage all your data for true connected financial intelligence
  • Predict risk, revenue, cash flow, demand and more
  • Drive action through automation
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Automate configuration with natural language

Get AI-powered productivity assistance by describing and administering your business rules and automated processes in plain, natural language – and let BillingPlatform do the rest. This allows you to translate ideas into actionable results with ease.

Whether you’re setting up billing policies, streamlining approvals, or automating routine tasks, it’s as simple as telling BillingPlatform what you want to accomplish. The result is a more agile, efficient way of working, where your team can spend less time on manual configuration and more time focusing on higher-impact priorities.

  • Rapidly create new workflows and formulas, and have the system describe existing ones
  • Increase your operational agility and business needs change
  • Capitalize faster on new monetization opportunities
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AI Studio: Train AI to fit your business needs

An AI platform that lets your team customize and train AI models tailored to your specific configuration, data, and operational needs. It offers a library of pre-trained models for quick deployment, while also allowing you to create and refine your own for deeper insights.

From natural language reporting and intelligent feature generation to anomaly detection and predictive forecasting, AI Studio gives your team the tools to make better, faster decisions. Designed to adapt and evolve with your business, it delivers AI that’s aligned with the way you work.

  • Adapt artificial intelligence to your business model
  • Enable deeper automation and personalization
  • Future-proof your AI investment
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Value of Billing Data

Without data, AI capabilities by themselves are insufficient. Machine learning and predictive analytics require timely, accurate, and relevant information — and comprehensive billing data provides exactly that. The billing system contains a rich record of customer interactions, transactions, and operational processes, making it an ideal source for analyzing trends like product usage, sales, revenue, and customer behavior.

When combined with the AI capabilities of RevenueIQ, this data becomes a powerful engine for uncovering actionable insights, forecasting outcomes, and guiding smarter decisions across the business.

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What’s Possible with AI & Billing Data

Fraud Detection

Analyze billing data to identify patterns indicative of fraudulent activities. Learning algorithms can be trained on historical billing data to detect anomalies or suspicious transactions.

Financial Forecasting

Leverage billing data to anticipate customer behavior, spot trends, and identify risks before they impact revenue. By analyzing usage patterns, payment histories, and other metrics, you’ll make more informed decisions with better business outcomes.

Customer Behavior Analysis

Analyzing billing data can provide insights into customer behavior, preferences and purchasing patterns. This information can be leveraged to enhance personalized marketing strategies as well as churn predictions.

Billing Process Optimization

AI can analyze mediation and invoicing statistics to identify inefficiencies in the billing process. This may involve automating certain billing tasks, streamlining invoicing procedures and reducing errors in billing systems.

Cost Optimization

For businesses, billing data can be used to optimize costs and identify areas where expenses can be reduced or efficiency improved.

Revenue IQ in Action

RevenueIQ combines embedded conversational AI and custom-trained models into a single, seamlessly integrated experience. It helps finance teams gain real-time, actionable insights, increase efficiency and productivity, and accelerate automation across the entire revenue lifecycle management process.

By turning natural language into intelligent actions, surfacing predictive analytics, and adapting to each organization’s unique data, formulas, and workflows, RevenueIQ delivers AI that fits the way your team actually works—not the other way around.

Navigational Assistance

Use natural language to instantly move through the platform, find what you need, and stay productive

Help & Training Access

Ask a question and get context-aware answers on standard help content or your own documentation

Report Generation

Create detailed reports and visualize your data using natural language queries.

Workflow & Formula Automation

Say what process you want to automate or formulate to calculate and intelligent assistants do it for you. Not sure what an existing workflow or formula does, ask the AI to describe it.

Predictive Analytics

Reveal future trends and outcomes with AI-powered forecasting that surfaces risk, demand, cash flow and other key financial metrics.

Anomaly Detection

Automatically flag unusual patterns in your billing data to catch errors, risks, or missed opportunities early.

Custom Model Training

Extract and train AI on your unique data and configurations so it aligns with how your business operates.