Rechnungsautomatisierung

Rechnungsautomatisierung

Develop Workflows that Support and Streamline Business Processes and Eliminate Manual Processes Through Billing Automation

Automating business processes is crucial in today’s complex enterprise landscape. BillingPlatform offers built-in workflows for billing automation, simplifying financial operations, minimizing errors and enhancing efficiency—from managing intricate contracts to converting manual tasks.

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Kernkompetenzen

Automate Workflows to Support Any Business Model, No Matter the Requirements

Billing Automation Workflow Engine

Maximize productivity by automating billing workflows and eliminating manual processes across your operations.

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Billing Process Workflow Notifications

Trigger alerts and notifications when critical events happen to both customers and internal employees.

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Dokumentenerstellung

Tailor branded proposals, welcome packets, invoices and more with automated document generation and delivery to keep customers informed and engaged.

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tipalti-Logo

„Im Zuge unserer Expansion benötigten wir eine Abrechnungslösung, die nicht nur unser wachsendes Volumen und die zunehmende Komplexität bewältigen konnte, sondern sich auch in wichtige Lösungen von Drittanbietern integrieren ließ, um den gesamten Abrechnungs- und Ertragsmanagementprozess abzudecken – und BillingPlatform erwies sich als die beste Lösung für unsere Anforderungen.“

Sarah Spoja, Tipalti

Finanzvorstand

„Otava hat es sich zum Ziel gesetzt, ein Umfeld zu schaffen, in dem unsere Kunden erfolgreich sein können, und BillingPlatform unterstützt uns dabei, unseren Kunden genau die Optionen anzubieten, die sie benötigen. Die Cloud-basierte Skalierbarkeit der Plattform, die Konfigurierbarkeit ohne Programmieraufwand, die Integrationsmöglichkeiten und die Fähigkeit, unsere komplexen Abrechnungsanforderungen zu erfüllen, passen perfekt zu unserem Ansatz und werden letztendlich unser Wachstum fördern.“

Austin Cook, Otava

Vizepräsident für Finanzen und Controlling

netroadshow building background

“Because each investment bank tracks data differently, we required a solution that would be flexible enough to support the specific billing requirements we have for each of our clients, and BillingPlatform solves this difficult challenge for us.”

Cheryl Drust, NetRoadshow

Director of Finance

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neptune technology logo

“BillingPlatform proved to be the best solution that combined the ability to easily configure and scale the system to meet the evolving needs of Neptune 360, without the time and expense other solutions required to customize it. With a secure, flexible quote-to-cash system in place, we can now focus on growing our services business and customer base by enhancing the user experience and delivering new data insights and business value to water utilities.”

Steve Feeney, Neptune Technology Group

VP of Customer Experience

Billing Automation Workflow Engine

Efficiently Manage Workflows and Operations with Our Automated Billing Platform

BillingPlatform’s billing automation software ensures seamless execution of billing processes at scale, empowering finance teams to maximize productivity. Our integrated workflow engine enables easy set up and orchestration of automated billing workflows through a simple point-and-click interface. This comprehensive solution minimizes manual tasks, providing maximum efficiency for your business.

With built-in workflow capabilities, you can automate processes effortlessly and efficiently. Whether using common automation tasks or configuring bespoke workflows based on platform elements, our solution meets diverse business needs with flexibility and precision.

Billing Process Workflow Notifications

Send Notifications to Customers with Ease

Enhance response time and customer satisfaction with automated alerts and notifications for critical events. BillingPlatform provides advanced system notifications for both your users and customers.

Application users receive proactive alerts for billing issues, displayed on the home screen or emailed to subscribed users for immediate action.

Customers receive automated notifications for missed payments, expiring or declined credit cards and approaching contract thresholds, ensuring they stay informed and engaged.

Dokumentenerstellung

Create Essential Documents Easily

Dynamically generate and populate PDFs, XLS or Word documents with application data using templates, automating their delivery.

  • Generate welcome documents for new accounts
  • Attach supporting documents when sending invoice PDFs to customers
  • Trigger document sends to customers from custom objects created in the platform
  • Automatically generate and send credit memo PDFs when a credit is created

Our process console offers real-time monitoring of document generation processes in the system. This provides vital statistics on execution status and pending work item counts.