Streamline Accounting with Comprehensive Financial Management Solutions

Optimize financial operations with robust tools for managing accounting and finance tasks quickly and easily

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LA CONFIANZA DE LOS LÍDERES DEL SECTOR

Capacidades básicas

Core Financial Management Capabilities

Reglas del Libro Mayor

Simplify rule management for accurate journal entries and financial tracking

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Anotaciones en el diario

Ensure precise, timely recording and tracking of financial transactions

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Cierre del período

Automate and manage the closure of accounting period easily and effectively

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Información financiera

Generate detailed reports to gain insights and ensure compliance

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Historias de clientes

"BillingPlatform combina una arquitectura intuitiva y moderna con la flexibilidad que nos permite configurarla según nuestras necesidades empresariales y la capacidad de automatizar el procesamiento de facturas en lugar de retrasarnos con procesos manuales."

Eddie Aja, Kipu Health

Director Financiero

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"Elegimos BillingPlatform porque es una solución de nivel empresarial que puede dar soporte de forma fluida y eficiente a nuestros diversos requisitos de facturación. La funcionalidad de BillingPlatform, incluida su capacidad para aplazar ingresos con reconocimiento de ingresos automatizado y escalabilidad, favorece la eficiencia operativa para que podamos centrarnos en ofrecer nuevas soluciones a toda nuestra base de clientes."

Brian Herb, CCC Intelligent Solutions

Director Financiero

"Como parte de una iniciativa más amplia para transformar digitalmente nuestras operaciones, BillingPlatform destacó en el mercado, no sólo por su tecnología innovadora, sino también por su enfoque consultivo para comprender las complejidades de nuestro negocio y la mejor manera de apoyarlo."

Murray Walton, IDP

DIRECTOR FINANCIERO

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"Estamos deseando asociarnos con BillingPlatform para ampliar nuestro alcance a aún más empresas y ofrecer la mejor tecnología de facturación y pago a nuestros clientes conjuntos."

Andrew Gilboy, GoCardless

Director General, Norteamérica

General Ledger Rules: Rule Management

General Ledger Rules allow you to define how and when journal entries are created based on specific triggers. This capability includes setting up rule names, transaction sources, and execution order.

Financial management rules can be configured to manage various financial scenarios and ensure consistency across your accounting processes.

  • Rule Name: Identifies the rule for journal entries
  • Transaction Source: Triggers journal entries from specific entities
  • Order of Execution: Specifies the sequence for multiple rules
  • Status: Controls whether a rule is active or inactive

Journal Entries: Accurate Recording

Managing journal entries involves recording financial transactions with precision. This capability supports the creation, tracking, and adjustment of journal entries, ensuring that every debit and credit is accurately recorded.

It includes features for linking journal entries to transaction sources and handling multiple transactions efficiently.

  • Booking Date: Sets the date for the journal entry
  • Currency: Defines the currency used
  • Account: Links to the customer account for detailed reporting
  • Amount: Specifies the transaction amount
  • Group Transactions: Determines grouping of similar transactions

Period Close: Automated Closure

The Period Close process in financial management is crucial for finalizing accounting periods and preparing for financial reporting. This capability helps in managing tasks, verifying records, and ensuring that all entries are correctly processed before the period is closed.

  • Enhanced Reconciliation: Verify and reconcile financial records to ensure accuracy before closing the period.
  • Comprehensive Record Validation: Confirm that all entries are correctly processed and compliant with accounting standards.

Financial Reporting: Insightful Analysis

Financial Reporting encompasses the generation of reports that provide insights into an organization’s financial performance. This capability includes creating standard and customized reports, analyzing financial data, and ensuring compliance with reporting requirements. It supports both routine and ad-hoc reporting needs.

  • Reports: Generate detailed reports for various financial aspects
  • Audit Report: Review period close task statuses
  • Ledger Attributes: Customize attributes for deeper financial insights