Billing Automation

Billing Automation

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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Core Capabilities

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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Document Generation

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

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“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

“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

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.

Document Generation

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.