Account Management

Account Management

Build Long-Term Customer Relationships with a 360° Customer View

BillingPlatform equips you with essential tools to manage customer relationships and deliver a frictionless customer experience. Gain a unified view of key customer information, supporting n-tier account hierarchies, complex contract management and partner settlements to ensure account health.

Additionally, our self-service customer portal empowers your customers to quickly see invoices, review outstanding balances, make payments and more, enhancing overall satisfaction and efficiency

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Core Capabilities

Account Overview

Get a complete view of your customer accounts and activities

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Account Hierarchies

Model complex account hierarchies to support consolidated invoicing

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Contract Management

Manage contract rates and terms and set rules to automate future changes

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Partner Settlements

Streamline partner management with automated revenue allocation

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Customer Self-Service Portal

Give customers the power to help themselves with a self-service portal

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“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

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“Our partnership with BillingPlatform provides us with a configurable solution that fits into our broader revenue lifecycle ecosystem to help us meet our complex billing needs, initially for our Treasury Services and Trade Finance business. BillingPlatform will be an integral part of our transformation to streamline the customer experience.”

Jill Jensen, J.P. Morgan Payments Technology

Managing Director

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“We selected BillingPlatform because it is an enterprise-grade solution that can seamlessly and efficiently support our diverse billing requirements. BillingPlatform’s functionality, including its ability to defer revenue with automated revenue recognition and scalability, supports operational efficiencies so we can focus on delivering new solutions across our customer base.”

Brian Herb, CCC Intelligent Solutions

Chief Financial Officer

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“We look forward to partnering with BillingPlatform to extend our reach to even more businesses and provide best-in-class billing and payment technology to our joint customers.”

Andrew Gilboy, GoCardless

General Manager, North America

Account Overview

Robust and Flexible Functionality to Empower Account Managers, Enabling Them to Effectively Oversee Accounts and Deliver Exceptional Customer Service

With comprehensive account details and real-time customer activity insights, your team has immediate access to data that aids in identifying aging accounts, tracking payment trends, reviewing payment history, adjusting billing terms and more. This ensures they can consistently deliver an outstanding customer experience.

Account Hierarchies

Empowering Account Management with Flexible Functionality for Exceptional Customer Service

BillingPlatform provides powerful account hierarchy capabilities tailored for managing complex enterprise structures. Enjoy complete flexibility in defining hierarchies, setting default rates and managing the entire rating process. Easily integrate smaller business units as sub-accounts under larger parent companies.

Additionally, you can define default rates and manage diverse rating scenarios for sub-accounts. Effortlessly configure wholesale and retail rates for end customers, independently managing retail rates regardless of the charging method.

Contract Management

Streamlined Contract Management with Flexible Rates, Multi-Currency Support and Automated Invoicing

Enjoy flexible contract management capabilities for effortless handling of contract rates and payment terms. Easily set customer-specific pricing, define rules and categorize rate classes by currency within a unified system that manages billing, invoicing and payments.

Manage multiple contracts and terms within accounts, including the ability to apply multiple currencies within the same contract. Streamline invoicing with consolidated invoices based on configurable rules.

Ensure compliance with future contract terms by scheduling rate changes in advance, preventing missed deadlines and unmet terms.

Partner Settlements

Simplify Enterprise Partnership Calculations with Automated Settlements

We recognize partnerships as vital strategies for enterprise growth, facilitating market expansion and revenue diversification.

BillingPlatform simplifies this process by automating partner settlements through precise tracking of transaction details and calculating revenue shares based on predefined agreements.

Customer Self-Service Portal

Customer Self-Service Portal

Empower customers with convenient 24/7 access to view account information, invoices and make payments from any computer, tablet or mobile device. Customize the portal at the user level to offer a personalized experience, enhancing customer satisfaction and engagement.