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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Core Capabilities

Core Financial Management Capabilities

General Ledger Rules

Simplify rule management for accurate journal entries and financial tracking

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Journal Entries

Ensure precise, timely recording and tracking of financial transactions

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Period Close

Automate and manage the closure of accounting period easily and effectively

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Financial Reporting

Generate detailed reports to gain insights and ensure compliance

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Customer Stories

“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

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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

“As part of a broader initiative to digitally transform our operations, BillingPlatform stood out in the market, not only for its innovative technology, but also its consultative approach to understand the intricacies of our business and how best to support it.”

Murray Walton, IDP

CFO

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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

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