A CRM that accelerates the pipeline
Pipeline covers prospect through closed-won with product-scoped deals, stage automation that queues follow-up work on advance, and forecasting with win and loss trends and weighted pipeline. Activity queues surface fit-and-intent scoring with ranked worklists and a next-best-action per row. The customer workspace shows every subscription with sold-contract details alongside open AR and credit balances. Churn risk alerts dispatch when daily health scoring crosses the threshold, and only newly deteriorated customers trigger alerts.
Billing and payments without a second system
Deal conversion creates the subscription; invoicing posts to the GL immediately; deferred revenue schedules track recognition over the service period. Payments integrate with your banks and payment vendors: bank feed imports through OFX, CSV, and direct connectors, reconciliation against the ledger, and hosted card checkout where self-service payment fits your motion. Revenue recognition performance obligations seed automatically from sold-contract line items.
A close engine that does accounting work
Eleven sequential steps in fixed order: posting integrity that locks the period and rejects pending-approval journals, open AR and AP review, depreciation, recurring accruals, FX revaluation under ASC 830, tax provision, deferred tax under ASC 740, prepaid amortization, CECL bad debt estimation under ASC 326, a statement snapshot that refuses to freeze an unbalanced balance sheet, and a material variance check. Each step writes hash-chained audit evidence; a blocked run requires a distinct-operator override with an audit record.
Controls and reporting from a real ledger
Three-way PO matching validates purchase order, goods receipt, and bill against tolerance thresholds, with separation of duties: the bill creator cannot approve exceptions on their own bill. Financial statements cover trial balance, P&L, balance sheet, cash flow, and aging, with multi-entity consolidation and intercompany eliminations. The annual package generates on demand: schedules, tax payment ledger, 1099 candidates, and K-1 summaries, gated by a filing readiness checklist.