Revenue Manager

Dashboards and alerts

A rich, dynamic, and visually appealing portal for your billing professionals brings billing and accounting data to life. Fees, revenue, and collections are represented by elegant graphics on personalized dashboards. This is the foundation for managing your revenue management processes and taking your regulatory compliance to the next level.

Custom approvals and workflow

Create intelligent workflows and billing approval processes to satisfy the compliance recommendations of your internal and external auditors. Establish multiple approval points, define reminders and alerts for handling your high-priority clients, and batch process high volumes of accounts with a few clicks.

Revenue accounting and subledger

Elevate your finance and accounting operations with powerful subledger and accounting capabilities. Create and manage your revenue accounting entries, and when ready, send them to one or more global general ledger systems.

Embedded reporting and analytics

Deepen your firm's understanding of your revenue, receivables collection, and overall billing operational throughput. Gain insights into the most important aspects of your billing and finance operations. Alternatively, use our rich data exports to populate your own in-house data warehouses for an even more custom and integrated business reporting experience.

Flexible billing templates

Help improve operational efficiency and gain next-generation functionality with billing templates. Billing templates enable your team to define complex fee calculation and invoicing rules. After the initial set-up, billing for your complex client relationships is automated with flexible, reusable billing rules.