Planview ChangePoint Alternatives

Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead.

Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance.

Replicon Time is a leading cloud-based project time tracking platform that helps mid-market and enterprise organizations manage time, projects, and workforce operations with accuracy and confidence. It provides a single source of truth for all time data — connecting project delivery, billing, payroll, labor compliance, and workforce productivity across global teams. Key Features & Benefits • AI-powered Time Tracking • Project Time & Cost Management • Workforce & Scheduling Management • Leave & Absence Management • Compliance & Governance • Payroll & Billing Integrations • Analytics & AI Insights • Mobile & Global Support Trusted by finance, operations, HR, & compliance leaders across industries like professional services, IT, consulting, engineering, & government contracting, it helps improve profitability, ensure compliance, and make confident, data-driven decisions.

Thousands of innovative companies across media and entertainment, consumer goods, software, education, health and wellness, and travel and hostpiatlity industries rely on Recurly for faster, more profitable growth. The partnership and platform of Recurly removes the complexities of automating subscription management and recurring billing at scale, enabling teams to manage and optimize their subscriber lifecycles with ease. Category-defining companies including Sling, Twitch, Bark, FabFitFun, Paramount, Lucid, and Sprout Social have chosen Recurly to manage billions of dollars in recurring revenues, future-proof their recurring billing and revenue management, and recover billions of dollars in lost revenue due to churn. Founded in 2009, Recurly is based in San Francisco, with offices in Boulder and London. Recurly | Keep a good thing growingⓇ

Nue is the #1 Revenue Lifecycle Platform on Salesforce designed to meet the GTM, subscription management and billing needs of the modern business. Configure dynamic pricing. Sell on any channel (self-service + direct sales + in-app). Expand customer revenue and manage renewals. Know exactly what to bill and when. With Nue, RevOps teams can rapidly deploy opportunity-to-cash processes for direct and self-service sales – all the while delivering complete, accurate analytics to Finance. Nue is built for high growth SaaS companies looking for a new way to manage their revenue flows end-to-end that’s not a rigid, IT-heavy CPQ or billing solution.

PSOhub is professional services automation software that brings the entire project delivery cycle into one platform. It combines project management, task management, resource and capacity planning, time and expense tracking, project accounting, budget and margin tracking, and billing, so everything from a won deal to a paid invoice lives in one place. It is built to work natively with HubSpot. Deals in HubSpot become projects in PSOhub automatically, time logged against a project connects back to the deal, and you keep one connected customer view across sales and delivery. No middleware, no manual re-entry, no separate systems to reconcile. PSOhub brings project management, planning, time tracking, and billing into one data model, so your operational data is AI-ready from day one.

OneBill is an end-to-end subscription management, billing, and revenue management platform that powers the entire customer lead-to-revenue generation experience. OneBill supports all types of billing models such as one-time billing, subscription billing, recurring billing, and usage-based billing. OneBill’s seamless integration with other enterprise systems such as carriers & service providers, payment gateways, accounting & admin, taxation, and CRM & ERP platforms is made possible with open APIs. The platform covers all aspects of a business from CPQ, automated order provisioning & activation, billing & invoicing, all the way to revenue reporting, customer subscription management, and channel partner commission management. OneBill has been helping SMBs, SMEs, and large enterprises to reduce billing errors, compliance risk and drive greater efficiency with an end-to-end billing and revenue management solution fully integrated with some of the world’s leading solutions.

Cora PPM is a centralized Enterprise Project & Program Management solution which provides the control, governance and insight required to identify, prioritize and authorize extensive enterprise portfolios that align to strategy and deliver ROI. The platform digitizes all your portfolio, program and project processes, surfacing information when, where and how it’s needed. It also streamlines business processes; transforming the way you manage your program lifecycle. It provides the transparency, intelligence and decision-making capability to drive change across your enterprise. Cora PPM acts as a single point of entry for all project data, facilitating easy integration with any enterprise technology architecture. Providing you with an immediate, consolidated view of all your project portfolios and deliverables. Complete visibility and insight are acquired through instant information “roll-up”, linking top-down goals with bottom-up contributions of each and every initiative.

Clearly map ideas, work requests, and demand to the right projects and initiatives, visually manage the portfolio lifecycle, explore multiple prioritization and roadmap scenarios, evaluate capacity, trade-offs, and more. Matching resources to demand can be a complex exercise when projects are competing for a limited set of resources. Planview Daptiv offers both top-down and bottom-up resource planning to drive improved project outcomes. A comprehensive solution for project and program management, tracking work, and improving the PMO’s delivery and time-to-market. Assess, prioritize, and plan project portfolios through continuous collaboration. Map projects to strategy and manage and monitor progress through easy-to-use tools. Enable faster, accurate decision-making with intuitive dashboards, insights, and advanced analytics.

Ditch the spreadsheets and make finance a team habit. Metric.ai provides a single source of truth for all your financial data. Set project budgets, calculate costs, and recognize revenue with complete confidence. Get an up-to-date view of profit, utilization, effective bill rates, capacity, and more. Uncover over 100 service-specific KPIs and create custom metrics for enhanced decisions. Categorize projects and employees into departments, roles, offices, and more to reflect organization structure with unique metrics for each tag. Create more accurate forecasts with key metrics like revenue recognition, multi-currency, financial closures, and historical changes all in one place. Bring more predictability into your planning process. Get notified of potential risks and uncover actionable insights as to why actuals deviate from forecasts. Plan revenue, costs and profit based on project and resource plans. Account for changes in realtime.

VOGSY is an All–in-one CRM and ERP system for global project teams. Multiple countries, multiple currencies, one resource pool - VOGSY makes it easy to set up new countries, track international projects, and connect multiple concurrent local finance packages. Create your Global multi-currency Single Source of Truth with unparalleled speed and ease and enjoy the benefits of having everything in one platform: - Report revenue, cost and margins for local offices, regions and consolidated worldwide - Hook up as many local accounting tools as you need for one global - yet localized - AR and AP proces - Don't miss out on cash with integrated billing schedules - Keep track of documents with our Drive integrations - Show revenue opportunities and their capacity impact without manual rework - Forecast revenue based on resource planning, not on guesswork - Natively inegrate with Microsoft 365 and Google Workspace

NetSuite SRP provides a comprehensive, end-to-end Services Resource Planning (SRP) solution that supports an entire services business. From Customer Relationship Management (CRM) and Professional Services Automation (PSA), to accounting/Enterprise Resource Planning (ERP), NetSuite SRP supports the complete bid-to-bill lifecycle with a powerful Software-as-a-Service (SaaS) suite. NetSuite SRP helps you complete projects more quickly, generate invoices accurately and efficiently, and decrease accounts receivable cycles, so you improve cash flow and eliminate revenue leakage. With NetSuite SRP, you gain complete visibility into and control over the entire business—in real-time, from the moment a new opportunity is identified through to project delivery, invoicing and revenue recognition, all while eliminating double entry and costly systems and integrations management overhead.

Certinia Professional Services Cloud is an AI-powered PSA platform that connects sales, staffing, delivery, billing, renewals, and financials on Salesforce. The platform helps services organizations manage the full lifecycle from pipeline to profit with one connected system of record. Veda AI adds intelligence across estimation, staffing, delivery, reporting, time capture, and project execution. Certinia PS Cloud supports services estimation, resource management, project management, services billing, and services financials. The platform helps teams reduce administrative work, staff projects faster, protect margins, eliminate revenue leakage, and improve forecasting. Built for consulting, IT services, software, IT hardware, tax, audit, and advisory firms, Certinia PS Cloud helps services businesses run with more clarity, speed, and confidence.

Kytes PSA is an enterprise-class low-code/no-code software platform for digitizing & automating business processes for project-based industries like IT Software & Services, Consulting & others. The key capabilities include Opportunity Management, Project Estimations & Automate Proposal Making, Project & Delivery Management, Project Financials, Resource Management, Timesheets and Leave Management, Billing Automation, and New Product Development (NPD) for Pharma & others. Some key differentiators are integrated rule-based Workflow Management, Estimation Engine, Proposal & Documents Editor, Resource Allocation Engine & so on. ProductDossier PSA provides the following outcomes: 1) Improved Project profitability by 5-10% 2) Improved resource utilization resulting in higher overall revenues 3) Reduced DSO by generating accurate invoicing on-time 4) Increased winnable proposals due to accurate estimations

Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. Why teams choose Klient PSA: * Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. * Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. * Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead.

Tabs is a modern revenue automation platform built for modern finance teams. It unifies billing, collections, and revenue operations in one flexible system—automating everything from contract-driven invoicing to revenue recognition and close management. Tabs connects directly with tools like Stripe, NetSuite, QuickBooks, Plaid, and Slack to sync data in real time and eliminate manual handoffs. Finance leaders use Tabs to configure complex billing models, manage usage-based or multi-entity revenue, and generate audit-ready reporting without spreadsheets. Its intelligent workflows handle billing, dunning, and cash application automatically, while dashboards surface ARR, MRR, and cash flow metrics across customers and entities. With enterprise-grade compliance (SOC 2 Type II, US data centers) and lightweight implementation, Tabs helps finance teams close faster, scale efficiently, and gain full visibility into the entire revenue lifecycle.

Take your data from unknown to actionable with real-time reports that cover all of your revenue streams. Powered by a robust engine for managing complex pricing and billing models, Subscription Billing Suite is a surefire way to making better-informed business decisions. Gain complete control over your billing per item and contract, and prevent revenue leakage with automated billing and evergreen renewals. Discover new revenue streams with flexible pricing structures that suit your unique business needs. Streamline your revenue recognition process using intelligent deferral schedules and eliminate your organization's reliance on time-consuming and error-prone manual processes. Take the complexity out of your revenue recognition and boost your accounting team's performance with comprehensive and accurate deferrals management.

ScaleXP is a finance automation platform built to streamline and modernize revenue recognition, billing, subscription management, and SaaS metric reporting. It automates deferred and accrued revenue directly from invoice text and data, generates revenue recognition schedules and journals that can post into accounting systems in just a few clicks, and eliminates error-prone spreadsheet work. It allows users to issue invoices from CRM deal records, track renewals and contracts seamlessly, and manage subscription billing without manual intervention. It also offers real-time dashboards and analytics, monitoring key SaaS metrics such as churn, retention, and revenue growth, while ensuring consistency across teams. ScaleXP integrates natively with accounting and CRM systems, including Xero, QuickBooks, HubSpot, Pipedrive, Salesforce, Stripe, and Exact. It supports features beyond core accounting, such as financial consolidation and prepaid expense recognition.

The SOFTRAX Revenue Management System (RMS) automates the full lifecycle of revenue recognition and revenue management, enabling companies to spend less time managing compliance and more time driving growth. Purpose-built for complex, high-volume environments, SOFTRAX RMS centralizes contract data, applies configurable revenue rules, and ensures accurate, audit-ready revenue outcomes across subscription, usage-based, and hybrid models. As a comprehensive, multi-tenant cloud platform, SOFTRAX RMS supports multi-element arrangements, contract modifications, variable consideration, and event-driven revenue recognition. It delivers continuous accounting, real-time visibility into revenue performance, and seamless compliance with ASC 606 and IFRS 15. With SOFTRAX RMS, organizations gain the automation, control, and financial clarity needed to adapt to evolving pricing strategies while maintaining precision and confidence in their revenue.

Zenskar is a New York based Quote-to-cash platform that can automate complex subscription & usage-based billing, manage receivables, provide analytics, set up flexible revenue recognition workflows, and automate usage data metering. Zenskar helps creative sales teams stay creative with pricing/contracts while not making it difficult for finance teams!

Ordway is a smart billing and revenue automation platform for scaling businesses that simplifies how companies price products, send invoices, collect payments, and recognize revenue. Designed for the SMB market, the cloud-based platform removes manual workarounds in the accounts receivable and revenue recognition functions and sits between an application/CRM and accounting system. The platform is built around flexible templates to handle a diverse customer base - multiple charges per contract, unique contact terms, etc. The platform generates accurate revenue schedules and finance teams can define custom revenue recognition templates. Monthly invoices are sent via automated billing runs that include all current and newly activated customers without manual reconciliation. A REST API-first methodology means integration with existing systems can be accomplished with minimal impact to engineering teams.

MaxQ Technologies’ Advanced Revenue Management Suite is a collection of modules that provides billing and payment management to help improve your cash flow, billing accuracy, and customer satisfaction. Integrated with Acumatica, this suite offers automation capabilities, flexibility, and more. ARM’s Advanced Billing is the most flexible and powerful billing system available, including automated invoice creation, proration, metered billing, and more. Analyze every aspect of your billing and payment operations such as renewal rates, churn, ARR, MRR, average contract value, product analysis, lost customers, and much more. ARM’s Advanced Payments provides comprehensive payment automation, including support for multiple payment options, currencies, processors, and more.

TrueRev is a financial operations platform built specifically for B2B SaaS and recurring subscriptions. It simplifies revenue recognition, deferred revenue, scheduled invoices and SaaS metrics in real-time at a fraction of the cost of enterprise-level software. One-click sync with QuickBooks Online. 14-day free trial available with all features! TrueRev helps you move your revenue schedules effortlessly off of Excel and stay compliant with ASC 606. Generate subscription metrics (MRR/ARR, Bookings, Churn, Cash-flow). Track new deals, upgrades, cancellations & expansion. • Revenue recognition • Deferred revenue • Scheduled invoices and automated billing • Contract renewals • SaaS metrics • Journal entries • Shared reports • Document management • Evergreen contracts Sal Abdulla, CEO of ZenFinancials, said "TrueRev is a great example of a platform that simplifies financial operations, removes errors and increases clarity for everyone."

Effectively and accurately manage revenue recognition and complex contracts with Tribridge Revenue Recognition, a global financial platform. Tribridge Revenue Recognition allows users to automate end-to-end functions for revenue recognition management, which empowers groups to increase efficiency and business growth. Tribridge Revenue Recognition is highly configurable, has new revenue standards, flexible, and reliable with a private cloud feature.

Your one-stop solution to manage Team, Projects, Tasks, Finances & more. Keep a track of all your projects in most simple way. The attendance module allows employees to clock-in and clock out right from their dashboard. Reports section to analyze what's working and what's not for your business. Automate billing and revenue recognition to streamline the contract-to-cash cycle. Real-time message sections help team members to discuss quickly with each other. Ticket system to raise issues, track and solve the issues. Connect your essential business tools to Worksuite and make it your project control center. Keep track of all your projects in a most simple way. The attendance module allows employees to clock-in and clock-out right from their dashboard. Reports section to analyze what's working and what's not for your business.

Muvi Billing is an enterprise-grade Recurring Billing and Subscription Management platform for digital store owners, to manage subscriptions, complex billing cycles, invoicing, and payment collection. Muvi Billing is PCI compliant and operates in compliance with the data protection practices across the digital payment industry and geography. To reap the benefits of subscription billing, you need to automate workflows, including payment collection, invoicing, and revenue recognition, based on the individual subscribers. The billing module helps you improve billing accuracy and increase billing efficiency across the board by converting your manual processes into automated workflows. Discounts and promotions are a great way to introduce new customers to your store, introducing new product lines, providing a way to get rid of unwanted inventory, encouraging customers to try a new brand, or getting customers to come back to your store.

Certinia Financial Management Cloud is a Salesforce-native financial management solution that connects service delivery and finance on one platform. The platform helps services businesses manage billing, revenue, forecasting, cash flow, margins, and financial performance using real delivery data. Certinia keeps financials aligned with project execution so teams can catch margin erosion, reduce revenue leakage, and improve billing accuracy before problems appear after closeout. Its connected system of record helps organizations compare what was sold, delivered, billed, and recognized. The platform supports real-time visibility, AI enablement, subscription billing, usage billing, forecasting, reporting, and operational-financial alignment. Built for services businesses, Certinia Financial Management Cloud helps teams protect profitability, accelerate cash flow, and make financial decisions with more confidence.

RightRev empowers businesses to quote and sell seamlessly while streamlining revenue recognition for compliance with the latest accounting requirements. While Salesforce provides integrated CRM, CPQ, subscriptions, orders, billings, and cash collection, RightRev complements Salesforce with automated revenue recognition for managing complex revenue accounting under ASC 606 and IFRS 15. Legacy revenue recognition processes and systems are labor-intensive, inefficient, and highly prone to error. Get out of spreadsheets and obsolete custom workarounds. RightRev seamlessly integrates with your sales and revenue accounting processes, offering a united platform for sales operations and revenue reporting across all products and services, from subscriptions to one-time sales, services, training, promotions, and more. Built using best-of-breed technology, our revenue recognition platform can scale to your volume and workload needs.

Our team builds websites and apps that help you publish great content across all device platforms, and experiences. Innovins is a leading Online Reputation Management and Digital Marketing company. Your billing platform should be with a PCI-Compliant Checkout, and accurate audit trails with GAAP-compliant Recurring Revenue Recognition ensure your customer’s data to be secured. Our system lets you handle your plan changes with ease. It prorates changes like customer upgrades, downgrades & refund for credit. It will also help you to edit customer details and billing information and modify quantities or price. By giving consumer trial of your product, you can engage them to use your product. You can also change the duration of the free trial period, payment information and free trial coupons for redemption on any plans. ChargeMonk has integrated multi-faceted value propositions and range of add-on services, thus making cross-selling becomes even easier for you.

Stripe Billing is the fastest way for your business to bill customers with subscriptions or invoices. Capture more revenue, support new products or business models, and accept recurring payments globally. Start collecting one-time or recurring payments via card, ACH, and other popular payment methods instantly. Test and roll out changes via our API or right in the Dashboard. Flexible billing logic for everything from per-seat pricing to metered billing out of the box. Support for coupons, free trials, prorations, add-ons, and overages is built-in. Reduce churn with smart retries, automated failed payment emails, and an automatic card updater. In 2021, Stripe Billing helped businesses recover 38% of failed payments on average. Understand your growth, churn, and financial health with automated reporting and revenue recognition. Easily sync billing and payments data with the rest of your workflows.

ProjectPro powered by Microsoft Dynamics 365 Business Central is an all-in-one construction software that can simplify operations for construction businesses and result in revenue recognition. It can streamline accounting for construction firms and deliver better business control to firms. ProjectPro with capabilities such as Job Quoting, Subcontractor management, Certified Payroll Report processing, Progress Billing, Project Management and more, helps contractors strengthen their hold on projects and increase revenue. It is a cloud based management focusing solely on construction requirements. It allows contractors to generate more revenue by keeping track of all inflow and outflow of cash and exercise control over costs by keeping tabs on project progress. ProjectPro helps businesses streamline their processes with better insights into the overall project costs, resource requirement & allocation, which offers precise information. ProjectPro offers a smart & better way for business.

Stripe Revenue Recognition streamlines accrual accounting so you can close your books quickly and accurately. Automate and configure revenue reports to simplify compliance with IFRS 15 and ASC 606 revenue recognition standards. As your business grows, accounting for revenue can quickly become tedious and error-prone. We built a revenue recognition solution into Stripe, so you can automate accrual accounting for your transactions and billing terms. Stripe Revenue Recognition effortlessly handles even the most complex scenarios, upgrades, downgrades, prorations, refunds, and disputes. With accurate data, you can prepare audit-ready financial statements and gain a comprehensive view of your business. Automatically view all your Stripe transactions and terms, and import non-Stripe data from the dashboard. Generate accounting reports that are ready out of the box. No need to dedicate engineering resources.

Alert is a business management system specifically designed to meet the operational and business management needs of information technology (IT) product and service organizations and corporate IT departments. Alert helps organizations dramatically improve critical IT business processes to increase profits and performance. Real-time management and integration of Projects, Resources, Time and ad hoc Support demands are the strengths of Alert. Alert is an integrated system that manages the full project life cycle from initial customer request to delivery and billings. Projects form the hub of Alert with all activities, both core and supporting, being managed by projects. Alert may be deployed as an enterprise system concurrently managing multiple and separate companies or as a single company system. Alert is also multi-currency capable allowing each Company to operate in a 'Local' currency and transact with customers in multiple foreign currencies.

Avaro One is a CRM and PSA platform for sales, delivery and professional services firms, integrating sales and delivery functions. Its six modules cover the client lifecycle: Sales manages pipelines, lead scoring, and quoting; Marketing handles campaigns and segmentation; Delivery oversees projects and resources; Finance manages invoicing and expenses; People & Development supports performance reviews and career growth; Platform ensures security, compliance, and integrations. Sales opportunities become Delivery projects, with tracked time feeding Finance for invoicing. Features include eight service model templates, document tracking for quotes and contracts, a branded client portal for updates and invoices, GDPR compliance tools, multi-currency support, and two-factor authentication with role-based access.

The deal management module captures agreement terms, creates approval workflows, processes financial payments, allows for contract amendments, and creates a history and audit trail. The rights management module supports deal search and deal creation, IP rights hierarchies, advances and guarantees, payment schedules, royalty rates, and collision checking/rights clearance/holes analysis. The royalty management module processes sales and usage data, calculates and validates royalties in and out, allows for deductions/recoupments, handles violations, enables analytics, and generates royalty statements. The finance management module includes the ability to manage revenue recognition and accruals, expense management, a robust accounting engine, accounting sub-ledger, and bi-directional ERP integration with financial systems.

Aptitude RevStream is a revenue management software solution. A secure, easily configurable platform to automate revenue recognition and to strategically manage the end-to-end revenue lifecycle, providing value beyond compliance. Aptitude RevStream is an enterprise, highly scalable, revenue management software solution that can handle massive volumes of transactions, highly complex contracts and business structures. It is easily configurable, empowering the finance office with full control to define performance obligations, customer arrangements, make contract modifications, manage liabilities such as deferred revenue, determine standalone selling prices while providing the agility to quickly launch new products and business models to market.

Fenerum is a EU based and hosted software specializing in automating financial operations for Software-as-a-Service (SaaS) businesses. Its cloud-based platform streamlines various financial processes, including subscription management, billing, accounting, expense management, and reporting. The platform automates recurring billing processes, encompassing invoicing, revenue recognition, and payment collection, and includes automated dunning and debt collection to ensure timely payments. Fenerum consolidates all financial data into a single system, providing detailed and accurate real-time reporting, eliminating the need for manual spreadsheets and complex data integrations. It integrates directly with existing accounting systems, enabling real-time booking of revenue and expenses, facilitating faster month-end closures.

e·silentpartner is an integrated SaaS solution for Ad, Media, Marketing, Publishing, and Broadcast agencies. Seamlessly integrating accounting, project management, time-entry, billing, and more, it supports multi-company, multi-office, and multi-currency operations. Supports English, Spanish, and French, our platform ensures efficient task access, time entry, and PTO requests via a mobile app. Key features include Strata API integration as a part of Media Management, Project and Resource Management, Finance & Accounting, Time & Expense Entry, PTO, Team Collaboration, CRM, Reporting & BI.

Some of the world’s biggest agencies and advertisers are using SCOPE to better manage, price and track their scopes of work and budgets. With all of your scopes of work in one place, teams can view, collaborate and approve deliverables, tactics and budgets from anywhere. There’s a single, accessible source of truth. Managing scopes in one tool gives everyone a shared view of the work being delivered and the progress being made. SCOPE is the only scoping platform connecting agencies and advertisers across markets. The only tool designed for real-time collaboration across disciplines, teams, markets and agencies. Working together for success. From one office to a global network of agencies and advertisers, SCOPE gives every group a single point of visibility and place where scopes are collaborated, tracked and analyzed. Smart decisions come when everyone speaks the same language. Transparency creates trust and opens the door to analysis.

Turnstile is a modern quote-to-cash automation platform designed for SaaS companies that streamlines and automates the entire revenue lifecycle from quoting and subscription management to billing, collections and revenue recognition. It centralizes what’s traditionally a mix of spreadsheets and disparate finance tools into one system so teams can create professional, customizable quotes that customers can view, sign and pay without PDFs or logins, automatically activate subscriptions upon signing, and handle complex pricing models (recurring, usage-based, tiered or hybrid) without manual setup. Turnstile integrates with CRM and payment processors so deal terms flow into live subscription and billing workflows in real time, helps teams track renewals and customer payment status, and generates accurate revenue reporting and dashboards without extra reconciliation work.

Office Timesheets is a web-based commercial timesheet that is a highly configurable timesheet tracking and management software application designed to adapt to the specialized needs of project-driven organizations that require employee time capture and time reporting for accurate job costing/accounting and/or billing of professional services. Office Timesheets also provides extensive functionality for tracking expenses. Configurable timesheet for project costing, client billing, & time and attendance. Easy to use, 100% web-based timesheets with Windows application-like functionality via AJAX. Real time graphical reports provide insight into productivity. Email notifications encourage prompt submission of timesheets. Configurable approval process to fit your business. Easy expense tracking in multi-currency; auto tax calculations. Flexible, multi-client billing/invoicing options. DCAA-compliant timesheets follow regulatory guidelines.

Create and check your revenue & costs schedules using the simple connect and bulk data load process. Easily download and work with new invoices. Generate flexible recognition schedules for each line by combining recognition cadence parameters with per period computation methods. View up to date revenue & costs on your income statement instantly by syncing aggregated monthly recognition schedules with one click. Easily review recognition schedules and drill down into buildup elements. Handle changes such as cancellations with full traceability. Flowrev is cost & revenue recognition and lifecycle management software for use with popular online accounting software systems. To the exceptional value these systems deliver, Flowrev adds the ability for businesses to recognize their prepaid costs and unearned revenue on the service date or over a period of time even if they pay or invoice upfront or on a different date.

evergreen is sa.global’s next-generation, cloud solution built specifically for project-based businesses like law firms, accounting firms, architecture, engineering, and construction management businesses, Advertising and marketing agencies, Contract Research Organizations, and IT Services firms to address the entire value chain. The solution works as a processing and transactional engine for core functions like opportunity lifecycle, project management, scheduling, forecasting, time and billing, revenue recognition, and onboarding. Built on the Microsoft Cloud Platform, evergreen integrates your data, business logic, and processes for efficient project, accounting, financial, and resource management.  You can extend the capabilities of evergreen by leveraging our empower suite of solutions. What’s more, you can now accelerate the value gained from evergreen with sa.go!, our unique business-ready bundle of SaaS products and services.

If your company is having some revenue recognition issues, you’re in the right place! Whether you are struggling with error-prone spreadsheets, painful audits, revenue leakage or compliance issues, Tensoft Revenue Lens® can help you! When OrthoFi, a tech enabled service for orthodontic practices, needed a trusted solution to manage their complex revenue recognition needs, they turned to Tensoft Revenue Lens. Watch the case-study video above to learn how Tensoft Revenue Lens helped meet their growing needs and turn their painful audits into problem free audits. Understand how Tensoft Revenue Lens applies the new ‘five-step model’ for ASC 606 and IFRS 15 revenue recognition standard.

Trullion is an AI accounting oversight platform that automates data management, streamlines audits, and ensures accurate reporting across accounting workflows. Teams in areas like lease accounting, revenue recognition, and auditing can access the platform using a tailored UI while maintaining 100% confidence that their data is accurate and uniform across all roles and stakeholders. Controllers and their teams automate the majority of tedious manual work. Trullion reads Excel or PDF-based contracts and converts them into financial workflows that are connected to the data source. AI automatically detects and extracts important data from these agreements, and creates auditable journal entries compliant with ASC 842, IFRS 16, ASC 840, and IFRS 15. With Trullion, accounting teams and auditors work faster with confidence, finance executives trust the results, and everyone operates from a single source of truth.

time@work enables time capture at variable levels of detail to suit your own requirements for analysis and reporting. Configurable calculations for fees, costs, interdepartmental or intercompany charges, etc. Single or multi-currency, single or multi-company, your own terminology or multi-lingual. Using time@work’s flexible export module, creating text, XML and other file formats for immediate or scheduled import. Unlimited additional role-based approval steps such as Project Manager approval.

DualEntry is #1 AI-native ERP built by and for accountants. It’s designed to scale with high-performing teams from mid-market to IPO, handling up to 40 billion transactions per business per month. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: • Multi-entity consolidation across global subsidiaries • Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates • Automated intercompany eliminations and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ native bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR..

Transform business logic into AI-powered workflows so you can focus on strategy over spreadsheets. Streamline your transactions across siloed systems and extend your capabilities to manage entire cross-entity transaction chains. Nominal normalizes and aggregates data across siloed accounting systems, ensuring accurate financial information is available in one place. Nominal detects, suggests, and performs end-to-end transactions and inter-company eliminations for cleaner, audit-ready books. Nominal connects to your accounting software and the rest of your financial stack. Nominal’s twin-ledger is a hierarchical multi-entity GL that’s always in sync with all of your books, with no migration, and no risk. Nominal offers third-party integrations coupled with integrated sub-ledgers to ensure compliance with accounting standards such as lease accounting and revenue recognition. Harness the power of generative AI to transform your unique business processes into automation.

Project-based organizations face a range of additional accounting and financial reporting requirements, not just from within but also from an increasingly onerous regulatory framework. Internally, project accounting will frequently cross organizational and geographic boundaries, with matrix management placing a further demand for flexible project reporting. Additional complexity is introduced with projects lasting for anything from a few days or weeks to a number of years, during which time budgets may also be revised many times. On top of such internal considerations, regulatory compliance and the need for transparent revenue recognition place a further strain on project accounting. The challenge is to meet these diverse requirements from a single accounting software system, with minimal administrative overhead and maximum flexibility.

End-to-end, cloud-based integrated platform suite to enhance your overall content management and delivery experience. Integrate, deliver, and manage scholarly and professional content from a single platform. Flexible order management for subscriptions and products. Automate and streamline business process through order to cash management services. Easy bundling to allow the end customer to mix and match the component they want. Sophisticated renewal feature allowing users to renew by themself through self-serve. Simplified accounting and revenue recognition interfaces. Integrated usage analytics platform that enables you to make better decisions. With flexible subscription fulfillment, your subscription life cycle events will be optimized. Empower users to manage, render, and deliver content across multiple channel. Empower publishers and librarians to dynamically access and analyze content usage analytics.